Setup in Visma Business

Necessary setup in Visma Business.

The Inkassoavtal table has been introduced for setting up the agreement between Visma Business and Visma AutoCollect.

In this table, the client must select if AutoCollect is going to handle the reminder service, or only the debt collection. The Endast inkasso parameter in the AutoCollect-behandling field decides this (and should be similar to what you actually have agreed with AutoCollect for which kind of services they should do for this client). Once this has been decided, all other relevant and mandatory fields need to be filled out before running the Aktivera AutoCollect processing. When running the Aktivera AutoCollect processing a validation is performed to make sure all necessary fields are filled out. If the agreement is successfully sent then you will notice that a unique value is automatically set in the Användarnamn, inkasso field.

Anm: Sending of invoices to cannot be done until the company is approved in Visma AutoCollect. The approval will be sent to e-mail address in the Kontaktperson, telefon field.

A password is automatically set when running the Aktivera AutoCollect processing. The Ändra lösenord processing should only be executed if new password has been received from Visma AutoCollect.