Visma.net ERP

Prepare to use electronic invoices for customers

When you enter the organisation number and the VAT registration number for the customer, and if this number exists in the AutoInvoice portal, Visma.net ERP sets up the customer automatically so that you can send electronic invoices to this customer.

If the organisation number and the VAT registration number does not exist in the AutoInvoice portal, you have to select the Send to AutoInvoice check box manually in the Customers (AR303000) window.

The setting in the Sales invoices (AR301000) window is set dependent on the customer setting, so that all invoices you send to your customer will automatically be sent as electronic invoices via AutoInvoice if this check box is selected.

If you for some reason cannot send one particular invoice electronically to a customer, you can send it either by email or regular mail; you go to the Sales invoices (AR301000) window on the Invoice address tab, and deselect the Send to AutoInvoice option.

The following procedures describe how you set up AutoInvoice for a new or for an existing customer.

Prepare to use AutoInvoice for a new customer

Prepare to use AutoInvoice for an existing customer

Related concepts

About customer account setup

About preliminary configuration

Related tasks

Make customer-specific changes

Delete customer

Create a customer

Set customer print and email preferences

Enable write-offs for customer