B2C /visma-net-erp/help/work-processes/b2c section 2026-02-19T17:09:06+01:00 # B2C Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Activate and use B2C AutoInvoice service /visma-net-erp/help/work-processes/b2c/activate-and-use-b2c-autoinvoice-service section This overview presents the main steps for the B2C AutoInvoice process. 2026-02-19T17:09:06+01:00 # Activate and use B2C AutoInvoice service This overview presents the main steps for the B2C AutoInvoice process. The AutoInvoice B2C (business to consumer in Norway) service sends e-invoices directly to the consumer's online bank. Instead of sending a paper invoice to the consumer, the suppliers send and present their invoices electronically in the consumer's online bank. This workflow describes the steps in the activation and use of the B2C AutoInvoice service. Click the links to perform all necessary procedures.
workflow-1-new Settings in AutoInvoice settings
workflow-2-new Settings in Customer ledger preferences
workflow-3-new Settings in Customers
workflow-4-new Check agreements
workflow-5-new Send invoice to AutoInvoice
workflow-6-new Poll the invoice status
Settings in AutoInvoice settings /visma-net-erp/help/work-processes/b2c/settings-in-autoinvoice-settings page In the AutoInvoice settings (CS10250S) window, you can manage all settings related to how you use AutoInvoice, for example: 2026-02-19T17:09:06+01:00 # Settings in AutoInvoice settings In the AutoInvoice settings (CS10250S) window, you can manage all settings related to how you use AutoInvoice, for example: For more information: [AutoInvoice settings (CS10250S)](/visma-net-erp/help/management/management-windows/autoinvoice-settings-cs10250s/). > + Decide how to print, scan, receive and send invoices. > + Select what service to use to send consumer e-invoices to the bank. > + Select what AutoInvoice endpoint to use. > + Select an invoice import scenario. > + Set your preferred VAT settings for imported invoices. > + Set the VAT setting for the Invoice inbox. > + See the activation status of the service. 1. Go to the [AutoInvoice settings (CS10250S)](/visma-net-erp/help/management/management-windows/autoinvoice-settings-cs10250s/) window. 1. Under **B2C service for sending consumer e-invoice to bank**, click **Activate**. This will open a pop-up window. 1. In the pop-up window, fill in the name and e-mail address of a person entitled to enter into service agreements on behalf of the company. 1. Optional: If you have an OCR agreement with your bank, you can activate [Agreement capture](/visma-net-erp/help/work-processes/b2c/agreement-capture/) for the respective bank account, by selecting the **Use agreement capture (with OCR)** check box. 1. Click **OK**. An email will be sent to the address you provided, with a link to accept the terms of service. > [!NOTE] > Please note that after accepting the terms of service, it takes up to one working day for the AutoInvoice B2C service to become active. Once the service is activated with Nets and the bank's network, the button you used for activation will become disabled and will state that the service is active. Settings in Customer ledger preferences /visma-net-erp/help/work-processes/b2c/settings-in-customer-ledger-preferences page 2026-02-19T17:09:06+01:00 # Settings in Customer ledger preferences ## Before you start In order to send banking e-invoices to a customer, the customer must first enter into an agreement with your company. The agreement can be initiated in different ways, either by your company, or directly by the customer, from their online bank account. The process can be initiated by your company, in which case the customer will receive a request by sms or e-mail to accept the e-invoicing agreement. Invoices can only be delivered to the customer’s online bank account after the agreement has been accepted. There are a number of configurable settings which influence the sending of agreement requests and banking e-invoices to customers. 1. Go to the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. 1. Click the **AutoInvoice settings** tab. 1. The check box **Use the service "AutoInvoice - consumer route" anyway** allows you to specify how the system should handle customer invoices, in case a customer has the option **Send invoices as banking e-invoices** activated, but there is no active agreement in place for the respective customer: + Select - This means that the invoice will still be sent to AutoInvoice as a banking e-invoice and it will go to the customer's online bank account, provided that the customer accepts the e-invoicing agreement request within 3 days. If the customer doesn't accept the agreement. After the expiration of the 3 days, AutoInvoice will redirect the invoice to the customer by e-mail, if available, or via the regular post as a paper print. + Deselect - This means that the invoice will be sent to AutoInvoice as a standard invoice, and the AutoInvoice service will then deliver the invoice straight away by e-mail, or via the regular post as a paper print. + The check box is by default deselected. + For each invoice, you will be able to see the sending method that will be used, on the **Invoice address** tab, under **Print and email options**, in the field **Sending method**. 1. Optional: You can select, or deselect, the check box **Display warning message**. This option creates a yellow icon in the Sales invoices window, near the **Invoice address** tab. The check box is by default selected. When you click this yellow icon, the warning message reads: **The e-invoice agreement status for [CustomerName] is [Status] - last updated: [LastUpdatedDateTime]**. 1. When you are using a multi-branch company, there is an additional check box, **Send the consumer-supplier agreement for current branch only**, which you can either: + Select - If you only want to send the agreement request for the current branch. + Deselect - If you want to send the agreement request for all of the branches with an active B2C service. Settings in Customers /visma-net-erp/help/work-processes/b2c/settings-in-customers section 2026-02-19T17:09:06+01:00 # Settings in Customers ## Before you start In order to start sending banking e-invoices to a customer, you must enable this option for the respective customer, in the Customers window. The minimum required information for the customer is: + Customer number (when creating a new customer, you must save the record before you can select the banking e-invoice option). + Postcode and city. + Country – it must be Norway, as the service is only available for Norwegian customers. + E-mail address or mobile phone number. The phone number is retrieved from the field specified in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window, on the tab **AutoInvoice settings**. 1. Go to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window. 1. In the **Customer no.** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) and select a Norwegian customer. 1. Go to the **Invoicing settings** tab. 1. In the **Address** field, make sure the address is a Norwegian address. 1. Select option **Send to AutoInvoice**. 1. Under **Invoice contact**, enter either an e-mail address, or a phone number. 1. Select the check box **Send invoice to AutoInvoice as e-Invoice (Norway)**. 1. Click **Save**. The agreement request is now sent by sms if the mobile number is provided, otherwise by e-mail. In a multi-branch company, the agreement request is sent only for the current branch, or for all the branches with the B2C service activated, according to your settings in Step 2. Check agreements /visma-net-erp/help/work-processes/b2c/check-agreements page 2026-02-19T17:09:06+01:00 # Check agreements 1. Go to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window. 1. Select the **customer number** of the customer whose agreements you want to check. 1. Go to the tab **Other invoice settings**. 1. Check the status of the existing agreement of the customer. 1. Repeat these steps for every customer. Send invoice to AutoInvoice /visma-net-erp/help/work-processes/b2c/send-invoice-to-autoinvoice section 2026-02-19T17:09:06+01:00 # Send invoice to AutoInvoice 1. [Create an invoice](/visma-net-erp/help/customer-ledger/process-invoices/create-an-invoice/). 1. Click **Release**. The status changes to **Open** and. ![icon-confirmation](/media/visma-net-erp/icon-confirmation.png) is displayed 1. Click **Actions** and select **Send to AutoInvoice**. ![icon-confirmation](/media/visma-net-erp/icon-confirmation.png) is displayed, and the invoice is sent to AutoInvoice. > [!NOTE] > To send several invoices to AutoInvoice at once, see [Send several invoices or credit notes to AutoInvoice](/visma-net-erp/help/customer-ledger/manage-mailings/send-several-invoices-or-credit-notes-to-autoinvoice/). > > You can follow the status of your sent invoice on the **Invoice address** tab. See also: [Check sent email status for AutoInvoice.](/visma-net-erp/help/customer-ledger/process-invoices/check-sent-email-status-for-autoinvoice/) Agreement capture /visma-net-erp/help/work-processes/b2c/agreement-capture page If you have an OCR agreement with your bank, you can activate agreement capture for the respective bank account on the AutoInvoice tab. 2026-02-19T17:09:06+01:00 # Agreement capture If you have an OCR agreement with your bank, you can activate agreement capture for the respective bank account on the AutoInvoice tab. Agreement capture means that every time someone uses online banking to make a payment to your bank account, they will be informed that your company can send invoices directly to their online banking and will be invited to accept an agreement with your company for receiving invoices in this way. Agreement capture is supported for one bank account only, and you need to have an OCR agreement with the bank for that account. Currently, if you activate the AutoInvoice B2C service without agreement capture, you cannot activate agreement capture automatically at a later stage, and you must contact Visma Support to have agreement capture activated. You must specify the bank account number (BBAN – 11 digits number), the length of the CID code used on customer invoices, and the position of the eInvoice reference number within the CID code. Visma Net relies on using the customer number as the eInvoice reference, so you must indicate the position of the customer number within the CID code. If you use the default payment methods configuration from Visma Net, the CID code has 12 digits (including the check digit) and the position of the customer number / e-invoice reference is 1-5. Enter contact information for RF-1301 /visma-net-erp/help/work-processes/b2c/enter-contact-information-for-rf-1301 section 2026-02-19T17:09:06+01:00 # Enter contact information for RF-1301 1. Go to the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window. 1. Click the **Altinn settings** tab. 1. In the RF-1301 section, enter your contact information. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

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