To be able to send out invoice mails from Visma e-conomic, the integration must automatically book your invoices.

To send out email, you must get your SMTP information from your webshop or hosting provider.

Go to app.iex.dk -> System configuration -> Edit Settings (e-conomic)-> Invoice settings

Here the functionality "Enable automatically booking of invoice" must be activated

Under this settings you can activate the functionality "Enable sending of invoice mail".

Here you can choose between Google OAuth, Microsoft OAuth, and SMTP.

If you choose Google OAuth or Microsoft OAuth, click Connect, and you will then be redirected to a page, where you need to log in and grant permission.

If you choose SMTP, you will need to fill in your SMTP details.

For this, you’ll need the server name, username, password, and port, provided by your web host or hosting provider.

Here you can adjust the content of your email. Your invoice will be attached as a pdf to the email, that is sent.

You should fill out a from mail, subject and mail body. It is not possible to use html or css in the mail.

You can use the given shortcodes (replacement patterns) to use the customer information in the email.

If you wish to make sure in an easy way that your email has been sent. You can choose to get a copy sent to an email-address. This is done by the function "Send copy". The email is bcc, so your customer will not see that this email address.

You can check the connection by sending a test email to yourself.

The look and content of the invoice is handled in Visma e-conomic. With the integration you can define which invoice layout is to be used for different types of webshop sales.

Guide to using invoice layouts in Visma e-conomic (Danish)

Through the integration you can automatically send EAN invoices. Just check the box called "Send EAN invoice" to activate this.

Note that this requires, that an EAN number is found on the webshop orders. (If you are using a custom field for this, this should be inserted in a field key on the webshop settings in IEX, or mapped so that the IEX platform can recognize that it is an EAN number).

External references:

Bogfør og send en e-faktura via EAN (Danish)

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