Changes for page Supplementary features

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edited by Fredrik Nilsson
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1 +Supplementary features
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1 +Main.Invoicing.invoice-service.WebHome
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1 +xwiki:XWiki.frn
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1 += Introduction =
2 +
3 +(% class="jumbotron" %)
4 +(((
5 +(% class="container" %)
6 +(((
7 +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!
8 +)))
9 +)))
10 +
11 +== Automatic payment service - Autogiro/AvtaleGiro ==
12 +
13 +Autogiro enables automatic bill payments that debit your customer's bank account on the date of payment. If the bank account lacks coverage up to three attempts will be made before a reminder is sent to your customer.
14 +
15 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
16 +
17 +When the customer apply for the automatic payment service PayEx handles the concent and you retrieve information about activated/deactivated concents in Bill Journal.
18 +
19 +
20 +(% lang="EN-US" %)
21 +To use automatic payment service, your customer needs to apply in any of the following ways:
22 +
23 +(% lang="EN-US" %)
24 +- The Autogiro/AvtaleGiro service through the customers internet bank.
25 +
26 +(% lang="EN-US" %)
27 +- Using the Electronic agreement application provides by PayEx, see below.
28 +
29 +(% lang="EN-US" %)
30 +=== Electronic agreement service (Sweden only) ===
31 +
32 +(% lang="EN-US" %)
33 +The customer access the service application on a website hosted by PayEx. You may offer the Electronic agreement service within the "My Site" or after registering as a new customer. A link to the website can also be sent to the customer via sms or e-mail.
34 +
35 +(% lang="EN-US" %)
36 +The customer authenticates with BankID. The customer enter customer number to which the consent shall apply to, reviews the information related to the agreement and then submits. The consent application is then sent to BGC and will be visible in both the customers internet bank and on the customer information in PayEx web interface.
37 +
38 +(% lang="EN-US" %)
39 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
40 +
41 +(% id="HVerifiedpayment-Verifieratbetalsatt" %)
42 +=== Verified payment - Verifierat betalsätt ===
43 +
44 +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.
45 +
46 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
47 +
48 +This is achieved by activating or deactivating direct debit as part of the verified payment service in the PaymentRule element of the CUSIN file.
49 +
50 +Payment Rules:
51 +UseBGAGSE = Autogiro (Sweden)
52 +UseBKAGNO = AvtaleGiro (Norway)
53 +
54 +Set Value to 1 for activation and Value to 0 for deactivation.
55 +
56 +{{code language="xml" title="**Payment rule Autogiro**"}}
57 +<CUSIN>
58 + <CUSINInfo>
59 + <PaymentInfo>
60 + <Set>
61 + <PaymentRules>
62 + <PaymentRule Rule="UseBGAGSE">
63 + <Value>1</Value>
64 + </PaymentRule>
65 + </PaymentRules>
66 + </Set>
67 + </PaymentInfo>
68 + </CUSINInfo>
69 +</CUSIN>
70 +{{/code}}
71 +
72 +== E-Invoice - eFaktura ==
73 +
74 +The eFaktura service enables distribution of bills electronically, either to a customer's online banking system or directly to a business ERP system.
75 +
76 +=== E-Invoice internet bank (B2C) ===
77 +
78 +You can distribute bills to your customers electronically. To retrieve and pay from an online banking system, your customer needs to apply for the eFaktura service, through their internet bank.
79 +
80 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
81 +
82 +When the customer apply for the service PayEx handles the concent and you retrieve information about activated/deactivated concents in Bill Journal.
83 +
84 +=== Vipps eFaktura (Norway only) ===
85 +
86 +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.
87 +
88 +Thereby both eFaktura and Vipps Regning are defined as EInvoiceB2CSE.
89 +
90 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
91 +
92 +When the customer apply for the service PayEx handles the concent and you retrieve information about activated/deactivated concents in Bill Journal.
93 +
94 +(% id="HVerifieddistribution-Verifieratdistributionssatt" %)
95 +=== Verified distribution - Verifierat distributionssätt ===
96 +
97 +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.
98 +
99 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
100 +
101 +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.
102 +
103 +Distribution Rules:
104 +UseEInvoiceB2CSE = E-faktura (Sweden)
105 +
106 +UseEInvoiceB2CNO = eFaktura (Norway)
107 +
108 +UseEInvoiceB2CFI = EInvoice (Finland)
109 +
110 +Set Value to 1 for activation and Value to 0 for deactivation.
111 +
112 +**N.B.** No activation is needed if distribution is made by B2B EDI (DistributionType EInvoiceB2B is used).
113 +
114 +{{code language="xml" title="**Distribution rule eFaktura**"}}
115 +<CUSIN>
116 + <CUSINInfo>
117 + <DistributionInfo>
118 + <Set>
119 + <BillTypes>
120 + <BillType DistributionBillType="I_Invoice">
121 + <DistributionRules>
122 + <DistributionRule Rule="UseEInvoiceB2CSE">
123 + <value>1</value>
124 + </DistributionsRule>
125 + </DistributionsRules>
126 + </BillType>
127 + </BillTypes>
128 + </Set>
129 + </DistributionInfo>
130 + </CUSINInfo>
131 +</CUSIN>
132 +{{/code}}
133 +
134 +=== E-Invoice B2B ===
135 +
136 +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.
137 +
138 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
139 +
140 +If invoice distribution in cusin is set to EInvoiceB2B, the following information is mandatory in the EDIInfo:
141 +- Customer VAN
142 +- Buyer ID
143 +- Sender ID
144 +
145 +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.
146 +
147 +== Invoice layout ==
148 +
149 +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.
150 +
151 +=== Adding logotype ===
152 +
153 +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.
154 +
155 +(% class="table-bordered table-striped" %)
156 +|=Property|=Description
157 +|Format|.jpg or .pcx
158 +|Resolution|300 DPI or higher is highly recommended
159 +|Max Height|1,7 cm
160 +|Max Witdh|8 cm
161 +
162 +=== Editing invoice columns ===
163 +
164 +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.
165 +
166 +Read more about [[editing invoice colums here>>doc:Main.Invoicing.invoice-service.Invoice columns.WebHome]]. To see extended details of example columns of different length, please visit the [[Invoice layout examples >>doc:Main.Invoicing.invoice-service.Invoice columns.Invoice layout examples.WebHome]]section.
167 +
168 +=== Customised invoice layout ===
169 +
170 +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.
171 +
172 +(% id="HPayExConnectAPI" %)
173 +== PayEx Connect API ==
174 +
175 +PayEx Connect is a Web Service system that enables integrated access to PayEx services in a controlled and secure manner.
176 +Access to this services requires explicit permissions on a company level and on a method level.
177 +
178 +**N.B. **Can only be used if specially contracted with PayEx, contact us to learn more.
179 +
180 +Learn more about PayEx Connect below:
181 +
182 +[[Manual - Common>>doc:Main.Invoicing.invoice-service.Technical reference.PayEx Connect (API).Commonimplementationsmanual.WebHome]] covers the prerequisites needed before you start to integrate a system with PayEx Connect. This manual cover architecture, implementation, security and error handlings.
183 +
184 +[[Manual - Sample Service>>doc:Main.Invoicing.invoice-service.Technical reference.PayEx Connect (API).WebHome]] covers web methods used in sample scenarios.
185 +
186 +[[Manual - External Services>>doc:Main.Invoicing.invoice-service.Technical reference.PayEx Connect (API).WebHome]] covers Invoice Services and the following type of methods:
187 +
188 +* Get Invoice Information
189 +* Get Invoice document in the format of PDF
190 +* Get Customer Information
191 +* Request invoice/customer actions
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