This guide covers how to enable Visma Amili Oy's collection service, manage invoice collections, and handle collection-related situations in Netvisor.

Contents

Visma Amili Oy's (formerly Visma Financial Solutions Oy) collection service Amili collection enables the electronic transfer of invoices to collection. Collection can be easily initiated as part of Netvisor's invoice processing process.

More information about Visma Amili Oy's reminder and collection service Amili collection can be found at https://amili.fi/ and https://amili.fi/duetto-perintapalvelu-amili-perinta

Service activation and pricing

You can access the service from Netvisor Store. To activate the service, you need one of the following access rights: User Administrator (KH), Accounting Firm Main User (TPK), Company Main User, Company User Profile, or All Rights Profile. Additionally, an email address must be saved in the Communication tab in Personal Basic Settings, and an email address and phone number in the Personal Basic Information tab. Service activation does not require the use of the Web Service interface. 

Amili Collection service is activated through Netvisor Store:

  1. Select "Activate" in the Store. The service activation will inform you what data is transferred in the service
  2. Select "Proceed to Amili Collection service activation".
  3. Accept the service terms and finalize the activation in Netvisor KYC service by clicking the link. This completes the activation process.

The service is activated in Netvisor, and you can conveniently send invoices to Amili Collection's reminder and collection service. 

Assignments made before the activation of the new Amili Collection service are still trackable from Visma Collection Service (Duetto) portal, they do not transfer to Amili Collection service portal. These are still managed from Duetto's portal. Assignments transferred to Amili Collection service are trackable from Amili portal, for which you will receive credentials after sending the first assignment. Note! Netvisor KYC also accepts position authorization, so it can be filled by an accounting firm person. If Amili needs a person with signing authority, this will be asked separately from the customer.

Netvisor charges the price according to the e-invoice sending transaction for the material sent to Amili collection. More information in our price list. The service does not have a fixed annual fee, but Amili may charge its own transaction fees. For costs related to Amili, you should contact Amili.

More information about the service can be found on Amili's pages Netvisor Marketplace. 

If the activation is incomplete, the service goes into a state of waiting for activation. This resets within 3 days, and then the service is turned off, and the activation can be restarted if desired. 

Note! Activating the Amili integration from the store is not possible between 22:00 - 05:00 due to Amili's maintenance break.

Using Amili reminder service

Sending material to Amili reminder service is done from the Open Sales Invoices view according to the normal printing and sending process. In the view, select overdue and choose "Process overdue" from the bottom of the view. From the opened menu, select "Transfer to Amili collection service", then the view opens:

A reminder material can be created from the invoice when the invoice is in the "Overdue" status. The collection status of invoices can be manually changed from the Open Sales Invoices view's "Update status" link at the desired invoice. If the customer is in collection prohibition, the invoice cannot be transferred to Amili collection service.

In the printing and sending process, the sending channel for invoices automatically becomes Visma Amili Reminder Service. Materials are sent to Amili by clicking the button "Send materials to Visma Amili reminder service"

Using Amili collection service

Sending material to Amili collection service is done in Netvisor from the Open Sales Invoices view. In the view, select the invoice that is in the "Reminded" section, and click the button "Process overdue". From the opened menu, select "Transfer to Visma Amili service". A collection assignment material can be created from the invoice when it is in the "Reminded" status. This means that both a payment reminder and notice have been previously sent from the invoice, and the collection status has been updated accordingly. The collection status of invoices can be manually changed from the Open Sales Invoices view's "Update status" link at the desired invoice.

In the opened sending process view, the material type is a collection letter, and the sending channel is "Visma Amili collection service". Materials are sent to Amili by clicking the button "Send materials to Visma Amili collection service"

Principles of Amili collection service

Invoices sent to Amili collection are visible in the Open Sales Invoices view under the Visma Amili service header.

The price according to the e-invoice sending transaction is charged for the material sent to Amili.

Collection statuses are updated by Amili for invoices sent to Amili reminder and collection service. When you open the invoice, the latest collection phase made for the invoice is visible on the invoice header row. No changes need to be made to Netvisor's default collection texts, as they are intended for manual collection. Amili has its own invoice templates for invoices sent forward to customers, and if special texts are desired in collection letters sent from Amili, Amili should be contacted. Amili collection supports the use of auxiliary business names, so if an auxiliary business name is selected on the invoice, this information is also sent to Amili. 

Amili collection service is available for both business and private customer invoices. The collection service can also handle the collection of foreign invoices.

If a payment is received for an invoice sent to Amili, the text indicating that the payment has been received for an invoice sent to Amili collection service is shown in the Received Reference Payments listing and account statement view for the respective payment. Bypass materials are automatically sent to Amili for payments of invoices transferred to reminder or collection. This keeps the balance in collection up to date at all times. The payment is automatically matched if it contains the correct invoice reference number and amount and arrives as machine-readable reference material in Netvisor. 

If an invoice is mistakenly sent to Amili collection, the collection must be canceled by contacting Visma Amili Oy directly. Then inform Netvisor customer support in writing about the company from which the invoice was sent and the invoice number, so the invoice can be returned to overdue.

Adding manual payment to invoice sent to Amili collection service

When manually recording a payment received from a customer to an invoice, ensure that you remove the selection from "Payment is settlement from collection agency". Removing the tick indicates to Amili collection that it is a bypass payment from the customer.

Also note that if the tick is left in the "Payment is settlement from collection agency" box, the payer will always automatically be Amili, even if some other information is entered during the creation of the payment. 

Netvisor's credit loss processing does not send information to Amili collection, so if this is used, Amili must be contacted first. 

If a credit invoice is applied to an invoice in Amili collection service, bypass payment information is sent to Amili. 

If the customer pays directly to the customer's specified account and the reference matches, it is automatically matched in Netvisor, and bypass payment information is automatically sent to Amili.

Note on handling invoices sent to Amili Collection:

Once an invoice is sent to Amili Collection, modifying or deleting related payments in Netvisor is not possible. This practice ensures the consistency of invoice payments both in Netvisor and Amili. Changes to payments in Netvisor do not automatically transmit information to Amili, which could cause discrepancies in invoice data.

If you notice that an incorrect payment has been recorded in Netvisor for an invoice sent to Amili Collection, we recommend contacting Amili customer service directly to resolve the situation. An incorrect payment can be corrected in Netvisor by recording a negative payment for it.

Contact person information on customer card

To facilitate the work of the collection agency, it is advisable to add the default contact person's phone number and email address to the customer card. The function is found in the upper right corner of the main view of the customer card as follows

The default contact person's contact information is included in the transfer file sent to the collection agency, thus facilitating the collection process. When you create this contact person, it automatically becomes the default contact person for the respective customer. Additionally, in Sales Basic Information, the option "Bring customer's default contact person to invoice" must be selected.

Collection costs

If reminder or collection costs have been added to the invoice in Netvisor, these do not transfer to Visma Amili. If necessary, contact Visma Amili support regarding collection costs.

Amili collection service credentials

Assignments transferred to Amili Collection service are trackable from Amili portal, for which you will receive credentials after sending the first assignment. Credentials are activated for the user who has activated the service through the Store. This user can also create credentials for other users in the Amili portal. 

Handling currency invoices

Amili collection service cannot receive currency invoices, and the sending will result in an error. If a receipt has been created for the sales invoice, its currency cannot be changed, and the collection must be performed through other means.

Handling interest invoices

Information from a separate interest invoice made in Netvisor does not go to Amili, so Amili calculates interest according to the original invoice. If the Amili service is in use and the invoice is sent there, a separate interest invoice should not be made from Netvisor for this invoice.

Payment plan on invoice

If there is a payment plan on the invoice and the customer pays the invoice partially, the settlements will come to the invoice as reference payments and automatically match the invoice if "Match partial payments by default" is selected in the sales basic information. This must be selected before the invoice is processed and sent forward.

Service removal

Amili collection service can be closed through Netvisor Store. It is immediately taken out of use. No separate notification is sent to Amili about the removal, so Amili processes invoices already sent there in the background. We recommend contacting Amili in the removal situation and informing them that the service has been terminated, and this should also address what to do with invoices already being processed in Amili, whether the collection should be completed in Amili or stopped at the same time as the service usage is terminated.


Keywords: Amili collection service, Netvisor Store, Open Sales Invoices, reminder service, collection costs, manual payment, currency invoices.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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