Visma eEkonomi Smart

Create invoice for webshop order

When you get an order in Visma Webshop, it is automatically transferred to Visma eEkonomi Smart. You can see which orders were retrieved to the program under Sales - Webshop orders.

Orders made in your webshop before integration between the programs was activated will not be transferred to Visma eEkonomi Smart.

Select Sales - Webshop orders.
Select the order you want to invoice in the list.
Choose Open.

You can preview the invoice before it is sent by clicking on the Preview button.

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 is not posted and is saved under Drafts.

The invoice is added to the list under Unpaid sales invoices.

Orders paid by Klarna, Swish or card in the webshop

If you receive an order in your webshop and the customer has paid with Klarna, Swish or by card, the invoice is registered directly as paid. You will find it under Sales - Sales invoices, the tab All sales invoices.

The program transfers the order from your webshop and emails a payment confirmation to your customer as a receipt of payment at the same time. You also receive an email as a notification of a purchase in your webshop. We recommend you to add a general comment about your expected delivery time as an invoice text. Invoice text is found under Settings - Company settings - Other settings.

If you receive payment from Nets, you register it by matching it under Cash and bank. Where you select the relevant account and click on New bank transaction.

Payments given a discount in Visma Webshop +

If your customer entered a discount code for their purchase in your webshop, it will automatically be included on the invoice and the program posts the discount. If the discount effects the VAT, it is automatically calculated by the program.

Discount

If you have sold goods and want to offer the customer a discount, you can do this by adding negative lines to the invoice. For example, if you offer "buy 3 for the price of 2", you add an article line to the invoice where you enter 3 in the Quantity column. On the next line, you add the same article, but enter -1 in the Quantity column. This way, the customer can clearly see on the invoice that you deducted the discount.

Note the following:

It is not possible to set a negative value to the unit price.
It is only possible to post the invoice if its total amount is a positive value.
It is not possible to use negative lines on invoices with a ROT/RUT deduction.
If you credit an invoice that includes a negative line, the negative line will become positive on the credit note. However, it is only possible to post the credit note if its total amount is a negative value.
If you have integration with Visma Webshop, the minus article does not affect the stock balance.