In general terms, interest notes considered to be invoices when sending to
Visma.net AutoInvoice. This means that the following
AutoInvoice processing
options for invoice also apply for interest notes:
- Do not send CID to AutoInvoice
- Printout if "AutoInvoice e-mail address" field is blank
- Not VAT registered
In addition, handling of electronic addresses, e-mail addresses and bank information
are handled according to the same rules as for invoices.
To be able to send interest
notes to AutoInvoice, the document delivery method "AutoInvoice" must be selected for
Interest note. When this is on, and an interest note is printed, the data used is written to
the
Customer document table, with
details in the
Customer document line. As with
Order document, the
Customer document table contains
the fields
AutoInvoice status and
AutoInvoice document ID. When
the document data is created,
AutoInvoice status is set to
2 - Pending until
the interest note is sent, at which point the status is changed to
1 - Transferred. If the sending
fails, the status will be set to
3 - Failed transfer. If this
happens, it is most likely because of a missing or incorrect
AutoInvoice user API key,
AutoInvoice company UUID or
inability to connect to AutoInvoice or the internet in general. When the problem is fixed,
the processing
Send to AutoInvoice can be
used to retry sending.
Note: When printing interest note with the intention to send to
AutoInvoice, it is important to select the print option Print (Ctrl+P),
as only this will generate data to the Customer document table and be able to
deliver interest notes to AutoInvoice from this table.