This integration enables you to send invoices from Productive to your Visma e-conomic account.

Set up the integration

Go to Settings > Organization integrations > Visma e-conomic

The first step is authentication - you will be prompted to add the app to your agreement:

After authenticating in Visma e-conomic, the user should then decide on integration settings (this is also done in Productive):

  • which system will generate invoice numbers

  • if the attachment should be imported or not

Click on Next and you will be able to select the default Visma e-conomic Product to map to all Productive service types.

Depending on your needs, you can also map some or all Productive service types to Visma e-conomic products by enabling Map service types.
For all service types that are not mapped, the default Visma e-conomic product will be used.

Copy an invoice into Visma e-conomic

After you have created an invoice, you can now copy it to Visma e-conomic:

You will now need to select the Customer, Layout, Payment term, and VAT Zone.

All the options listed will be the ones available from Visma e-conomic.

For example, you will need to select a customer by searching for the existing customer in Visma e-conomic.

💡 Note: Invoices are copied to Visma e-conomic with status set as Draft.

When you have selected all the options, a confirmation will be displayed indicating the invoice has been successfully copied to your Visma e-conomic account

Here is how the invoice will look in Visma e-conomic:

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