Practice management
Activate collaboration with Digital invoices & documents
With Digital invoices & documents, you and your customer can send and receive invoices digitally in the ERP systems you are working in, respectively.
When using the service, you no longer need to print and mail any invoices. Instead, all this is handled in the service. If you both send and receive all documents digitally the invoice processing will be more efficient than ever before.
When activating this collaboration, you can, as an accounting office, choose to be the payee for the invoices sent and received.
Watch this movie Bjud in till samarbete från Practice management (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
After the collaboration has been activated, you need to do the following in your ERP system:
- In Visma Administration, click on Synkronisera under Arkiv - Inställningar - Företagsinställningar - My Spiris. Under Digitala fakturor och dokument, you can then select if you wish to send all invoices and/or if you wish to receive invoices.
- In Bookkeeping & Invoicing, go to Settings - Company settings - Invoice settings and select Receive e-invoices.
Read more about how to work with digital invoices in Visma Administration or in Bookkeeping & Invoicing.
Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Customer in Spiris using Digital invoices & documents
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Digital invoices & documents.
- Select Activate.
- Select Task and Invoice recipient.
- Select Activate.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
Customer in Spiris, but has not used Digital invoices & documents before
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Digital invoices & documents.
- Select Activate.
- Select Task and Invoice recipient.
- Select Activate.
You have now activated the collaboration as well as the service for the customer. The customer receives an email and is asked to approve the collaboration and log in to My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
New customer in Spiris
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Digital invoices & documents.
- Select Activate.
- Select Task and Invoice recipient.
- Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on spiris.se.
- Select Activate.
You have now activated the collaboration as well as the service for the customer. Also, the customer's administrator on spiris.se has been created. The administrator now receives an email with information that the accounting office has activated the service, and is asked to log in to My Spiris on spiris.se in order to approve terms and conditions for the service. As soon as these have been approved you can start your collaboration.
Relaterade avsnitt
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Getting started with collaborations in Practice management |
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Collaborate with your customers via Practice management |
