PayEx Developer Portal - Invoicing and Distribution

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= Introduction =

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You have the possibility to specify the structure and presentation of your invoice columns. This is done in the Invoice Printblock directly in the CUSIN file that you send to PayEx.

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== Editing the invoice content ==

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The main element that govern column structure is {{code}}InvoicePrintblock{{/code}} and the subseqent {{code}}SubOrderBlocks{{/code}}. An invoice can have serveral Printblocks.

<Text>Services</Text>

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</Column>

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<Text>Products</Text>

</Column>

</ColumnHeadLine>

<Rows>

<Row>

<Text>A Service</Text>

</Column>

</Column>

</Columns>

</Row>

</Rows>

<Text>Amount</Text>

</Column>

</Column>

</Columns>

</SummaryRow>

</PrintBlockConfig>

=== Defining column amount ===

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You can display up to 12 columns on your invoice. The maximum witdh for columns is 180mm, which get divided among the total column count. The ##TableType## attribute for the {{code}}SubOrderBlock{{/code}} ranges from A1 (one column) to A12 (twelve columns). The example above use eight columns (A8). Each column is defined with a corresponding text element. Please note that you can leave columns blank.

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=== Adding rows ===

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You can add as many rows a necessary as long as you conform to the specified column amount. The example below displays three rows with 2 columns per row as limited by the table type (in this case i would have been A2).

<Row>

<Text>A Service</Text>

</Column>

</Column>

</Columns>

</Row>

<Row>

<Text>Another Service</Text>

</Column>

</Column>

</Row>

<Row>

<Text>Another more exensive service</Text>

</Column>

</Column>

</Row>

You can also add a summary row to your invoice, which give you a distinct row separated from the previous rows as seen in the example and figure below. The {{code}}SummaryRow{{/code}}elemement in this example contains eight columns (table type A8) even though none but the first and last column contain a value. The first column is used to display the string ##belopp## (amount) and the last column contains the actual amount ##424.00##.

<Text>Belopp</Text>

</Column>

</Column>

</Column>

</Column>

</Column>

</Column>

</Column>

</Column>

</Columns>

</SummaryRow>

Too see more details of example columns of different length, please visit the [[Invoice columns examples >>doc:Main.Invoicing.invoice-service.Implementation guide.Invoice columns.Invoice layout examples.WebHome]]section.

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== Invoice documents ==

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=== Invoice ===

* Invoice examples:

** [[Invoice SE>>attach:Faktura.pdf]]

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=== Reminder ===

* Reminders and Collection claim always refers to the original invoice and a copy of the invoice is attached on the back of the claim document.

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* Postal distribution

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* [[Example>>attach:Påminnelse.pdf]]

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* Dependency to [[LegalEntity>>doc:Main.Invoicing.invoice-service.Implementation guide.Technical reference.Cusin.XML Schema specification.WebHome||queryString="#type_LegalEntity"]] in CustomerInfo element:

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** [[Late fee>>doc:Main.Invoicing.invoice-service.Implementation guide.Supplementary features.WebHome||queryString="HLatefee"]] will be added instead of reminder fee or collection claim fee when LegalEntity is set to "Business" (if specially contracted with PayEx and configured in ledger)

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** If distributed by e-mail: When LegalEntity is set to "Private" the e-mail message will include a link to PayEx Invoice Portal where the invoice/claim is available, otherwise a copy of the invoice/claim will be attached in the e-mail message as a pdf-file.

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** Finland only: Different claim processes will be used depending on "Private" or "Business"

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=== Collection claim ===

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* Reminders and Collection claim always refers to the original invoice and a copy of the invoice is attached on the back of the claim document.

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* Postal distribution

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* [[Example>>attach:Inkassokrav.pdf]]

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== Logotype ==

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=== Logo used for print ===

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To use your own logotype for invoices generated by PayEx Invoice Service you need to send a logotype image to [[setup.invoice@payex.com>>mailto:setup.invoice@payex.com]] together with customer identification.

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|=Property|=Description

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|Format|.png

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|Resolution|300 DPI or higher

|Max Height|1,7 cm

|Max Width|8 cm

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=== Logo used for digital distribution ===

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To use your own logotype for digital invoices generated by PayEx Invoice Service you need to send a logotype image to [[setup.invoice@payex.com>>mailto:setup.invoice@payex.com]] together with customer identification.

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|=Property|=Description

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|Format|.png (compatible to dark mode)

|Max Height|100px

|Max Width|300px

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== Payment info ==

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* PayEx creates invoice reference number (KID/OCR)

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* BIC/IBAN is only shown if invoice receiver address is abroad

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* Admin text is set by PayEx

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* Supported language for invoice admin text and claims: ledger default country config + english

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== E-mail invoice (html) ==

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* In general invoice is distributed as an html based e-mail with invoice document attached as a file, if "eDistributionType" is set to EMail.

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* e-mail layout adapts to receivers device and settings.

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* Logo for digital distribution is used.

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* Example of e-mail layout using iPhone 11 Pro Max, iOS 14 is found [[here>>attach:Example email html 210611.png]]

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* Sweden only:

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** The e-mail message will include a link to PayEx Invoice Portal landing page where the user can fetch their invoice/claim as a .pdf, instead of receiving it as an e-mail attachment.

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** If certain users / invoice receivers (business / private) needs the .pdf directly in the email message it is mandatory to use [[LegalEntity >>doc:Main.Invoicing.invoice-service.Implementation guide.Technical reference.Cusin.XML Schema specification.WebHome||queryString="#type_LegalEntity"]]to distinguish whether to include a .pdf in the email message or not.

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** When LegalEntity is set to "Private" the e-mail message will only include a link to PayEx Invoice Portal where the invoice/claim is available, otherwise a copy of the invoice/claim will be added in the e-mail message as a pdf-file.

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* Link to PayEx Invoice Portal may also be generated via [[Invoice API>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.4\. Invoice.WebHome||queryString="#HGenerate-invoice-portal-link"]] to be used i.e. as a part of My Pages or as an invoice/payment link in a communication channel of your choice.

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== EDI (B2B) ==

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PayEx Invoice Service is designed to support distribution of invoices business to business (B2B) e.g as Peppol, EHF, EDI or Svefaktura.

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Properties in EDIInfo references need to be set in accordance with the recipient's (your customer) preferences.

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If invoice distribution in cusin is set to EInvoiceB2B, the following information is mandatory in the EDIInfo:

- Customer VAN

- Buyer ID

- Seller ID

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If any of these values is not supplied, an error is created and the invoices will not be distributed B2B. As fallback an invoice copy will be distributed by postal service to the customers Billing Address.

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== Invoice attachment (enclosure) ==

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PayEx Invoice Service offers the possibility to add invoice attachments. The attachment will be produced as an extra page following the invoice document. Attachments can be distributed both electronically and by postal service.

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To use Invoice attachment a pdf-document is required consisting of one or more pages.

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== Standard Invoice distribution order of priority ==

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PayEx handles the invoice distribution according to a distribution order of priority meaning no instructions about distribution method needs to be sent to PayEx. If you wish to make certain exceptions from PayEx Default, distribution methods may be set on invoice level or customer which will than overrule the default order. In addition to the distribution method that applies, all invoices, claims and other produced documents are made available as pdf-files in PayEx invoice archive.

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Protected Identity is a special postal distribution type set by updating customer info via address check made in PayEx ledger (exceptional cases only).

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**Important to note!**

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* Email (address) on Customer will result in distribution by Email when using PayEx default (no distribution method set on invoice or customer)

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The following table shows the general distribution priority order for each country. This applies from 2023-01-24. Table showing what applied before 2023-01-24 id found [[here>>attach:Invoice Service Default distribution priority.docx]].

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=== Sweden ===

|=Priority|=Distribution Type|=Preferred on Customer|=Preferred on Invoice

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|1|Archive|-|Yes

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|2|Email|-|Yes