Consumer invoicing through Visma.net AutoInvoice

This guide concerns mainly with sending invoices electronically to end consumers through Visma.net AutoInvoice. There are however parts that are of relevance for consumer invoicing through other routes.

Prerequisites:

• A running integration with Visma.net AutoInvoice

Identifying a customer as consumer (for all consumer invoicing)

To identify an AutoInvoice customer as consumer, select Private person in the Customer options field. This will determine how Visma Business delivers the invoice to AutoInvoice and how AutoInvoice handles the invoice when received.

Sending B2C (consumer invoicing) agreement suggestion to customer

Prerequisites:

• A running integration with Visma.net AutoInvoice
• Signed B2C vendor agreement in the AutoInvoice portal

Note: Vendor agreement can also be signed in the embedded webpage, if it is available.

When a B2C vendor agreement has been signed and is active, it is possible to select customers in Visma Business and send a B2C agreement suggestion through AutoInvoice. This is done with the processing Send B2C agreement suggestion to AutoInvoice. When sent, the customer will receive a notification, either through text message or e-mail that they may accept or reject. If accepted, invoices can be delivered to the customer through online banking.

To be qualified for this processing, a customer must have

• Private person selected (alt. an AutoInvoice operator no. identified as B2C)
• Either Mobile phone
• or AutoInvoice e-mail address

If not accepted, and the vendor agreement is active, the customer will receive a new notification when sending invoices.

Downloading new B2C e-invoice references

To deliver an invoice through online banking, the invoice must contain an e-invoice reference. This is registered when the agreement suggestion is registered in AutoInvoice. For an invoice to be delivered electronically, the e-invoice reference must be present in the field EAN loc. code on the customer at at the time of invoicing. If the agreement suggestion has not been rejected, the e-invoice reference can be downloaded by running the Check for AutoInvoice entry processing. This processing will check AutoInvoice for all qualified consumers that do not already have content in EAN loc. code, so selecting which customers to check is not necessary.

If the consumer is found in AutoInvoice (using Cust. no. in combination with Mobile phone and/or AutoInvoice e-mail address for identification), the reference is downloaded and a confirmation message is shown on screen.

Sending a consumer invoice for electronic delivery

Prerequisites:

• A running integration with Visma.net AutoInvoice
• Signed B2C vendor agreement in AutoInvoice
• An accepted B2C agreement
• E-invoice reference in EAN loc. code

When the e-invoice reference is in place, Visma Business will include it in the invoice sent to AutoInvoice, if the customer is identified as consumer. When the invoice is sent, AutoInvoice checks the e-invoice reference to find it in the Consumer Vendor Registry (CVR). If found, the invoice is delivered electronically through online banking. How it is delivered to the consumer depends on which agreements the company has with AutoInvoice for delivery (for example B2CNO or Vipps Faktura).

If not found in the CVR, the invoice is delivered by e-mail. If that route is not available (if the e-mail address is not included in the invoice data), the invoice will be printed and delivered by mail, unless that option has been turned off in AutoInvoice.

Also if not found, while the current invoice is delivered, a new notification of B2C agreement suggestion is sent to the customer by e-mail or mobile phone (if either is available). Note again that the sending of notification only happens if the B2C vendor agreement is active.

Alternative to sending electronic with Private person selected

While using Private person is the easiest way to identify the customer as a consumer, there is an alternative available, by setting AutoInvoice operator no. to a value identified as B2C. This option is limited to specific markets, and it will use that specific way of delivering the invoice, unlike Private person, which will look for any available. All other functionality works the same, except if an invoice is sent and the e-invoice reference is not found in the CVR. In this scenario, using the AutoInvoice operator no., the invoice is put on hold in AutoInvoice for three days, while the notification of B2C agreement suggestion is sent to the consumer. If not accepted after three days, or rejected, the invoice is delivered by alternative route (meaning e-mail or printed and mailed).

Private person selected and sender country is not Norway

If Private person is selected in Customer options on the invoice customer, but Country no. in Company data is not identified as Norway, the handling of electronic sending will be different. Electronic address will be determined in the same way as when Private person is not set, except that EAN loc. code is also checked for (as this is the default option for consumer invoice). The fields that are checked for electronic address are in the following order:

1. AutoInvoice endpoint ID (requires value also in AutoInvoice endpoint scheme to be set)
2. Organisation no.
3. EAN loc. code

If none of these values are found (or if found, they are not valid for electronic delivery), the invoice will be delivered by alternative route, either e-mail or by print.

Sending a consumer invoice for electronic delivery in Sweden

How to set up consumer invoicing in Sweden

1. Set the AutoInvoice operator no. for InExchange on the customer.
2. Enter the FMI address for the customer in AutoInvoice e-mail address.

When sent, the invoice will be transferred through AutoInvoice to InExchange and handled as a consumer invoice from there.