Open docs

English

Svenska

English

Svenska

Appearance

Invoice via Spiris (before Visma eEkonomi) ​

Spiris is a program for accounting and financial management. If you already use Spiris for your accounting, you can also use it to invoice your customers from OPEN Two:

  • Charge customers by invoice directly in the POS.
  • Manage your customers and invoices in Spiris.
  • The invoices are booked in Spiris together with the rest of your sales.

This guide helps you get started with invoicing via Spiris. If you are looking for a guide on accounting, go to Accounting via Spiris.

Requirements for using Spiris invoicing ​

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

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

Get started with invoicing via Spiris ​

  1. Activate the Spiris integration
  2. Activate the invoice payment method
  3. Charge via invoice

Step 1: Activate the Spiris integration ​

  1. Activate the Spiris integration in BackOffice as described in Accounting via Spiris. When the dialog asks how you want to use the integration, select Accounting & Invoicing.

    Already using Spiris for accounting only? Inactivate the integration (3-dot menu on the Spiris card > Inactivate), then activate it again and select Accounting & Invoicing.

  2. In Spiris, go to Settings > Company settings > Invoice details and set the number you want your invoices to start from.

    WARNING

    If the invoice number is set to 0, the numbering never starts and you can't create invoices.

Step 2: Enable 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.

Step 3: Charge via invoice ​

  1. Place the goods as usual in the checkout.
  2. Select the invoice payment method.
  1. Search for the customer. You can either search for the customer in the list or search by name, organization number or customer number.
  1. Select the customer.
  1. Enter any reference and comment, then create the invoice.
  1. As a final step, you have the option to print a pro forma invoice (optional).
  1. All further processing of the invoice takes place in Spiris.

How to manage customers ​

You can now view your customers on the Customers page in BackOffice and in the checkout.

Customer management is done in 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.

How to manage invoices ​

All invoice management is done in Spiris.