AutoInvoice settings (CS10250S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Button Description
Actions

Provides the following menu command, which you can click to invoke action:

Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected company.
Element Description
Branch ID

The unique ID assigned to the branch.
Branch name The name of the branch.
Company The company that is a part of the branch.
Corporate ID

The unique ID corporate ID for the company.
Active A check box that indicates (if selected) that the branch is an active branch.
Main Office A check box indicating (if selected) that the branch mentioned is the main office.
Element Description
Use printing services Select this check box if you want to use the printing services for AutoInvoice.
I accept the pricing agreement and want to use printing services Select this check box to confirm that you agree to the pricing scheme of the printing services.
Do not send invoices as PDF via email Select this check box if you do not want to send invoices as PDF using email.
Automatically mark file attachments to be sent to AutoInvoice Select this check box if you want file attachments that are added to the invoice to be sent to AutoInvoice. If you do not select it, you need to mark attachments for sending to AutoInvoice.
Contact person The contact person's name. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
Contact email The contact person's email address. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
Contact phone The contact person's telephone number. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
Element Description
Activate (button)

This button is only available if the agreement for sending consumer e-invoices to bank is inactive.

Click Activate if you want to start sending consumer e-invoices to bank.

Clicking Activate will open a dialog box where you enter your contact information (email address). You will receive an email that will initiate your agreement with AutoInvoice for using e-invoices with your bank. After receiving the email, you have three days to activate.

Deactivate
(button)

This button is only available if the agreement for sending consumer e-invoices to bank is active.

Click Deactivate to stop sending consumer e-invoices to the bank. You will be able to reactivate again later and start a new agreement.
Activation status

A text indicating current activation status.
Element Description
Activate Select this to activate the use of invoice response messages.
Activation status A text indicating current activation status.
Activation status message A message that explains the status of activation. If you get an error message instead of a status message, please contact Support.
Element Description
Use AutoInvoice for receiving electronic invoices Select this check box to confirm that you want to use AutoInvoice for receiving e-invoices.
Use the ELMA register Select this check box if you want to use the ELMA register. This enables suppliers to send you electronic invoices without having established an electronic invoice agreement beforehand. Being registered in ELMA, you commit to receive files in "Elektronisk handelsformat" (EHF).
Contact's email address The contact's email address.
Element Description
Activate (button) Click Activate if you want to use scanning services.
Scan account is deactivated (button) This button is only active if you have activated the AutoInvoice service and you want to deactivate it.

Your scan address

Electronic scan address (pdf files can be sent to this email address

 Enter the email address to which you want to receive PDF files.
Element Description
Company name The name of the company you want to send paper invoices to.
Scanning ID The scanning ID is the ID you get from AutoInvoice, which recognises your scanning contract. It is automatically filled in when you activate the service.
Postal address The postal address of the company.
Postcode The postal code of the company's address.
City The name of the place connected to the postal code.
Element Description
AutoInvoice endpoint The name of the endpoint used for AutoInvoice.
Element Description
High level VAT ID The high level VAT category you want to use on imported invoices.
Medium level VAT ID The medium level VAT category you want to use on imported invoices.
Low level VAT ID The low level VAT category you want to use on imported invoices.
Zero level VAT ID The zero level VAT category you want to use on imported invoices.
Element Description
Non-taxable Select Non-taxable if you want all invoices coming in to the Invoice Inbox (AP50604S) to be categorised as non-taxable documents. Only gross amounts will be on invoices that are without VAT.
Scanned invoices: Calculate net amount based on VAT amount When this option is checked, Invoice inbox treats scanned invoices differently by taking the VAT amount as the starting point instead of the net amount. Then Invoice Inbox (AP50604S) calculates backwards the net amount. The difference between the sum of the VAT amount and the calculated net amount and the total invoice amount from the scanned invoice are is then updated to the rounding difference.
Element Description
Activate AutoInvoice (button)

You can click this button to activate AutoInvoice. A KYC verification email will automatically be sent to the customer administrator's email address. This email can be forwarded to a company signatory, to complete the KYC process that is associated with the activation of AutoInvoice. See also: About Know your customer (KYC).

This button is only visible when AutoInvoice is not activated.
Activation status

The activation status of AutoInvoice:

  • Not activated - this status indicates that AutoInvoice has not been activated for this company / branch.
  • Activated - this status indicates that AutoInvoice has been activated for this company / branch.
Activation status message A message that explains the status of activation. If you get an error message instead of a status message, please contact Support.
Verified (KYC) status

The verification status for the KYC process:

  • Unverified - this status indicates that the KYC process has not been completed.
  • Verified - this status indicates that the KYC process has been completed.
This status is only visible when the activation status of AutoInvoice is Activated.
Verify KYC (button)

You can click this button to start the KYC process. A pop-up window will appear and you can follow the instructions to complete this process. See also: About Know your customer (KYC).

This button is only visible when the activation status of AutoInvoice is Activated and the Verified (KYC) status is Unverified.
Element Description
Link

Click this button to link the company to the AutoInvoice account.

Related concepts

About invoice response messages