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.

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.

The top part

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.

The AutoInvoice tab

The Sending invoices section

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.

B2C service for sending consumer e-invoice to bank

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) (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.

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) (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.

The Invoice response messages section

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.

The Receiving invoices section

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.

The Scanning services section

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.

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.

The Postal scan address for paper invoices section

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.

The AutoInvoice section

Element	Description
AutoInvoice endpoint	The name of the endpoint used for AutoInvoice.

The Invoice import settings section

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.

The VAT setting for Invoice inbox section

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.

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.

The AutoInvoice setting section

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.

The Link company to AutoInvoice account section

Element	Description
Link	Click this button to link the company to the AutoInvoice account.

Concepts

About invoice response messages