Why have invoices not been created in Visma e-conomic?
A possible reason is that the Visma e-conomic integration was activated after our platform had already sent out the first collections of payments to the tenants.
The integration does not support transferring invoices backwards. You must therefore create and book the missing invoices manually for the first period yourself. But from now on, if the integration is activated, Proper will automatically create invoices in Visma e-conomic for you.
Where are the invoices in Visma e-conomic?
When collections have been sent out in Proper, the invoices will appear in Visma e-conomic if the integration is set up. The invoices will appear in draft form and can be found under Sales and Invoices in e-conomic. The payments will be booked automatically and do not have to be handled manually.
Make sure the draft invoices are booked. Book the invoices under Sales, Invoices and select and book the relevant invoices (invoices has already been sent to customers through Proper).
Why is the VAT not correct in the invoices sent to e-conomic?
All data transmission between Proper and Visma e-conomic is determined by Visma e-conomic. This means that if the setup for Visma e-conomic differs from Proper, then Visma e-conomic will always overrule.
We recommend here to ensure that:
- The product group → The account in the chart of accounts
- The customer setup → VAT zone
- General VAT setup
Invoice date
We do not allow issuing invoices with an invoice date in the future, according to invoice legislation and the recommendation from our auditors Deloitte. So if you issue an invoice in January, for example, with a payment deadline in February, the invoice date is also in January. We currently have a fixed 10-day payment deadline, so you can move your payment deadline to February 15 so that the invoice date is also in February.
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