Invoice via Visma Spiris

Spiris is a smart and simple accounting program that handles most of your ongoing accounting automatically. We have taken accounting and invoicing to a new level. We dare to say that it is a web-based accounting program in absolute world class in terms of functionality. Not functions that you need to learn and actively work with, but more advanced functions that do the job for you!

Automatic accounting
Smart invoicing
Complete payroll management
Awesome app, both for you and for employees

If you are looking for a guide on accounting via Visma Spiris, go here.

Requirements for using Visma Spiris invoicing

For invoicing via Visma Spiris to work, you also need to use Visma Spiris for your accounting. This is because the accounting of the invoices will be done via Visma Spiris.

You also need to have a Visma Spiris package that includes invoicing.

Get started with invoicing via Visma Spiris

Activate the Visma Spiris integration:

Select both Accounting & Invoicing (follow the steps in the guide Activate the Visma Spiris integration with Accounting & Invoicing below).

Activate the invoice payment method:

The invoice payment method is automatically activated on all cost centers. This can be changed on the Payment methods page in BackOffice.

Access to your customers:

You can now access your customers on the Customers page in BackOffice and in the checkout. Please note that you create your customers in Visma Spiris.

Take payment via invoice

From the cash register you can now invoice your customers.

Activate the Visma Spiris integration with Accounting & Invoicing

In BackOffice, select COMPANY in the menu and go to the INTEGRATIONS page.
In the card for Visma Spiris, press the ACTIVATE button.

In the dialog that opens, you will receive a brief introduction to the purpose of the integration. Select BOOKKEEPING & INVOICING and press NEXT.

You now need to give OPEN Two access to the necessary data in Visma Spiris. Press OK and you will be redirected to Visma Spiris.

Once the access details are verified, press OK.

Fill in the start date from when your sales data should be exported to Visma Spiris for posting. Then press NEXT.

Select accounting accounts

Select accounting accounts for payment methods

Select which accounting accounts should be used in Visma Spiris for your different payment methods. You can also add a new account from the list. Then press NEXT.

Select accounting accounts for VAT rates

Select which accounting accounts should be used in Visma Spiris for your different product groups. You can also add a new account from the list. Then press NEXT.

Select accounting accounts for product groups

Select which accounting accounts should be used in Visma Spiris for your different product groups. You can also add a new account from the list. Then press NEXT.

Select accounting accounts for other events

Select which accounting accounts should be used in Visma Spiris for your other events, e.g. accounting for tips. You can also add a new account from the list.

Now the Visma Spiris integration is activated. Press OK to close the dialog.

How to manage customers

Customer management is done in Visma Spiris, where you can create new customers, edit or delete customers. However, small adjustments, such as changing the billing address, can be made directly from the checkout.