This guide discusses how an accounting office can re-invoice a Netvisor invoice to its clients. Re-invoicing requires the use of accounts payable and accounts receivable, e-invoice reception, and certain user rights.
CONTENTS
Re-invoicing for the accounting office can be enabled for desired individuals by Netvisor customer service. This allows the Netvisor invoice to be re-invoiced to the accounting office's clients. Re-invoicing Netvisor expenses requires accounts payable and accounts receivable to be enabled in the accounting office. This is included in all package versions. The Netvisor invoice must also be received as an e-invoice. Additionally, the re-invoicer must have at least the rights to factual verify the accounting office's purchase invoices. Netvisor products are run into the company by the accounting office.
Note: Re-invoicing for the accounting office does not work if an automation rule has been applied to the Visma Solutions Netvisor invoice that changes the line item details of the invoice. The same issue occurs if an external program processes the invoice, altering the line item details from the original.
Re-invoicing
Re-invoicing is started by opening the accounting office's invoice from Netvisor Oy in the accounts payable view. The purchase invoice must be in the unprocessed state before re-invoicing. From the "Purchase invoice actions" button, select the "Re-invoicing" option. If this action is not visible, you do not have the right to re-invoice or the factual verifier rights.
The system compares the invoice and the customer card with each other and itemizes the billable services by company. If a company appears in red in the "Re-invoicing" view, the customer card must be checked for the business ID. The business ID must match between the customer card and the invoice. Once the correction is made, this function can be restarted. If a product line appears in red in the view, the product must be added to the product list. In this case, the product code and product name must match the product on the Netvisor invoice.
Note: The prices below are not the prices that will be formed on the sales invoice, but the VAT-inclusive price of the Netvisor invoice for the respective product.
Note: If there are many customers, it is recommended to invoice this in smaller batches. The option below will appear if the number of invoice lines exceeds 500.
Invoice date: The date on which the sales invoice will be created.
Due date: The invoice will have the default due date according to the customer's default payment terms. If the customer does not have default payment terms, the due date will be the date given in the re-invoicing due date field.
Text before invoice lines: Information can be written in the field that will appear on orders/invoices. The text before and after the invoice lines fields can accommodate 500 characters per field. The information on the invoice is always formed based on the information entered in the re-invoicing tool and is not retrieved from the company's or customer's standard texts. If the field is left empty, the invoice will have an empty Text before invoice lines information.
Text after invoice lines: Information can be written in the field that will appear on orders/invoices. The text before and after the invoice lines fields can accommodate 500 characters per field. The information on the invoice is always formed based on the information entered in the re-invoicing tool and is not retrieved from the company's or customer's standard texts. If the field is left empty, the invoice will have an empty Text after invoice lines information.
"Target:" dropdown menu allows you to choose whether the re-invoicing is done to accounts receivable as an invoice or as an order.
An order requires a Professional or Premium package if you want to re-invoice as orders.
Default cost objects for the sales invoice: If cost objects have been enabled in the company from the cost object management and line item cost object handling has been selected in the sales basic information. After this, the desired header can be selected behind the customer in the cost object management, allowing the desired cost object to be selected behind the customer. Now, with this Default cost objects for the sales invoice selection, you can decide whether to retrieve this cost object for the upcoming sales invoice from the customer's additional information edit tab.
Save missing customers as cost objects for the next header: This creates a cost object from the customer's name under the selected cost object header. Remember that if you select this and above select the cost object to be transferred to the sales invoice and both are under the same header, this Save missing customers as cost object selection will override the cost object behind the customer and the invoice will have the customer's name as the cost object.
Save objects also to purchase invoice lines: The selection updates the cost object on the purchase invoice posting line to the customer's name, in which case the header must be selected above.
Once the necessary information has been entered, press the "Invoice" button. This creates invoices in accounts receivable. The invoices go to the unsent state and, if necessary, invoices can still be edited on the accounts receivable side before sending the invoices.
Re-invoicing can be run an unlimited number of times per purchase invoice, so if errors occur, delete the erroneous invoices, correct the settings if necessary, and re-invoice again.
Package pricing re-invoicing
Re-invoicing Netvisor charges for customers in package pricing requires that the products on the Visma Solutions Oy invoice are found with the same product codes in the accounting office's Netvisor product register. For package pricing, the products are different from those in the "old" section/function-specific pricing. Therefore, new package pricing products must be added to the accounting office's product register.
Differences between package pricing and "old" section/function-specific pricing re-invoicing:
1. In package pricing re-invoicing, products are identified based on the product code. In "old" section/function-specific pricing re-invoicing, the matching factor is the product name. New package pricing products must be added to the accounting office's product register before re-invoicing to ensure re-invoicing works for packages! NOTE! If you have changed the product codes of "old" section/function-specific pricing products so that you have added the product code on the Visma Solutions Oy invoice to your product register with "NV-" marks at the beginning, modify the existing product codes so that they differ from the package pricing product codes. Otherwise, the re-invoicing tool will not be able to match package pricing and section/function-specific pricing products correctly when re-invoicing is done.
2. A customer in package pricing and package pricing products do not need to be added to a price group in Netvisor, and price multipliers are not defined at all. The re-invoicing tool forms the product line to be invoiced to the end customer with the price on the Visma Solutions Oy invoice when the customer and product do not belong to a price group.
NOTE! If re-invoicing Visma Solutions service invoices is transferred to Valueframe, price multipliers must be used in this situation. See detailed instructions here.
3. The accounting office's reseller commission is paid differently for customers in package pricing than in section/function-specific pricing. For customers in package pricing, a separate credit note is sent to the accounting office monthly for the reseller commission. This credit note is not re-invoiced to end customers. The reseller commission invoice must also be used as a partial payment for the package pricing invoice for that month. Credits due to the end customer are handled on the next package pricing invoice in the same way as for section/function-specific pricing.
Starting from March 1, 2019, the accounting office will receive three invoices monthly related to end customers' Netvisor charges if the accounting office has end customers in both section/function-specific pricing and package pricing. These invoices are:
Invoice for customers in section/function-specific pricing at accounting office prices -> this invoice is re-invoiced to end customers adding margins (i.e., customers and products with margins must belong to the pricing group to add the margin to the end customer's invoice)
Invoice for customers in package pricing -> re-invoiced as is to end customers (i.e., customers and products are not added to price groups)
Re-invoicing commission invoice -> not re-invoiced to end customers.
Attached are the products used by Netvisor
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