Creating an invoice

Creating and transferring a sales invoice

1. Create invoice in Severa
2. Once the invoice is done, move the invoice in Severa to the status Valmis lähetettäväksi Netvisoriin
3. Log in to Netvisor and navigate to Extensions > Severa > Sales invoice transfer
4. Import the sales invoice data to Netvisor (you can find the sales invoice transfer instructions on Netvisor's help pages)
5. Once the data is transferred to Netvisor, the invoice status in Severa automatically changes to Lasku lähetetty Netvisoriin

To ensure the invoice is correctly transferred from Severa to Netvisor, the customer address details must be present on the invoice in Severa. Check that the correct address details are selected on the invoice. The Customer address field must not be empty.

Customer address details are filled in Severa on the customer card under the Contacts & addresses tab. Ensure that the addresses are entered correctly, and no extra characters or line breaks are added to the fields. The customer card should include:

• customer vat number
• name
• address information (should be found under Headquarters)
• einvoice details

When transferring the einvoice address, ensure that the einvoice operator is supported in Netvisor and the write format matches Netvisor's format. See supported einvoice operators in the table.

If invoices are sent to the customer via email, fill in the email address in Severa on the customer card under the Contacts & addresses tab in the Email field.

If the invoice import in Netvisor fails, you can examine the error more closely by hovering over the invoice number displayed in red in Netvisor. Common error messages and their suggested solutions are listed in more detail in the error message table.

If a credit note needs to be created from an invoice created in Severa, the credit note must be created in Severa. Once the credit note is created, it should be transferred to Netvisor following the normal invoice transfer process. This ensures that invoice numbers match between the systems. In case of issues with invoice transfer or invoice numbering, we recommend contacting our customer service.

Creating travel reimbursement data

1. Create travel reimbursement in Severa
2. Once the travel reimbursement is done, move the travel reimbursement to, for example, the Approved status
3. Log in to Netvisor and navigate to Extensions > Severa > Travel reimbursements transfer
4. Import the travel reimbursement to Netvisor (you can find the travel reimbursements transfer instructions on Netvisor's help pages)
5. Once the data is transferred and the travel reimbursement status in Severa is Siirretty Netvisoriin, the travel reimbursement status updates automatically to this status after a successful transfer

Travel reimbursements that have received a travel reimbursement number and are in a status other than Draft, Not approved, and Siirretty Netvisoriin, can be fetched to Netvisor. It is recommended to use the Approved status when transferring travel reimbursements to Netvisor. Ensure that the invoice statuses are defined according to the initial setup instructions.

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