Visma Advisor
Activate collaboration with Digitala fakturor och dokument
With Digitala fakturor och dokument, you and your customer can send and receive invoices digitally in the ERP systems you are working in, respectively.
When using the service, you no longer need to print and mail any invoices. Instead, all this is handled in the service. If you both send and receive all documents digitally the invoice processing will be more efficient than ever before.
When activating this collaboration, you can, as an accounting office, choose to be the payee for the invoices sent and received.
Watch this movie Bjud in till samarbete från Visma Advisor (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
After the collaboration has been activated, you need to do the following in your ERP system:
- In Visma Administration, click on Synkronisera under Arkiv - Inställningar - Företagsinställningar - Min sida/internettjänster. Under Digitala fakturor och dokument, you can then select if you wish to send all invoices and/or if you wish to receive invoices.
- In Visma eEkonomi, go to Settings - Company settings - Invoice settings and select Receive e-invoices.
Read more about how to work with digital invoices in Visma Administration or in Visma eEkonomi.
Your customers may have different relations to Visma, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Customer in Visma using Digitala fakturor och dokument
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the Read more button under Digitala fakturor och dokument.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service. Since the customer already uses and pays for the service in this scenario, the customer is set as invoice recipient by default. Should you choose to take over the payments for the service, you change the invoice recipient to Accounting firm instead.
- Select Next.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Mina tjänster on vismaspcs.se. As soon as the collaboration has been approved, you can begin to work together in the service.
Customer in Visma, but has not used Digitala fakturor och dokument before
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the Read more button under Digitala fakturor och dokument.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- Select Next.
You have now activated the collaboration as well as the service for the customer. The customer receives an email and is asked to approve the collaboration and log in to Mina tjänster on vismaspcs.se. As soon as the collaboration has been approved, you can begin to work together in the service.
New customer in Visma
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the Read more button under Digitala fakturor och dokument.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on vismaspcs.se.
- Select Next.
You have now activated the collaboration as well as the service for the customer. Also, the customer's administrator on vismaspcs.se has been created. The administrator now receives an email with information that the accounting office has activated the service, and is asked to log in to Mina tjänster on vismaspcs.se in order to approve terms and conditions for the service. As soon as these have been approved you can start your collaboration.
Related topics
|
Getting started with collaborations in Visma Advisor |
|
|
Collaborate with your customers via Visma Advisor |
