Wiki source code of Invoicing & Distribution

Last modified by Karl Holmbom on 2024/04/15 13:40
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Fredrik Nilsson 3.1 1 = Introduction =
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7 This section covers the invoicing process and invoice layout functions.
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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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Fredrik Nilsson 64.1 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.
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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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Fredrik Nilsson 3.1 21 (% id="HInvoicedocuments" %)
22 == Invoice documents ==
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25 === Invoice ===
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Fredrik Nilsson 62.1 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.
Fredrik Nilsson 15.1 38
Fredrik Nilsson 3.1 39 (% id="HReminder" %)
Fredrik Nilsson 53.1 40 === Reminder ===
Fredrik Nilsson 3.1 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.
Fredrik Nilsson 56.1 43 * Digital or postal distribution depending on ledger configuration.
Fredrik Nilsson 53.1 44 * [[Example>>attach:Påminnelse.pdf]]
Fredrik Nilsson 56.1 45 * Dependency to [[legalEntity>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.2\. Customer.WebHome||queryString="HCreatenewcustomer"]] in Customer resource:
Fredrik Nilsson 57.1 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)
Fredrik Nilsson 59.1 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.
Fredrik Nilsson 56.1 48 ** Finland only: Different claim processes will be used depending on "consumer" or "business"
Fredrik Nilsson 3.1 49
50 (% id="HCollectionclaim" %)
Fredrik Nilsson 53.1 51 === Collection claim ===
Fredrik Nilsson 3.1 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
Fredrik Nilsson 53.1 55 * [[Example>>attach:Inkassokrav.pdf]]
Fredrik Nilsson 3.1 56
Fredrik Nilsson 79.1 57 == Logotype ==
Fredrik Nilsson 74.1 58
Fredrik Nilsson 79.1 59 (% class="wikigeneratedheader" id="HLogousedforprint" %)
60 === Logo used for print ===
Fredrik Nilsson 3.1 61
Fredrik Nilsson 79.1 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.
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64 |=Property|=Description
Fredrik Nilsson 81.1 65 |Format|.png
Fredrik Nilsson 79.1 66 |Resolution|300 DPI or higher
67 |Max Height|1,7 cm
68 |Max Width|8 cm
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70 (% class="wikigeneratedheader" id="HLogousedforweb28digitaldistribution29" %)
71 === Logo used for digital distribution ===
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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.
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75 |=Property|=Description
Fredrik Nilsson 81.1 76 |Format|.png (compatible to dark mode)
Fredrik Nilsson 79.1 77 |Max Height|100px
78 |Max Width|300px
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Fredrik Nilsson 81.1 80 (% id="HLogotype" %)
Fredrik Nilsson 80.1 81 == (% style="color:inherit; font-family:inherit" %)Payment info(%%) ==
Fredrik Nilsson 79.1 82
Fredrik Nilsson 3.1 83 * PayEx creates invoice reference number (KID/OCR)
84 * BIC/IBAN is only shown if invoice receiver address is abroad
Fredrik Nilsson 53.1 85 * Admin text is set by PayEx
86 * Supported language for invoice admin text and claims: ledger default country config + english
Fredrik Nilsson 3.1 87
88 (% id="HE-mailinvoice28html29" %)
89 == E-mail invoice (html) ==
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Fredrik Nilsson 63.1 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.
Fredrik Nilsson 14.1 92 * e-mail layout adapts to receivers device and settings.
Fredrik Nilsson 8.1 93 * Logo for digital distribution is used.
Fredrik Nilsson 25.1 94 * Example of e-mail layout using iPhone 11 Pro Max, iOS 14 is found [[here>>attach:Example email html 210611.png]]
Fredrik Nilsson 63.1 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.
Fredrik Nilsson 68.1 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.
Fredrik Nilsson 3.1 100
101 (% id="HEDI28B2B29" %)
Fredrik Nilsson 12.1 102 == EDI (B2B) ==
Fredrik Nilsson 3.1 103
Fredrik Nilsson 53.1 104 PayEx Invoice Service is designed to support distribution of invoices business to business (B2B) e.g as Peppol, EHF, EDI or Svefaktura.
Fredrik Nilsson 82.1 105 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:
Fredrik Nilsson 3.1 107
Fredrik Nilsson 82.1 108 **Invoice Specification references**
Fredrik Nilsson 26.1 109
110 * InvoiceService-API for Invoice Specification reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.3\. Invoice-service.WebHome]].
Fredrik Nilsson 83.1 111 * In order to use EInvoiceB2B (EDI), the following information is mandatory in the invoiceSpecification:
Fredrik Nilsson 26.1 112 - quantity
113 - unit
114 - unitPrice
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Fredrik Nilsson 82.1 116 **Customer resource**
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118 * Customer-API reference is found [[here>>doc:Main.Invoicing.invoice-service.invoice-service-apis.Technical reference.2\. Customer.WebHome]].
Fredrik Nilsson 83.1 119 * In order to use EInvoiceB2B (EDI), the following information is **also** mandatory in the eDIAddressInfo:
Karl Holmbom 84.1 120 - eDIAddressInfo.Van
121 - eDIAddressInfo.BuyerId
Fredrik Nilsson 82.1 122
Fredrik Nilsson 3.1 123 (% id="HInvoiceattachment28enclosure29" %)
124 == Invoice attachment (enclosure) ==
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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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Fredrik Nilsson 72.1 132 {{display reference="Main.Invoicing.invoice-service.Implementation guide.Invoice columns.WebHome" section="HStandardInvoicedistributionorderofpriority"/}}