Visma Net
Settings in Customer ledger preferences
Before you start
In order to send banking e-invoices to a customer, the customer must first enter into an agreement with your company. The agreement can be initiated in different ways, either by your company, or directly by the customer, from their online bank account.
The process can be initiated by your company, in which case the customer will receive a request by sms or e-mail to accept the e-invoicing agreement. Invoices can only be delivered to the customer’s online bank account after the agreement has been accepted.
There are a number of configurable settings which influence the sending of agreement requests and banking e-invoices to customers.
- Go to the Customer ledger preferences (AR101000) window.
- Click the AutoInvoice settings tab.
- The check box Use the service "AutoInvoice - consumer route" anyway allows you to specify how the system should handle customer invoices, in case a customer has the option Send invoices as banking e-invoices activated, but there is no active agreement in place for the respective customer:
- Select - This means that the invoice will still be sent to AutoInvoiceas a banking e-invoice and it will go to the customer's online bank account, provided that the customer accepts the e-invoicing agreement request within 3 days. If the customer doesn't accept the agreement. After the expiration of the 3 days, AutoInvoice will redirect the invoice to the customer by e-mail, if available, or via the regular post as a paper print.
- Deselect - This means that the invoice will be sent to AutoInvoice as a standard invoice, and the AutoInvoice service will then deliver the invoice straight away by e-mail, or via the regular post as a paper print.
The check box is by default deselected.
For each invoice, you will be able to see the sending method that will be used, on the Invoice address tab, under Print and email options, in the field Sending method.
- Optional: You can select, or deselect, the check box Display warning message.
This option creates a yellow icon in the Sales invoices window, near the Invoice address tab.The check box is by default selected.
When you click this yellow icon, the warning message reads: The e-invoice agreement status for [CustomerName] is [Status] - last updated: [LastUpdatedDateTime].
- When you are using a multi-branch company, there is an additional check box, Send the consumer-supplier agreement for current branch only, which you can either:
- Select - If you only want to send the agreement request for the current branch.
- Deselect - If you want to send the agreement request for all of the branches with an active B2C service.
Work process overview
