Delivering invoices electronically through Visma.net AutoInvoicePrerequisites:
- A running integration with Visma.net AutoInvoice
- The customer must be able to receive invoices electronically
When sending invoices to Visma.net AutoInvoice, Visma Business includes metadata that includes information about how Visma.net AutoInvoice should forward the invoice so that it is delivered to the customer. In a lot of
cases, the delivery route is already known through address lists that are stored at
Visma.net AutoInvoice, all that is required is that the customer's Organisation no. is set in the
Associate
table.
Note: For Finland, the prefix 0037 is added to the Organisation no. to define the
electronic address. If this is incorrect, an override is available and described in
the paragraph about AutoInvoice endpoint ID.
However, although this should be sufficient, in some cases it may be
helpful for the delivery that the customer's access point (or operator) is known, by
adding AutoInvoice operator no. on
the customer. This gives Visma.net AutoInvoice more information about where to deliver the invoice, and in some cases the
operator is required for delivery.
If delivering to a different address than
the customer's
Organisation no., the
AutoInvoice endpoint ID
and
AutoInvoice endpoint scheme fields must be used. Together, these two fields define the same info as the
default metadata output, while overriding the default content. If you want to use a
GLN code or a different
Organisation no. than the
customer's, you put this number into the
AutoInvoice endpoint ID
field. To be able to use this information, the
AutoInvoice endpoint scheme must also have content. Scheme informs AutoInvoice what type of data that
AutoInvoice endpoint ID
contains, like Swedish organisation no, Norwegian organisation no, or GLN. The field
help for
AutoInvoice endpoint scheme shows the list of all valid codes to add to the field.
Note: Use the numeric
scheme code in the AutoInvoice endpoint scheme field.
Using operator code to route electronic
invoice
Visma.net AutoInvoice uses the content of the invoice XML to search through available address lists to
decide how to deliver the invoice electronically, if possible. In some
circumstances, for example of the same address occurs in multiple address lists, or
the highest priority route is not the correct one, an operator code must be used to
specify which route to use. This is set in the
AutoInvoice operator no.
field in the
Associate
table, on the invoice customer. As this value is required for order document sending
to AutoInvoice, but may cause sending failures for invoices (if route via operator
is not found, sending fails outright), it is only in use for invoices when the
Associate processing
option
Specify operator code when sending invoice is set.
Note: If the operator that is to be used is not on the available list, run
the Retrieve AutoInvoice operators processing in the AutoInvoice operator table to
update the list with new entries. If the expected operator is not found, you may
also add one manually. Note though that the code must be recognisable by
AutoInvoice for it to work.
Handling of electronic addresses in
Finland
When receiver country is Finland and the address is sourced
from
Organisation no.
(OVT), the prefix 0037 is automatically added to the electronic address, in the
format 0037:0037AAAAAAAA. For addresses based on OVT that must not include this
prefix, or are not based on OVT, use the AutoInvoice endpoint scheme and AutoInvoice
endpoint ID fields.
- Use Organisation no. only
if the electronic invoice address (EIA) is based on OVT, and the prefix 0037
is expected as part of the address in the format 0037:0037AAAAAAAA.
- If the prefix of 0037 is not expected or used by the receiver, set
AutoInvoice endpoint scheme = 0037, with AutoInvoice endpoint ID =AAAAAAAA, giving 0037:AAAAAAAA as EIA.
- Use AutoInvoice endpoint fields for any other source of EIA, like IBAN or
EAN. If the former, it should have AutoInvoice endpoint scheme = 0037. The correct scheme for EAN is 0088. See the field help for
AutoInvoice endpoint scheme for a list of all valid codes to add to the field.
Alternative routes if electronic delivery fails
If
Visma.net AutoInvoice doesn't find the electronic route, it will attempt to delivery the invoice to
alternative routes, in this order:
- AutoInvoice e-mail address
- E-mail address. This
depends on that the Printout if "AutoInvoice e-mail address" field is blank option in AutoInvoice processing is
not set.
- Print service. This means that AutoInvoice delivers the invoice to a service
that prints out the invoice and delivers it by mail. This option depends on
two things:
- The customer contains enough address information to deliver the
invoice by mail.
- The Print service option has been enabled.