Changes for page Invoicing & Distribution

Last modified by kfa on 2024/04/15 13:40
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To version 50.1
edited by Fredrik Nilsson
on 2021/12/02 17:20
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Summary

Details

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1 +Invoice layout
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1 +Main.Invoicing.invoice-service.invoice-service-apis.WebHome
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1 -XWiki.XWikiGuest
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1 +en
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1 +px-custom-page-content
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1 += Introduction =
2 +
3 +(% class="jumbotron" %)
4 +(((
5 +(% class="container" %)
6 +(((
7 +This section covers the invoicing process and invoice layout functions.
8 +
9 +You can tailor you invoice content and managing the distribution according to your business needs - from adding your company logo to editing invoice columns, or choosing distribution methods.
10 +)))
11 +)))
12 +
13 +(% id="HInvoicedocuments" %)
14 +== Invoice documents ==
15 +
16 +(% id="HInvoice" %)
17 +=== Invoice ===
18 +
19 +Invoice examples:
20 +
21 +* [[E-invoice SE>>attach:PxInvoice_EndastEfaktura_SV_210628.pdf]]
22 +* [[E-invoice NO>>attach:PxInvoice_EndastEfaktura_NO_210628.pdf]]
23 +* [[Direct Debit SE>>attach:PxInvoice_EndastAutogiro_SV_210628.pdf]]
24 +* [[Direct Debit NO>>attach:PxInvoice_EndastAvtalegiro_NO_210628.pdf]]
25 +* [[E-invoice and Direct Debit combined SE>>attach:PxInvoice_EfakturaMedAutogiro_SV_210628.pdf]]
26 +* [[E-invoice and Direct Debit combined NO>>attach:PxInvoice_EfakturaMedAvtalegiro_NO_210628.pdf]]
27 +
28 +(% id="HReminder" %)
29 +=== Reminder (DRAFT) ===
30 +
31 +* 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.
32 +* Postal distribution
33 +* Description and example
34 +
35 +(% id="HCollectionclaim" %)
36 +=== Collection claim (DRAFT) ===
37 +
38 +* 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.
39 +* Postal distribution
40 +* Description and example
41 +
42 +(% id="HEditinginvoicecolumns" %)
43 +== Editing the invoice content ==
44 +
45 +Much of the Invoice Service API properties are optional. I.e. you can choose whether or not most of the invoice order line columns and references are to be presented on the invoice or not.
46 +
47 +* InvoiceService-API for Invoice Specification reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]].
48 +* Detailed mapping of the Specification reference against all invoice elements is found [[here>>attach:Invoice Layout Invoice Service API 211202.pptx]].
49 +
50 +(% id="HLogotype" %)
51 +== Logotype ==
52 +
53 +(% id="HLogousedforprint" %)
54 +=== Logo used for print ===
55 +
56 +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.
57 +
58 +(% class="table-bordered table-striped" %)
59 +|=Property|=Description
60 +|Format|.jpg or .pcx
61 +|Resolution|300 DPI or higher is highly recommended
62 +|Max Height|1,7 cm
63 +|Max Width|8 cm
64 +
65 +(% id="HLogousedforweb28digitaldistribution29" %)
66 +=== Logo used for digital distribution ===
67 +
68 +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.
69 +
70 +(% class="table-bordered table-striped" %)
71 +|=Property|=Description
72 +|Format|.png (preferred and compatible to dark mode) or .eps
73 +|Max Height|100px
74 +|Max Width|300px
75 +
76 +(% id="HPaymentinfo" %)
77 +== Payment info (DRAFT) ==
78 +
79 +* PayEx creates invoice reference number (KID/OCR)
80 +* Structure of invoice reference number
81 +* BIC/IBAN is only shown if invoice receiver address is abroad
82 +* Admin text
83 +* Supported language for invoice admin text and claims: default and how to set preferred language
84 +
85 +(% id="HE-mailinvoice28html29" %)
86 +== E-mail invoice (html) ==
87 +
88 +* Invoice is distributed as an html based e-mail with invoice document attached as a file, if <distribution> is set to Email.
89 +* e-mail layout adapts to receivers device and settings.
90 +* Logo for digital distribution is used.
91 +* Example of e-mail layout using iPhone 11 Pro Max, iOS 14 is found [[here>>attach:Example email html 210611.png]]
92 +
93 +(% id="HEDI28B2B29" %)
94 +== EDI (B2B) ==
95 +
96 +PayEx Invoice Service is designed to support distribution of invoices business to business (B2B) e.g through EHF, EDI or Svefaktura.
97 +
98 +Properties in Invoice Specification references need to be set in accordance with the recipient's (your customer) preferences.
99 +
100 +* InvoiceService-API for Invoice Specification reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]].
101 +* Detailed mapping of the Specification reference against all invoice elements is found [[here>>attach:Invoice Layout Invoice Service API 210628.pptx]].
102 +* If distribution is set to EInvoiceB2B, the following information is mandatory in the invoiceSpecification:
103 +- quantity
104 +- unit
105 +- unitPrice
106 +
107 +(% id="HInvoiceattachment28enclosure29" %)
108 +== Invoice attachment (enclosure) ==
109 +
110 +(% data-placeholder="Översättning" dir="ltr" id="tw-target-text" %)
111 +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.
112 +
113 +(% dir="ltr" %)
114 +To use Invoice attachment a pdf-document is required consisting of one or more pages.
115 +
116 +(% dir="ltr" id="HStandarddistributionorderofpriority" %)
117 +== Standard distribution order of priority ==
118 +
119 +Distribution method is set by API on invoice level or set by customer consent handled by PayEx. Customer consent (when applicable) will override distribution type set in API. In the absence of any of these instructions, PayEx standard default priority apply.
120 +
121 +In addition to the distribution method that applies, all invoices, claims and other produced documents are by default archived and made available as pdf-files in PayEx invoice archive.
122 +
123 +Protected Identity is a special postal distribution type set by updating customer info via address check made in PayEx ledger (exceptional cases only).
124 +
125 +Archive Only will be available as in the future (not implemented yet).
126 +
127 +=== Sweden ===
128 +
129 +(% class="table-bordered table-striped" %)
130 +|=Default PayEx priority|=Distribution Type|=Set in API|=Overrides API
131 +|1|EInvoiceB2CSE (given active consent from end customer)|No|Yes
132 +| |Email|Yes|No
133 +|2|ProtectedIdentity|N/A|N/A
134 +| |EInvoiceB2B|Yes|No
135 +|3|Postal|Yes|No
136 +
137 +=== Norway ===
138 +
139 +(% class="table-bordered table-striped" %)
140 +|=Default PayEx priority|=Distribution Type|=Set in API|=Overrides API
141 +|1|EInvoiceB2CSE (given active consent from end customer)|No|Yes
142 +| |Email|Yes|No
143 +| |EInvoiceB2B|Yes|No
144 +|2|Postal|Yes|No
145 +
146 +
Example email html 210611.png
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