VismaNet features

The integration with VismaNet enables automated and structured handling of orders, invoices, and customers between business systems and the financial system. This article serves as documentation for what we can do with an integration to VismaNet.

Please note that the availability of features depends on which system category is integrated within the system.

The integration makes it possible to:

Invoicing and posting

• Create invoice: With the integration, received orders can be created directly as invoices in the financial system. This ensures automated and consistent handling from order to invoice.
• Automatic booking of invoices: With the integration, it is possible to automatically book invoices when they are created. This ensures an efficient process and reduces the need for manual handling.
• Apply payment setup: With the integration, it is possible to define payment terms based on the payment method identified on the received order or subscription renewal. This ensures that the invoice is created with the correct payment setup.
• Register payment: With the integration, it is possible to automatically register payments on invoices based on payment information from the received order or subscription renewal. This ensures correct payment status without manual handling.
• Handle rounding differences: With the integration, rounding differences identified during total validation can be handled automatically based on predefined settings. In case of differences, the invoice can be created as a draft, the error can be ignored within a defined tolerance, or a correction line can be added to balance the difference within a specified tolerance. The differences typically arise due to recalculation of values in the receiving system.
• Update orders/credit notes: With the integration, orders and credit notes can be updated as long as the invoice or credit note has not yet been posted. This provides flexibility for changes before final posting.

Customer and sales setup

• Create customers: With the integration, customers from received orders or subscription renewals can be created automatically in the financial system. Customers can either be created individually or grouped under a single customer.
• Handle B2B handling: With the integration, customers can automatically be treated as either B2B or B2C depending on whether a CVR number is identified on the received order or subscription renewal. This ensures correct VAT handling and customer classification.
• Handle discounts: With the integration, discounts from the received order or subscription renewal can be handled correctly on the invoice or in the accounting. Discounts can be processed either as a percentage discount on an item or as a separate free-text discount line, where the integration automatically assigns an item number. This ensures correct handling of both amounts and VAT.
• Handle fees: With the integration, fees from the received order or subscription renewal can be handled as separate lines on the invoice or in the accounting. Fees can be assigned a specific item number and posted to a designated account.
• Handle shipping: With the integration, shipping can be handled as a separate line when creating invoices or journal lines. Shipping can be posted to a specific account (via the shipping product) and processed independently from other item lines.
• Transfer order comment: With the integration, comments from the received order can be transferred to a field on the invoice. This ensures that relevant remarks are carried over from order to invoice.

International trade and currency

• Handle currency: With the integration, orders and subscription renewals in multiple currencies are supported. The currency from the received order is transferred to the invoice or accounting, ensuring correct processing in the financial system.
• Handle abroad sales: With the integration, sales to customers abroad can be handled. This ensures correct handling of VAT and sales data based on the customer’s country.

In summary, the integration with VismaNet provides efficient and scalable management of order and invoicing processes, reduces manual workflows, and ensures correct posting across customers, currencies, and markets.