Introduction
This section covers additional features and functions of PayEx Invoice Service, that are not part of the base service. If you want to add additional features to your Invoice Service package please contact us for more information!
Automatic payment service - Autogiro/AvtaleGiro
Autogiro enables automatic payments that debit your customer's bank account on the invoice due date. If the bank account lacks coverage up to three attempts will be made before a reminder is sent to your customer.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
When the customer apply for the automatic payment service PayEx handles the consent and you retrieve information about activated/deactivated consents in Customer Journal.
By default, an active consent means that the next invoice produced will use the the automatic payment method.
To use automatic payment service, your customer needs to apply in any of the following ways:
- The Autogiro/AvtaleGiro service via the customers internet bank.
- Using the Electronic agreement application provided by PayEx, see below.
Electronic agreement application (Sweden)
The customer access the service application on a website hosted by PayEx. You may offer the Electronic agreement service within your own "My Site" or as a part of your onboarding process of registering as a new customer. A link to the website can also be sent to the customer i.e. via sms or e-mail.
The customer fills in social security number and bank account number from which the money is to be deducted, reviews the information related to the agreement and then submits by signing with BankID. The consent is then sent to BGC and will be visible in both the customers internet bank and on the customer information in PayEx web interface when activated.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
Electronic agreement application (Norway)
The customer access the service application on a website hosted by Nets. You may offer the Electronic agreement service within your own "My Site" or as a part of your onboarding process of registering as a new customer. A link to the website can also be sent to the customer i.e. via sms or e-mail.
The customer authenticates with BankID, choose bank account from which the money is to be deducted, fills monthly amout limit, reviews the information related to the agreement and then submits by signing with BankID. The agreement is forwarded to the bank for confirmation and will be visible in both the customers internet bank and on the customer information in PayEx web interface when activated.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
Verified payment - Verifierat betalsätt
With Verified payment the change to automated payments through Autogiro/AvtaleGiro is activated only when the payment rules in the CUSIN file is changed accordingly. This verification ensures that i.e. the customer invoice fee is correct at all times.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
This is achieved by activating or deactivating direct debit as part of the verified payment service in the PaymentRule element of the CUSIN file.
Payment Rules:
UseBGAGSE = Autogiro (Sweden)
UseBKAGNO = AvtaleGiro (Norway)
Set Value to 1 for activation and Value to 0 for deactivation.
<CUSINInfo>
<PaymentInfo>
<Set>
<PaymentRules>
<PaymentRule Rule="UseBGAGSE">
<Value>1</Value>
</PaymentRule>
</PaymentRules>
</Set>
</PaymentInfo>
</CUSINInfo>
</CUSIN>
E-Invoice - eFaktura
The eFaktura service enables distribution of bills electronically, either to a customer's online banking system or directly to a business ERP system.
E-invoice internet bank (B2C)
To distribute and get payed via the online banking system the customer needs to give their consent in the internet bank.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
When the customer applies for the service PayEx handles the consent and you will retrieve information about activated/deactivated consents in Customer Journal.
An active consent will set distribution method to e-invoice and override any DistributionType set in Cusin, meaning that by default the next invoice produced will use the specified distribution method.
Vipps eFaktura (Norway only)
Customer using eFaktura automatically has the possibility to use Vipps Regning. Regardless of whether the customer apply for Vipps Regning or eFaktura they will receive the invoice electronically both in their Vipps app and in their online bank as eFaktura.
Thereby both eFaktura and Vipps Regning are defined as EInvoiceB2CSE.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
When the customer applies for the service PayEx handles the consent and you retrieve information about activated/deactivated consents in Customer Journal.
An active consent will set distribution method to e-invoice and override any DistributionType set in Cusin, meaning that by default the next invoice produced will use the specified distribution method.
Verified distribution - Verifierat distributionssätt
With Verified distribution the change to electronic distribution through E-Invoice B2C is activated only when the distribution rules in the CUSIN file is changed accordingly. This verification ensures that i.e. the customer invoice fee is correct at all times.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
This is achieved by activating or deactivating E-Invoice B2C as part of the Verified distribution service in the DistributionRule element of the CUSIN file.
Distribution Rules:
UseEInvoiceB2CSE = E-faktura (Sweden)
UseEInvoiceB2CNO = eFaktura (Norway)
UseEInvoiceB2CFI = EInvoice (Finland)
Set Value to 1 for activation and Value to 0 for deactivation.
N.B. No activation is needed if distribution is made by B2B EDI (DistributionType EInvoiceB2B is used).
<CUSINInfo>
<DistributionInfo>
<Set>
<BillTypes>
<BillType DistributionBillType="I_Invoice">
<DistributionRules>
<DistributionRule Rule="UseEInvoiceB2CSE">
<value>1</value>
</DistributionsRule>
</DistributionsRules>
</BillType>
</BillTypes>
</Set>
</DistributionInfo>
</CUSINInfo>
</CUSIN>
E-Invoice B2B
You can distribute bills business to business (B2B) electronically. To retrieve and import bills directly into a business customer's ERP system (e.g through EHF, EDI or Svefaktura) you need to send a technical specification of the necessary requirements from the receiving system, in order for PayEx to verify format and structure.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
If invoice distribution in cusin is set to EInvoiceB2B, the following information is mandatory in the EDIInfo:
- Customer VAN
- Buyer ID
- Seller ID
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.
Invoice layout
You can tailor you invoice according to your business needs - from adding you company logotype to editing invoice columns and request a more thorough customization.
Adding logotype
To use your own logotype for invoices generated by PayEx Invoice Service you need to send a logotype image to setup.invoice@payex.com together with customer identification.
| Property | Description |
|---|---|
| Format | .jpg or .pcx |
| Resolution | 300 DPI or higher is highly recommended |
| Max Height | 1,7 cm |
| Max Witdh | 8 cm |
Editing invoice columns
You have the possibility to specify the structure and presentation of your invoice columns. This is done directly you CUSIN file that you send to PayEx.
Read more about editing invoice colums here. To see extended details of example columns of different length, please visit the Invoice layout examples section.
Customised invoice layout
If you want to have a customised layout that goes beyond the general framework presented above, you can use PayEx' customised layout. This supplemental service enable a wider range of options to create a tailor made invoice template. This service is set up together with PayEx in order to create and verify templates. Please contact us for more information regarding this service.
Late fee
Companies and authorities can be charged a Late fee immediately after the due date has passed. The fee replaces the reminder and collection fee.
To use Late fee LegalEntity must be set to Business.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
Invoice attachment
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.
To use Invoice attachment a pdf-document is required consisting of one or more pages.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
PayEx Connect API
PayEx Connect is a Web Service system that enables integrated access to PayEx services in a controlled and secure manner.
Access to this services requires explicit permissions on a company level and on a method level.
N.B. Can only be used if specially contracted with PayEx, contact us to learn more.
Learn more about PayEx Connect below:
Manual - Common covers the prerequisites needed before you start to integrate a system with PayEx Connect. This manual cover architecture, implementation, security and error handlings.
Manual - Sample Service covers web methods used in sample scenarios.
Manual - External Services covers Invoice Services and the following type of methods:
- Get Invoice Information
- Get Invoice document in the format of PDF
- Get Customer Information
- Request invoice/customer actions