Visma.net ERP
Prepare to use electronic invoices for customers
When you enter the organisation number and the VAT registration number for the customer, and if this number exists in the AutoInvoice portal, Visma.net ERP sets up the customer automatically so that you can send electronic invoices to this customer.
If the organisation number and the VAT registration number does not exist in the AutoInvoice portal, you have to select the Send to AutoInvoice check box manually in the Kunder (AR303000) window.
The setting in the Kundfakturor (AR301000) window is set dependent on the customer setting, so that all invoices you send to your customer will automatically be sent as electronic invoices via AutoInvoice if this check box is selected.
If you for some reason cannot send one particular invoice electronically to a customer, you can send it either by email or regular mail; you go to the Kundfakturor (AR301000) window on the Invoice address tab, and deselect the Send to AutoInvoice option.
The following procedures describe how you set up AutoInvoice for a new or for an existing customer.
Förbered för att använda AutoInvoice för en ny kund
Prepare to use AutoInvoice for an existing customer
Related concepts
About preliminary configuration
Related tasks
Make customer-specific changes
Set customer print and email preferences
Enable write-offs for customer
Set up e-mail invoices for one customer
Configure mailing settings for dunning letters for a customer
Set up invoice mailing for a customer
Add a payment method and a bank account to a customer
Add delivery settings for a customer
Add general information for a customer
Add invoicing settings for a customer
Related windows
