Rebilling Service Invoices in Visma Solutions

With the purchase invoice line transfer interface, you can transfer the line item details of service invoices sent by Visma Solutions from Netvisor and Maventa to ValueFrame for each customer using a mass function. This function streamlines the processing of service invoices sent by Visma Solutions from Netvisor and Maventa, and cannot be used with invoices from other suppliers. For accounting firms, this facilitates the transfer of consolidated invoices containing multiple customers to ValueFrame, ensuring that each customer's purchase invoice line item details are allocated to the correct sub-project for expense tracking or potential re-invoicing.

The purchase invoice must contain accounting lines so that they can be processed with the re-invoicing tool and transferred to ValueFrame. If the lines are single-accounted, only the single-accounted line will be transferred to ValueFrame. Account the lines only after you have confirmed that the purchase invoice lines are in ValueFrame.

In the purchase invoice transfer view, you can set the customer's sub-project, product, and re-invoicing price from the re-invoicing details with one click using the mass function. The mass function can be found under the "Process selected" menu.

The automatically retrieved re-invoicing details for each invoice line are as follows:

1. Sub-project - The mass function retrieves the sub-project of the customer's Netvisor or Maventa expenses for the line based on the business ID found on the purchase invoice line. In ValueFrame, there must be a setting in the sub-project details indicating that this sub-project is used for the automatic filling of Netvisor or Maventa invoices.
2. Product - The mass function sets the product found on the e-invoice for each line. Product retrieval requires that the company's product register contains each product found on the invoice. Product allocation is done using the product code.
3. Expense transfer method - The mass function sets the user's chosen expense transfer method, which can be either "Re-invoicing" or "Transfer only as an expense".
4. Total price - If the user selected the pre-filling of lines with re-invoicing details from the mass functions, the function calculates the resale price for each line based on the customer's and product's price coefficients. Using this function requires that the company has each customer detail from the purchase invoice line in the Netvisor customer register and each product from the purchase invoice line in the product register, and additionally, price coefficients are set for these in Netvisor. Read more about Netvisor's price coefficients on the guide page: Price management.

Once the re-invoicing details have been pre-filled using the mass function and the transferable details have been checked in the preview view, the selected purchase invoice lines are transferred by clicking the "Transfer selected lines to ValueFrame" button.

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