Agreement capture

If you have an OCR agreement with your bank, you can activate agreement capture for the respective bank account on the AutoInvoice tab.

Agreement capture means that every time someone uses online banking to make a payment to your bank account, they will be informed that your company can send invoices directly to their online banking and will be invited to accept an agreement with your company for receiving invoices in this way.

Agreement capture is supported for one bank account only, and you need to have an OCR agreement with the bank for that account.

Currently, if you activate the AutoInvoice B2C service without agreement capture, you cannot activate agreement capture automatically at a later stage, and you must contact Visma Support to have agreement capture activated.

You must specify the bank account number (BBAN – 11 digits number), the length of the CID code used on customer invoices, and the position of the eInvoice reference number within the CID code. Visma Netrelies on using the customer number as the eInvoice reference, so you must indicate the position of the customer number within the CID code. If you use the default payment methods configuration from Visma Net, the CID code has 12 digits (including the check digit) and the position of the customer number / e-invoice reference is 1-5.