Sending invoices and credit notes to Visma.net AutoInvoice

Sending invoices and credit notes to Visma.net AutoInvoice

1. Invoice/credit note(s) will be sent to Visma.net AutoInvoice only if the order is marked for Invoices sent by AutoInvoice in the Document delivery method 1 dialog.
   1. You may set Override invoice document delivery with AutoInvoice in AutoInvoice processing in the Company data table so that all new sales orders are created with AutoInvoice set in Document delivery method 1.
   2. You may set Invoices sent by AutoInvoice in Document delivery method 1 on the customer in the Associate table.
   3. You may set Invoices sent by AutoInvoice in Document delivery method 1 on the order after it has been created.
2. Print an invoice in Visma Business using the standard invoice printing routine.
3. Click OK in the Invoice approval dialog box.
4. The system will connect to Visma.net AutoInvoice portal.
   In order to be able to send invoices and credit notes to Visma.net AutoInvoice, a connection to the Visma.net AutoInvoice portal must be established.
   If no connection can be established after the approval dialog, or if the connection is lost during processing, an error message will be displayed and logged in the EDI error message table. The invoices/credit notes will be marked with AutoInvoice status 3 - Failed transfer in the Order document table.
5. The system will fetch the AutoInvoice user API key.
   The AutoInvoice user API key will be fetched in the following order:

   1. From the logged on user.
   2. If this is not set, the AutoInvoice default user API key is fetched from Company data table.
   3. If this is not set, any invoices marked for sending are marked as 3 - Failed transfer and the processing is aborted.
6. The invoice/credit note will be sent to Visma.net AutoInvoice.
   If the transfer of invoices and credit notes fails, an error message will be displayed and logged in the EDI error message table. The invoices/credit notes will be marked with AutoInvoice status 3 - Failed transfer in the Order document table.
7. Visma.net AutoInvoice will send the invoice/credit note to the receiver electronically if the customer is able to receive the invoice that way, or through e-mail/postal service.