Transitioning to a Direct Customer

This guide explains how the use of Netvisor can be transferred from an accounting office to the company itself if necessary. In this case, the management of the Netvisor environment, the contractual relationship, and the billing for the use of the service are transferred from the accounting office to the company itself. The existing material is transferred to the company at the agreed transfer time. The transfer requires an authorisation form, which authorises Visma Solutions Oy to dissolve the accounting office link and transfer the customer company's material usage rights to the customer itself.

CONTENTS

• Direct customer transfer process
  • Netvisor service billing
  • Service package and pricing
  • Transfer month
  • User rights and contract management
  • Tax authority certificate
  • Useful links
  • Form for direct customer transfer

Direct customer transfer process

1. Start the transition to a direct customer at the initiative of either party (customer company or accounting office) as follows:
   1. Fill in the confirmation form details.
   2. Send the form to both parties for signing.
   3. Make sure that both the customer company and the accounting office sign the form. With the signatures, you confirm that the mutual Netvisor contract has ended.
   4. Note that in a direct customer transfer, the customer company is transferred as a direct customer of Visma Solutions Oy (“Visma”) for the Netvisor service.
   5. Open the form by selecting Confirmation of direct customer transfer.
2. After sending the form, proceed as follows:
   • Do not contact Netvisor customer service separately, as the information about the form being filled in is automatically forwarded there.
   • Wait for Netvisor to check the companies’ credit information before transferring to a direct customer.
   • Note that the transfer can only be made if the credit information is in order.
   • If there is an obstacle to the transfer, follow your email: you will receive a notification of the obstacle by email.
   • Be aware that the Turnover class is checked during the transfer and corrected if necessary.
3. When the credit information and other above-mentioned matters are in order, the transfer can be carried out.
   1. On the transfer form, select how the user rights of the transferring accounting office will be handled:
      • select that Netvisor support deletes all user rights of the transferring accounting office from the company’s environment, OR
      • select that all user rights of the transferring accounting office are kept unchanged, OR
      • select that Netvisor support deletes only the TPK rights in connection with the transfer and the company itself is responsible for user rights after the transfer.

Netvisor service billing

Proceed with billing as follows:

• Invoices for the use of Netvisor are primarily delivered as e-invoices.
• If the company does not use e-invoicing, provide an email address to which invoices can be sent.
• In addition, provide the company’s postal address or scanning service address (not an email address) for billing purposes.
• Note that we reserve the right to charge €5 per paper invoice sent.

Service package and pricing

 Note the following regarding the service package and pricing: 

• Do not change the service package because of the transfer, as the transfer does not affect the service package in use by the company; as a rule, it remains unchanged.
• If the Light package is in use, it will be updated to the Basic package, as the Light package is only available through Netvisor’s accounting office partners.
• Note that any accounting office-specific discounts in use will be removed in connection with the transfer.
• Note that, in addition to the service package, transaction fees are billed normally according to the realization and our price list.
• If you want to change the package, do so via the Store.

Transfer month

Plan the transfer time as follows:

• As a rule, the transfer time is at the beginning of the month.
• Note the restriction due to billing: direct customer transfers are carried out starting from the 5th day of each month at the earliest.

User rights and contract management

During the transfer, proceed with user rights and contract management as follows:

• Name the person to whom the company’s user management and administrator role will be assigned.
• Make sure that the named person understands the role of the administrator.

“Administrator refers to the natural person named by the Customer, who is given the administrator rights of the Service, which include the rights to establish new user accounts, add or delete Service sections, and sign contracts within the Service; and who acts as the Customer's representative.”

Tax authority certificate

After the direct customer transfer, proceed as follows regarding the tax authority certificate:

• Apply for a system-specific certificate for your company for sending statutory notifications, as the accounting office-specific certificate will no longer be valid after the transfer.
• Read more in the guide Tax authority certificate.

Useful links

• Form for direct customer transfer
• Form for companies in English
• Netvisor Store
• Price list
• Package comparison
• Tax authority certificate
• User and user rights management
• Formulär av överföringen på svenska till redovisningsbyråerna
• Formulär av överföringen på svenska till företagen

Frequently asked questions

• What does a direct customer transfer mean in Netvisor?
  In a direct customer transfer, the management of the Netvisor environment, the contractual relationship and billing are transferred from the accounting office to the company, and the company becomes a direct customer of Visma Solutions Oy.
• How do I start a direct customer transfer?
  Start the transfer by filling in and signing together with the accounting office the form Confirmation of direct customer transfer.
• Will my service package change in connection with the transfer?
  As a rule, the service package remains unchanged, but the Light package will be updated to the Basic package, as the Light package is only available through accounting office partners.
• How is Netvisor billing handled as a direct customer?
  Invoices are primarily delivered as e-invoices. Without e-invoicing, you can provide an email address for the invoices as well as the company’s postal address or scanning service address. A fee of €5 per paper invoice may be charged.
• What happens to the accounting office’s user rights after the transfer?
  On the transfer form, you choose whether all user rights of the accounting office are deleted, kept unchanged, or whether only TPK rights are deleted, in which case the company itself is responsible for user rights after the transfer.
• Does the company need a new tax authority certificate?
  Yes. After the direct customer transfer, the company must apply for a system-specific certificate, as the accounting office-specific certificate is no longer valid.
• When can the direct customer transfer be carried out?
  As a rule, the transfer is carried out at the beginning of the month, at the earliest from the 5th day of each month due to billing practices.

keywords: direct customer transfer, change of contractual relationship, direct customer relationship

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