Send purchase invoice payments with active bank integration

This option applies only if you have active bank integration where purchase invoices are sent to the bank for payment automatically. Without active bank integration, you instead send the payment to the bank as a payment file. Read more in Enable using payment files to pay purchase invoices.

When you have active bank integration the purchase invoices are automatically sent to your bank for payment when they are registered in Bookkeeping & Invoicing +. Depending on which bank you integrate with and the settings you enable, the invoices can be sent to the bank one by one or compiled in a payment file.

When you have active bank integration with two-step verification, you send purchase invoices registered to the bank for payment and sign the payment file directly in Bookkeeping & Invoicing +. This means you do not have to log in to your internet bank to make the payment.

  1. Select Purchasing - Purchase invoices and the Unpaid purchase invoices tab.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Open the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send or Send and sign.
Which choice that is available depends on what role you have when it comes to bank integrations. If you are an Administrator, you have the permission to Send and sign payments in the same step. If you have the User permission, you send the payment to the Administrator by selecting Send. The Administrator then signs the payment by selecting Sign. To change permission for a user, go to My Spiris.
  1. Open the Authenticator app on your phone and enter the 6 digit code shown to verify the payment. You use the same email and password as the ones you use to log into spiris.se. This step is only for administrators.
Read more about how to enable two-step verification for users to sign payments in the help for My Spiris in the topic Lägg till tvåstegsverifiering (in Swedish).

Download the Authenticator app for free in App Store or Google Play.

With the setting Confirm selection of purchase invoices for payment ticked, invoices will not be sent to the bank until you choose to send them. This setting is found under Settings - Company settings - Invoice settings and is ticked by default. You'll be reminded when there are invoices ready to be sent to the bank.

One advantage of using the setting and sending payment for several invoices at the same time is that there will be fewer files to approve when you log into your bank. If you uncheck the checkbox, your invoices will automatically be sent to the bank for payment when you post them to the ledger.

Regardless if you send invoices for payment directly when you post them to ledger or collect several in one file, you have to log into your internet bank to sign the payments.
  1. Select Purchasing - Supplier invoices.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Click Export at the end of the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send.

The selected invoices are then sent to the bank for payment. When the invoice status changes to Received by bank, you can log in to your internet bank to sign and finalise the payment.

With the setting Confirm selection of purchase invoices for payment ticked, invoices will not be sent to the bank until you choose to send them. This setting is found under Settings - Company settings - Invoice settings and is ticked by default. You'll be reminded when there are invoices ready to be sent to the bank.

One advantage of using the setting and sending payment for several invoices at the same time is that there will be fewer files to approve when you log into your bank. If you uncheck the checkbox, your invoices will automatically be sent to the bank for payment when you post them to the ledger.

Regardless if you send invoices for payment directly when you post them to ledger or collect several in one file, you have to log into your internet bank to sign the payments.
  1. Select Purchasing - Supplier invoices.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Click Export at the end of the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send.

The selected invoices are then sent to the bank for payment. When the invoice status changes to Received by bank, you can log in to your internet bank to sign and finalise the payment.

When you have active bank integration with two-step verification, you send purchase invoices registered to the bank for payment and sign the payment file directly in Bookkeeping & Invoicing +. This means you do not have to log in to your internet bank to make the payment.

  1. Select Purchasing - Purchase invoices and the Unpaid purchase invoices tab.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Open the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send or Send and sign.
Which choice that is available depends on what role you have when it comes to bank integrations. If you are an Administrator, you have the permission to Send and sign payments in the same step. If you have the User permission, you send the payment to the Administrator by selecting Send. The Administrator then signs the payment by selecting Sign. To change permission for a user, go to My Spiris.
  1. Open the Authenticator app on your phone and enter the 6 digit code shown to verify the payment. You use the same email and password as the ones you use to log into spiris.se. This step is only for administrators.
Download the Authenticator app for free in App Store or Google Play.

Read more about how to enable two-step verification for users to sign payments in the help for My Spiris in the topic Lägg till tvåstegsverifiering (in Swedish).

The invoices you have sent to the bank with a payment date in the future will not be shown if you log in to your bank. To get an overview of the future payments you should instead:

  1. Go to Purchasing - Purchase invoices and the Unpaid purchase invoices tab.
  2. Tick the checkbox at Show future payments.

The invoice list will now be filtered showing all payments that have been sent to the bank, but have a future payment date. At the top right of the list you will also see the current balance of the primary bank account.

Follow the steps below if you for some reason want to send a request to cancel the payment you have sent to the bank.

  1. Go to Purchasing - Purchase invoices and the Unpaid purchase invoices tab.
  2. Select the purchase invoice for which you want to cancel the payment.
  3. In the window that opens, verify that the payment information is correct and choose Send request.

The status of the purchase invoice will now be Request sent. If the payment could be cancelled, the status will change to Payment cancelled.

When you have active bank integration with two-step verification, you send purchase invoices registered to the bank for payment and sign the payment file directly in Bookkeeping & Invoicing +. This means you do not have to log in to your internet bank to make the payment.

  1. Select Purchasing - Purchase invoices and the Unpaid purchase invoices tab.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Open the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send or Send and sign.
Which choice that is available depends on what role you have when it comes to bank integrations. If you are an Administrator, you have the permission to Send and sign payments in the same step. If you have the User permission, you send the payment to the Administrator by selecting Send. The Administrator then signs the payment by selecting Sign. To change permission for a user, go to My Spiris.
  1. Open the Authenticator app on your phone and enter the 6 digit code shown to verify the payment. You use the same email and password as the ones you use to log into spiris.se. This step is only for administrators.
Read more about how to enable two-step verification for users to sign payments in the help for My Spiris in the topic Lägg till tvåstegsverifiering.

Download the Authenticator app for free in App Store or Google Play.

With the setting Confirm selection of purchase invoices for payment ticked, invoices will not be sent to the bank until you choose to send them. This setting is found under Settings - Company settings - Invoice settings and is ticked by default. You'll be reminded when there are invoices ready to be sent to the bank.

One advantage of using the setting and sending payment for several invoices at the same time is that there will be fewer files to approve when you log into your bank. If you uncheck the checkbox, your invoices will automatically be sent to the bank for payment when you post them to the ledger.

Regardless if you send invoices for payment directly when you post them to ledger or collect several in one file, you have to log into your internet bank to sign the payments.
  1. Select Purchasing - Supplier invoices.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Click Export at the end of the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send.

The selected invoices are then sent to the bank for payment. When the invoice status changes to Received by bank, you can log in to your internet bank to sign and finalise the payment.

This only applies to customers who have the new bank integration with Sparbanken, where it is possible to automatically send payment files to the bank.

With the setting Confirm selection of purchase invoices for payment ticked, invoices will not be sent to the bank until you choose to send them. This setting is found under Settings - Company settings - Invoice settings and is ticked by default. You'll be reminded when there are invoices ready to be sent to the bank.

If you uncheck the checkbox, your invoices will automatically be sent to the bank for payment when you post them to the ledger.
  1. Select Purchasing - Supplier invoices.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Click Export at the end of the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send.

The selected invoices are then sent to the bank for payment. When the invoice status changes to Received by bank, you can log in to your internet bank to sign and finalise the payment.

This only applies to customers who have the new bank integration with Swedbank, where it is possible to automatically send payment files to the bank.

With the setting Confirm selection of purchase invoices for payment ticked, invoices will not be sent to the bank until you choose to send them. This setting is found under Settings - Company settings - Invoice settings and is ticked by default. You'll be reminded when there are invoices ready to be sent to the bank.

If you uncheck the checkbox, your invoices will automatically be sent to the bank for payment when you post them to the ledger.
  1. Select Purchasing - Supplier invoices.

When there are purchase invoices that are ready for payment a message will show at the top of the page.

  1. Click Export at the end of the message.

Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.

  1. Select Send.

The selected invoices are then sent to the bank for payment. When the invoice status changes to Received by bank, you can log in to your internet bank to sign and finalise the payment.

Keywords: payment file, pay file, send supplier payment without bank connection, pay purchase invoice without bank connection

Related topics

What does Actions - Resend payment mean on the purchase invoice?
Void or edit a purchase invoice
Send purchase invoices via payment file
Work with bank integration
Add two-step verification

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