In the Severa-Netvisor integration, it is possible to update the invoice payment status (reference payment) from Netvisor to Severa. The integration is built in the following way:

  1. The integration searches for invoices in Netvisor that are in the Paid status every 5 minutes.
  2. After this, the invoices are retrieved from Severa and identified based on the invoice number or reference number.
  3. After successful identification, the invoices are updated in Severa as paid and automatically moved to the selected invoice status.

The transfer of information requires the configuration of settings and the connection of the integration in Severa. Additionally, information from Netvisor is needed for activation. Settings can be configured if the company has an active and enabled Severa-Netvisor integration.

If your company has the organizational hierarchy add-on, and multiple billing companies operate in the same Severa environment, for which the integration is desired to be enabled, the settings must be configured separately for each company. Select the company from the dropdown menu and configure the settings company-specifically.

The integration does not update payment information retroactively. Before activating the integration, paid invoices must be manually moved to the Paid status.

Configuring settings and connecting the integration

Before connecting the integration, check that the invoice status for paid invoices is found in your company's Severa settings. Invoice statuses are managed in the company's settings under Billing > Invoice statuses. If necessary, add a new invoice status for paid invoices, e.g., named Paid, and select the options in the invoice status settings: Not editable, Invoice number, Sent, and Paid.

Watch a short video about activating the integration.

Start connecting the integration by navigating to Severa's integration settings: gear icon > Settings > Integrations > Netvisor payment status. Configure the following information in the settings:

  1. Vat number
    • Enter your company's Vat number.
    • The Vat number must be written in the same format as it is recorded in Netvisor under integration settings > Extensions > Severa > Settings.
  2. Api user id
    • Enter the Api user id obtained from Netvisor.
    • The user identifier can be found in Netvisor under Extensions > Severa > Settings > Netvisor - Severa interface settings > Authentication > Netvisor, in the field User identifier. 
  3. Api key
    • Enter the Api key obtained from Netvisor.
    • The Api key can be found in Netvisor under Extensions > Severa > Settings > Netvisor - Severa interface settings > Authentication > Netvisor, in the field Key.
  4. Invoice identifier
    • Set the Invoice identifier.
    • Based on the identifier, the integration recognizes the invoice and the incoming payment, and transfers the information from Netvisor to Severa.
    • Select the setting according to how your company's invoice numbering is configured in Netvisor's sales invoice import settings: Extensions > Severa > Sales invoice transfer > Settings. See additional information if needed in Netvisor's sales invoice import settings guide.
      • If invoice numbering is configured to be generated in Severa, select Invoice number.
      • If reference numbering is configured to be generated in Severa, select Reference number.
  5. Status of paid invoices
    • Set the invoice status to which paid invoices are desired to be transferred in Severa.
    • The available statuses are those with the Paid option in the invoice status settings.
  6. Email notifications
    • Select if you want to receive error messages from the integration via email.
    • Set the email address of the email recipient.

Once you have configured all the settings, activate the integration using the toggle switch > Enable Netvisor payment status. If the system reports an error, or if configuring the settings is not possible for some reason, please contact Severa's customer support to resolve the issue.

Partial payment of an invoice does not transfer in the integration from Netvisor to Severa. An invoice is considered paid only when the recorded payments and the invoice sum are equal. This integration transfers payment information only for those invoices that are in the Paid status in Netvisor. You can find more information about partial payments in Netvisor's payment guide.


This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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