CONTENT
- Sales invoice additions
- Automatic sending
- Standard texts
- Email cover messages
- Factoring accounts
- Consumer e-invoicing
- E-invoicing tax codes
This guide covers billing settings, including sales invoice additions, standard texts, and email cover messages.
You can open the view by selecting Sales > Settings > Billing settings.
Sales invoice additions
The sales invoice addition appears on the sales invoice as an invoice line. The addition to be added must first be established as a product in the product register so that it can be selected to appear as an invoice line. Instructions for adding a new product can be found here.
- First establish the addition to be added as a product in the product register according to the instructions.
- Open the Sales invoice additions view from Sales > Settings > Billing settings > Sales invoice additions.
- Select Add invoice line.
- Select the product to be added and add it as an invoice line to the sales invoice addition.
- If necessary, also add comment lines or multiple products.
- Change the order of the lines by grabbing the two vertical bars on the left edge and moving the line with the mouse to the desired position.
- Finally, press Save billing additions.
On the sales invoice, sales invoice additions are available as an addable line action.
- Open the sales invoice.
- Select Other line actions > Add billing additions.
Automatic sending
In the automatic sending settings, you can select from which invoices the invoices are sent automatically. More detailed instructions on the subject can be found here: Sales invoice automatic sending.
- Open the automatic sending settings from Sales > Settings > Billing settings > Automatic sending.
- Select from which invoices the invoices are sent automatically according to the Sales invoice automatic sending instructions.
Standard texts
In the management of standard texts, you can set standard texts before and after the invoice lines. The texts are printed on sales offers, sales orders, and sales invoices. Different language versions of invoices can have their own texts.
The standard texts to be set use the same fields as:
- the text fields in the customer's default information before and after the invoice lines
- the free text of the invoice form before and after the invoice lines
If default texts are defined on the customer card, they will override the texts entered in the management of standard texts. The free text field of the invoice form before and after the invoice lines overrides both the customer's default texts and the standard texts.
If an invoice in Swedish or English is used (the language of the invoice can be defined in the customer's information under Edit additional information > Invoice language), the translations must be added to the fields reserved for them (for example, Standard text before invoice lines in Swedish).
- Open the management of standard texts from Sales > Settings > Billing settings > Standard texts.
- Enter the standard texts in the fields before and after the invoice lines for the desired language versions.
- Note that the customer's default texts and the free texts of the invoice form can override the standard texts.
Email cover messages
In the Sender's email address field, you can define the company's own address. The sender's email address always appears as noreply@netvisor.fi and the sender's name as the company's name. If the customer replies to the received message, the message will arrive at the address defined in this field. If the delivery of a sales invoice sent by email to the recipient fails, the error message of the invoice will arrive at the email address defined in this field. More information about sending sales invoices by email can be found in this guide: Sending sales invoices by email.
In the Message cover field, you can write a message that will appear to the recipient of the email in the email message. The Swedish and English covers are written in the fields reserved for them.
- Open the email cover message settings from Sales > Settings > Billing settings > Email cover messages.
- Enter the company's own address in the Sender's email address field if you want replies and error messages to be sent to this address.
- Enter in the Message cover field the message that will appear to the recipient of the email.
- Enter the Swedish and English covers in the fields reserved for them if you send invoices in these languages.
Factoring accounts
In the management of Factoring accounts, you enter the financing company agreement information. Based on this information, electronic transfer of invoice information to the financing company is enabled.
More detailed instructions on factoring settings can be found on a separate guide page
Factoring billing.
- Open the management of Factoring accounts from Sales > Settings > Billing settings > Factoring accounts.
- Enter the financing company agreement information according to the Factoring billing instructions so that the electronic transfer of invoice information to the financing company is available.
Consumer e-invoicing
The Consumer e-invoicing tab contains a list of valid billing notifications that the notifier (the company acting as the biller) has sent to the bank. More detailed instructions on sending and settings of consumer e-invoices can be found here:
Consumer e-invoicing - sending electronic invoices to consumer customers.
- Open the Consumer e-invoicing tab from Sales > Settings > Billing settings > Consumer e-invoicing.
- Review the valid billing notifications that the company has sent to the bank.
- Follow the Consumer e-invoicing - sending electronic invoices to consumer customers instructions when sending consumer e-invoices and managing their settings.
E-invoicing tax codes
E-invoicing tax codes are activated when the selection EU-standard compliant e-invoice is made in the customer's basic information. More detailed instructions on tax codes can be found in the guide Sending e-invoices to business customers.
- Open the customer's basic information.
- Select the setting EU-standard compliant e-invoice for the customer so that the e-invoicing tax codes are activated.
- Learn more about the tax codes in the Sending e-invoices to business customers guide.
Frequently asked questions
Question: Where can I find the billing settings?
Answer: Open the billing settings by selecting Sales > Settings > Billing settings.
Question: How do I add sales invoice additions to a sales invoice?
Answer: First establish the addition as a product in the product register, add it as an invoice line in the Sales invoice additions view, and on the sales invoice select Other line actions > Add billing additions.
Question: How do standard texts affect the customer's default texts and the free texts of the invoice form?
Answer: The default texts defined on the customer card override the texts entered in the management of standard texts, and the free text field of the invoice form before and after the invoice lines overrides both the customer's default texts and the standard texts.
Question: To which address are replies and error messages from sales invoices sent by email delivered?
Answer: Replies and error messages are delivered to the address you enter in the Sender's email address field in the email cover message settings.
Question: When are e-invoicing tax codes activated?
Answer: E-invoicing tax codes are activated when the EU-standard compliant e-invoice setting has been selected in the customer's basic information.
Question: Where can I see the billing notifications related to Consumer e-invoicing?
Answer: You can see the valid billing notifications on the Consumer e-invoicing tab in the billing settings.
Question: How do I enable electronic transfer of invoice information to the financing company?
Answer: Enter the financing company agreement information in the management of Factoring accounts according to the Factoring billing instructions.
Keywords: Billing settings, sales invoice additions, automatic sending, standard texts, email messages, factoring accounts, consumer e-invoicing, tax codes.
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