Visma eEkonomi Pro
Create invoice from order
Work smarter with your sales invoices
The easiest way to manage invoices is to send e-invoices, both for you and your customer. The customer then receives their invoice directly to their accounting program
Once you have delivered the ordered goods, you can invoice your order. To be able to invoice an order, it must have the status Completed.
- Choose Sales - Orders.
- Select the order for delivery from the Orders in progress list.
- Select Actions - Create invoice to create a new sales invoice based on all information from the order.
Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.
- Do one of the following when you are finished with the invoice:
| Post to ledger and send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. The email comes from mail@eaccounting.vismaonline.com and the subject field is pre-filled with the invoice number. The invoice is saved under Unpaid invoices. |
| Post to ledger and create PDF | The invoice opens as a PDF and can be printed out. The invoice is saved under Unpaid sales invoices. |
| Post to ledger and send e-invoice | The invoice is sent to the customer as an e-invoice. The invoice is saved under Unpaid sales invoices. |
| Post to ledger and send letter | The invoice is sent for printing and sent as a letter. The invoice is saved under Unpaid sales invoices. |
| Post to ledger and send via Kivra | The invoice is sent to your customers Kivra inbox. The invoice is saved under Unpaid sales invoices. |
| Save draft | The invoice |
Related topics
|
Orders |
|
|
Create order |
|
|
Create order with ROT/RUT deduction |
|
|
Create order from quote |
|
|
Copy order |
|
|
Create a back order |
|
|
Complete order |
|
|
Print a delivery note |
|
|
Create article |
|
|
Add/change or delete logotype |
