Invoicing

Invoice reminder
You can send invoice reminders directly via email from Visma Severa or save the reminder PDF file and send it via other methods to your customer. These opt...
Tue, 13 Oct, 2020 at 11:04 AM
How to create an invoice?
The easiest way to invoice a specific project is through that project. This can also be done via Invoicing > Create invoices where you can find all bill...
Tue, 13 Oct, 2020 at 11:05 AM
Invoice settings
On Invoice settings tab you can review and edit various layout and formatting settings. As a default the settings come from invoice template that can be se...
Tue, 13 Oct, 2020 at 11:05 AM
Invoicing overview
On Invoicing overview you can see all of your invoices. The invoices are in Kanban view as default. You can also switch the view to List by selecting it fr...
Tue, 13 Oct, 2020 at 11:05 AM
Create invoices view
Create invoices view displays all billable projects and it is easy to limit the projects using the filters. By default some of the most used filters are sh...
Tue, 13 Oct, 2020 at 11:06 AM
How to create a grouped invoice?
You can group customers projects using the same currency into one invoice. The easiest way to create a grouped invoice is through Invoices > Create invo...
Tue, 13 Oct, 2020 at 11:06 AM
How to reimburse an invoice?
In Visma Severa it is possible to reimburse an invoice in full using the reimburse function on invoice. If you only need to reimburse a part of an invoice ...
Tue, 13 Oct, 2020 at 11:07 AM
How to delete an invoice?
If there is a need to delete an invoice, you can delete: Invoice that does not have invoice number (i.e. Draft invoices) Invoice that uses the latest in...
Tue, 13 Oct, 2020 at 11:07 AM
How to send an invoice as email?
Emailing invoices directly from Visma Severa is a good option for customers who are not using electronic invoicing or financial integrations. Invoice is at...
Tue, 13 Oct, 2020 at 11:08 AM