Automate and optimise your accounting in Visma ePasseli
Simplify and optimise your accounting tasks with an automatic integration for Visma ePasseli. 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, products and stock.
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 ePasseli to your webshop, subscription system or acquirer
Integration between webshop and Visma ePasseli
Transfer orders, create and book invoices, handle credit notes and synchronise customers, products and stock amount. 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.
If the accounting system have an internal stock, a stock synchronization can be set up between the webshop and accounting system. The accounting system is master of stock amounts.
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 ePasseli
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.
Integration between Visma ePasseli 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.
Simple and advanced workflows
Connect multiple systems on the same account and set up advanced flows that suit your needs.
New webshop order
An order is received in the webshop. On a given state, e.g. “processing” it is transferred to the WMS.
Shipping from WMS
Products are shipped from the WMS, and stock amounts are regulated. A fulfillment state is sent to the webshop.
Order is completed
The order is marked as completed in the webshop, and the order amount is settled. (Payment gateway settlement)
Invoice is booked
An invoice is created in the accounting system. Totals are validated and the invoice is booked automatically.
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.
