Wiki source code of Invoicing & Distribution
Last modified by Karl Holmbom on 2024/04/15 13:40
| 1 | = Introduction = |
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| 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. |
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| 13 | (% id="HEditinginvoicecolumns" %) |
| 14 | == Editing the invoice content == |
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| 16 | 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. |
| 17 | |
| 18 | * InvoiceService-API for Invoice Specification reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]]. |
| 19 | * Detailed mapping of the Specification reference against all invoice elements is found [[here>>attach:Invoice Layout Invoice Service API 211202.pptx]]. |
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| 21 | (% id="HInvoicedocuments" %) |
| 22 | == Invoice documents == |
| 23 | |
| 24 | (% id="HInvoice" %) |
| 25 | === Invoice === |
| 26 | |
| 27 | * Invoice examples: |
| 28 | ** [[Invoice SE>>attach:FakturaApi.pdf]] |
| 29 | ** [[E-invoice SE>>attach:PxInvoice_EndastEfaktura_SV_210628.pdf]] |
| 30 | ** [[E-invoice NO>>attach:PxInvoice_EndastEfaktura_NO_210628.pdf]] |
| 31 | ** [[Direct Debit SE>>attach:PxInvoice_EndastAutogiro_SV_210628.pdf]] |
| 32 | ** [[Direct Debit NO>>attach:PxInvoice_EndastAvtalegiro_NO_210628.pdf]] |
| 33 | ** [[E-invoice and Direct Debit combined SE>>attach:PxInvoice_EfakturaMedAutogiro_SV_210628.pdf]] |
| 34 | ** [[E-invoice and Direct Debit combined NO>>attach:PxInvoice_EfakturaMedAvtalegiro_NO_210628.pdf]] |
| 35 | * Distribution methods according to PayEx [[Standard distribution order of priority>>doc:||queryString="HStandarddistributionorderofpriority"]] or set by preferred "distribution" in [[Invoice-service API>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]]. |
| 36 | * Dependency to [[legalEntity>>url:https://developer.payex.com/xwiki/wiki/developer/view/Main/Invoicing/invoice-service/invoice-service-apis/Technical%20reference/2.%20Customer/?HCreatenewcustomer]] in Customer resource: |
| 37 | ** If distributed by e-mail: When legalEntity is set to "consumer" 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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| 39 | (% id="HReminder" %) |
| 40 | === Reminder === |
| 41 | |
| 42 | * 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. |
| 43 | * Digital or postal distribution depending on ledger configuration. |
| 44 | * [[Example>>attach:Påminnelse.pdf]] |
| 45 | * Dependency to [[legalEntity>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.2\. Customer.WebHome||queryString="HCreatenewcustomer"]] in Customer resource: |
| 46 | ** [[Late fee>>doc:Main.Invoicing.invoice-service.invoice-service-apis.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) |
| 47 | ** If distributed by e-mail: When legalEntity is set to "consumer" 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. |
| 48 | ** Finland only: Different claim processes will be used depending on "consumer" or "business" |
| 49 | |
| 50 | (% id="HCollectionclaim" %) |
| 51 | === Collection claim === |
| 52 | |
| 53 | * 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. |
| 54 | * Postal distribution |
| 55 | * [[Example>>attach:Inkassokrav.pdf]] |
| 56 | |
| 57 | == Logotype == |
| 58 | |
| 59 | (% class="wikigeneratedheader" id="HLogousedforprint" %) |
| 60 | === Logo used for print === |
| 61 | |
| 62 | 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. |
| 63 | |
| 64 | |=Property|=Description |
| 65 | |Format|.png |
| 66 | |Resolution|300 DPI or higher |
| 67 | |Max Height|1,7 cm |
| 68 | |Max Width|8 cm |
| 69 | |
| 70 | (% class="wikigeneratedheader" id="HLogousedforweb28digitaldistribution29" %) |
| 71 | === Logo used for digital distribution === |
| 72 | |
| 73 | 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. |
| 74 | |
| 75 | |=Property|=Description |
| 76 | |Format|.png (compatible to dark mode) |
| 77 | |Max Height|100px |
| 78 | |Max Width|300px |
| 79 | |
| 80 | (% id="HLogotype" %) |
| 81 | == (% style="color:inherit; font-family:inherit" %)Payment info(%%) == |
| 82 | |
| 83 | * PayEx creates invoice reference number (KID/OCR) |
| 84 | * BIC/IBAN is only shown if invoice receiver address is abroad |
| 85 | * Admin text is set by PayEx |
| 86 | * Supported language for invoice admin text and claims: ledger default country config + english |
| 87 | |
| 88 | (% id="HE-mailinvoice28html29" %) |
| 89 | == E-mail invoice (html) == |
| 90 | |
| 91 | * In general invoice is distributed as an html based e-mail with invoice document attached as a file, if "distribution" is set to Email. |
| 92 | * e-mail layout adapts to receivers device and settings. |
| 93 | * Logo for digital distribution is used. |
| 94 | * Example of e-mail layout using iPhone 11 Pro Max, iOS 14 is found [[here>>attach:Example email html 210611.png]] |
| 95 | * Sweden only: |
| 96 | ** 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. |
| 97 | ** 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.invoice-service-apis.Technical reference.2\. Customer.WebHome||queryString="HCreatenewcustomer"]]to distinguish whether to include a .pdf in the email message or not. |
| 98 | ** When legalEntity is set to "consumer" 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. |
| 99 | * Link to PayEx Invoice Portal may also be generated via [[Invoice API>>url:https://developer.payex.com/xwiki/wiki/developer/view/Main/Invoicing/invoice-service/invoice-service-apis/Technical%20reference/4.%20Invoice/#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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| 101 | (% id="HEDI28B2B29" %) |
| 102 | == EDI (B2B) == |
| 103 | |
| 104 | PayEx Invoice Service is designed to support distribution of invoices business to business (B2B) e.g as Peppol, EHF, EDI or Svefaktura. |
| 105 | Detailed mapping of the Specification reference against all invoice elements is found [[here>>attach:Invoice Layout Invoice Service API 210628.pptx]]. |
| 106 | Properties need to be set according to the following, in accordance with the recipient's (your customer) preferences: |
| 107 | |
| 108 | **Invoice Specification references** |
| 109 | |
| 110 | * InvoiceService-API for Invoice Specification reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]]. |
| 111 | * In order to use EInvoiceB2B (EDI), the following information is mandatory in the invoiceSpecification: |
| 112 | - quantity |
| 113 | - unit |
| 114 | - unitPrice |
| 115 | |
| 116 | **Customer resource** |
| 117 | |
| 118 | * Customer-API reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.2\. Customer.WebHome]]. |
| 119 | * In order to use EInvoiceB2B (EDI), the following information is **also** mandatory in the eDIAddressInfo: |
| 120 | - eDIAddressInfo.Van |
| 121 | - eDIAddressInfo.BuyerId |
| 122 | |
| 123 | (% id="HInvoiceattachment28enclosure29" %) |
| 124 | == Invoice attachment (enclosure) == |
| 125 | |
| 126 | (% data-placeholder="Översättning" dir="ltr" id="tw-target-text" %) |
| 127 | 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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| 130 | To use Invoice attachment a pdf-document is required consisting of one or more pages. |
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| 132 | {{display reference="Main.Invoicing.invoice-service.Implementation guide.Invoice columns.WebHome" section="HStandardInvoicedistributionorderofpriority"/}} |