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: