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) window, on the tab AutoInvoice settings.

1. Go to the Customers (AR303000) window.
2. In the Customer no. field, click and select a Norwegian customer.
3. Go to the Invoicing settings tab.
4. In the Address field, make sure the address is a Norwegian address.
5. Select option Send to AutoInvoice.
6. Under Invoice contact, enter either an e-mail address, or a phone number.
7. Select the check box Send invoice to AutoInvoice as e-Invoice (Norway).
8. 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.