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Send invoice mails from Visma e-conomic
Send invoice mails from Visma e-conomic

How to set up automatic invoice mails from Visma e-conomic

Updated over a week ago

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.

Activate automatic invoice emails

Go to -> Visma e-conomic -> Settings -> Invoice settings

Here the functionality "Automatically book invoice" must be activated

Under this settings you can activate the functionality "Mail booked invoice".

Mail settings:

SMTP information

Here you must fill out your SMTP information.

You will need a server name, user name, password, port, and encryption from your webshop or hosting provider.

Mail content

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.

Copy of the invoice mail

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 of invoice mail". The email is bcc, so your customer will not see that this email address.

Test email

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

Invoice layout

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.

Send EAN invoice

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:

Article keywords: OIOUBL format

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