Severa's sales invoices can be transferred to Fennoa by downloading the Finvoice material from Severa's invoices. This article explains how to activate the Finvoice add-on and how to download the xml material. Before setup, ensure with Fennoa that invoices can be downloaded and read Fennoa's instructions on how the material is uploaded to Fennoa. Fennoa can receive Finvoice 2.01 material. See Fennoa's customer support contacts. 

Finvoice add-on setup in Severa

  1. Severa's main user can activate the Finvoice add-on in Severa
  2. Go to Gear icon > Subscription > Integrations > Finvoice

Creating invoice material

Sending invoices from Fennoa is possible as an e-invoice, email invoice, and paper invoice. In Severa, the invoice sending channel must be defined by adding information to the customer card's einvoice address and einvoice operator code fields. The information must be present in both fields. If there is no information in the fields, the invoices will not be in the invoice material. Define the information on the customer card by selecting one of the following options: 

  1. Sending as an e-invoice: Fill in the customer's einvoice details in the Einvoice address and Einvoice operator code fields
  2. Sending as an email invoice: Add the recipient's email address in both the Einvoice address and Einvoice operator code fields
  3. Sending as a paper invoice: Add the word PRINT in both the Einvoice address and Einvoice operator code fields
  4. Preventing invoice sending: If you do not want Fennoa to forward the invoices, add the word DONOTSEND in both the Einvoice address and Einvoice operator code fields

Downloading invoice material

Downloading invoice material requires main user rights. Download the invoices' xml material from Severa as follows:

  1. Open the gear icon and go to Data transfer > Finvoice
  2. On the Settings tab in the Finvoice section, you can define from which status the invoices are fetched to the material (only invoices in the status defined in the settings are included in the material, so please check that the invoices are in the correct status)
  3. Select the required Finvoice edition from the drop-down menu
  4. Download the material by clicking Upload invoices
  5. After a successful download, move and upload the file to Fennoa according to Fennoa's instructions

Updating Fennoa's product registry

During the import of invoices, Fennoa's product registry is updated by default according to the description of Severa's invoice lines. If necessary, you can request a change to the integration settings via Fennoa's customer service so that the underlying product is added to the product registry instead of the invoice line description. In this case, the product name in Severa should be defined as Suunnittelu |, meaning a vertical bar | is added after the product name in the product registry.

Example:

  • In Severa's product registry, there is a product with an identifier and the product name is Suunnittelu. 
  • Then an invoice is created in Severa, and the invoice line description is changed to a more descriptive Suunnittelu 12.5.2021 at the client's location. 
  • In this case, the integration updates the Invoice line description information in Fennoa's product registry, not the product name that is in the product registry.


Keywords: Fennoa, finvoice, xml, xml material, Finvoice material, invoice material, downloading invoice material, Fennoa integration, xml upload, data transfer





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