This guide covers billing settings, including sales invoice additions, standard texts, and email cover messages.
Billing settings can be found under Sales > Settings > Billing settings.
Sales invoice additions
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. After establishing the product, select "Add invoice line" in the Sales invoice additions view and add the desired product to the sales invoice addition. You can also add comment lines or multiple products. You can change the order of the lines by dragging the line with the mouse to the desired position from the two vertical bars on the left edge. Finally, press "Save billing additions".
Sales invoice additions can be added to a sales invoice by selecting Other line actions > Add billing additions on the sales invoice.
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.
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, orders, and 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. Similarly, the free text field of the invoice form before and after the invoice lines will override 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 (e.g., Standard text before invoice lines in Swedish).
Email cover messages
Sender's email address: In this 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.
Factoring accounts
By entering the financing company agreement information in the management of Factoring accounts, 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.
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.
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.
Keywords: Billing settings, sales invoice additions, automatic sending, standard texts, email messages, factoring accounts, consumer e-invoicing, tax codes.
This article has been translated using an AI-based translation tool.
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