Automate and optimise your accounting in Visma Net
Simplify and optimise your accounting tasks with an automatic integration for Visma Net. Orders from your webshop or subscription renewals are automatically transferred to the accounting system, and you can adjust how the booking and payment registration is handled.
Webshops
Create and book invoices and credit notes. Synchronise customers and products.
Subscription systems
Create and book invoices and credit notes. Synchronise customers and products.
Acquiring systems
Match invoice payments with payouts from your acquirer and prepare for bank reconciliation.
Connect Visma Net to your webshop, subscription system or acquirer
Integration between webshop and Visma Net
Transfer orders, create and book invoices, and synchronise customers, and products. You can adjust the functionalities of the integration to your needs.
How does it work?
Orders from your webshop are automatically transferred to your accounting system on or more selected order states. In the accounting system, an invoice or order is created with all order lines from the webshop order. You can adjust, whether invoices should be booked automatically or not, and which payment term that is to be used on the invoice. Settings for creating and updating customers and products can be adjusted to your needs.
Orders are automatically fetched from the webshop on a selected order state and then transferred to the accounting system. How the invoice or order is handled depends on the integration settings.
Credit notes from the webshop are automatically handled in the accounting system, when an order gets refunded. A credit note to the booked invoice is created in the accounting system.
Products are typically transferred from webshop to accounting system. How products are created and updated is defined in the settings. Most accounting systems require that the product is created to allow invoice creation.
Customer data from the webshop is used to create new or update existing customers in the accounting system. Unique settings can be set up for B2C, B2B and EAN customers.
The VAT is defined from the valid VAT rules in the accounting system. Totals are validated before booking, and the system supports One Stop Shop VAT rules.
Connect your subscription system to Visma Net
Transfer subscription renewals, create and book invoices, and synchronise customers and products. Handle the invoice according to the payment state of the renewal and register payment depending on payment method.
How does it work?
Subscription renewals from your webshop are automatically transferred to your accounting system on or more selected order states. In the accounting system, an invoice or order is created with all order lines from the webshop order. You can adjust, whether invoices should be booked automatically or not, and which payment term that is to be used on the invoice. Settings for creating and updating customers and products can be adjusted to your needs.
Renewals are automatically fetched from the webshop on a selected payment state and transferred to the accounting system. How the invoice is handled depends on the integration settings.
Credit notes from the subscription system are automatically handled in the accounting system, when an amount is refunded. A credit note to the booked invoice is created in the accounting system.
Products are typically transferred from subscription system to accounting system. How products are created and updated is defined in the settings. Most accounting systems require that the product is created to allow invoice creation.
Customer data from the subscription system is used to create new or update existing customers in the accounting system. Unique settings can be set up for B2C, B2B and EAN customers.
The VAT is defined from the valid VAT rules in the accounting system. Totals are validated before booking, and the system supports One Stop Shop VAT rules.
Import payouts from acquirer in Visma Net with Paymatch
Import payout reports and create postings for each transaction in the cash journal. Payouts are matched with invoice payments and are prepared for you to approve and book to ease the bank reconciliation.
How does it work?
PayMatch is an extension to an integration between a webshop and accounting system. An extra module is added to your integration, which connects to your acquirer. Your payout reports are imported from your acquirer and all payout lines are posted in a cash journal, that is dedicated to handling receivable amounts from your acquirer. Here payouts are matched with payments that are registered for your webshop sales. This is typically done by matching on a transaction ID or order number, that is used to identify the corresponding invoice payment to the payout. Possible differences or payments that cannot be matched are handled through an error account.
With PayMatch the match of payouts with payments is automatically handled, so the accounting is prepared for you to approve and book to renconcile payments.
Integration between Visma Net and Zettle
Automatically create invoices in your accounting system for each sale in the POS. You can set up the integration to book invoices automatically, so a major part of your bookkeeping tasks is handled for you.
How does it work?
When a sale goes through your physical store, an invoice is automatically created in your accounting system, which includes the sold products on invoice lines. The invoice is created with the prices and product information, that is found in Zettle.
Features
Create draft or book invoice
An invoice can either be created as a draft or be booked automatically. You are in full control of how your invoices are handled.
Register invoice as paid
Set a default payment term or register invoice as paid depending on the payment method, that was used.
Send invoice mail
Send an email with the invoice attached to the customer rom your own mail server with a customised text and invoice layout.
Match customer or create new
Customers are matched up before a new is created. Define which field to use as reference, or use only one customer.
Use OSS for EU VAT
Use the valid VAT rates for EU countries with the One Stop Shop functionality to set the correct VAT.
Handle rounding differences
Differences due to varying rounding methods can be equalised automatically with an adjustable tolerance.
Synchronise from order state
You can set up invoices and orders to be handled differently depending on the order state in the sending system.
Match payouts with Paymatch
Your payouts and fees are matched with invoice payments to prepare for settlement and bank reconciliation.
