Visma NetAccounts receivable

The invoice finds its own payment.

Accounts receivable in Visma Net: project, location and cost center are set directly on the invoice line, so revenue can be tracked without rework. The invoice goes out via AutoInvoice, and the payment is matched on the OCR reference once AutoPay has fetched the bank file. We set up the flow around how you invoice today.

What do you want to sort out?
Book the workshop How we work

Free workshop, 45 minutes. The process map is yours either way.

Included in Visma Net Core: the whole system for SEK 75,000

Invoice out. Money in. Nobody in between.

Accounts receivable is where the finance team loses the most time without noticing. In Visma Net it comes down to settings, if the flow is set up right from the start.

Sending

The customer picks the channel. Not you.

AutoInvoice tries e-invoice first, then email with a PDF, and print last. You create the invoice, the service picks the route per recipient, and you no longer need a list of who wants what.

Visma Net · Accounts receivable · Send invoices (AR508000)

Services/Visma Net/Accounts receivable/Processes/Send invoices Straviont AB Feedback
Send invoices CustomizationTools ▾
View source document  
Send to AutoInvoice ▾
2026-08-03 ▾
2026-09-03 ▾
TypeInvoice no.CustomerCustomer nameDue dateTotal amountPrintedDon't printEmailedDon't emailSent to AutoInvoice
Invoice10231100042Villa Lind, A. Berg2026-09-12273,437.50
Invoice10218100018Brf Solsidan 22 kW2026-08-28500,562.50
Invoice10219100031Villa Ekbacken 18 kW2026-08-30320,250.00
Invoice10224100024Rosendal Media AB2026-07-31263,906.25
Invoice10227100027Vasaberg El & Teknik AB2026-08-22246,875.00
Payments

The OCR number does the work.

AutoPay fetches the bank file on the schedule we set up. Each payment meets its invoice on the OCR number and is posted. What you see are the exceptions (partial payments and deviating amounts), not the whole list.

Visma Net · Accounts receivable · Process customer payments (AR305000)

Process customer payments CustomizationTools ▾
Matching settingsExtract invoice number
1930 - Demobanken 991-2 Main account Status legend
Clear matchClear all matchesHide selectedUndo splitAll ▾
Ready to process*DateTransaction descriptionTransaction typeReceiptDisbursementStatus
2026-08-14710218 L 0000000000002410218BANKGIRO INB500,562.500.00
2026-08-14710231 L 0000000000002410231BANKGIRO INB273,437.500.00
2026-08-14710227 L 0000000000002410227BANKGIRO INB246,375.000.00
2026-08-14710219 L 0000000000002410219BANKGIRO INB320,250.000.00
Match to invoiceMatch to paymentCreate payment
MatchedMatch relevance*Orig. ref. no.*DateCustomerDescriptionAmount
No records found. Run Auto-match to see match candidates here.
Reminders

A setting, not a job.

Levels, days and fees are set once per customer class. Dunning letters are created, go out by email or print, and stop when the payment arrives. Whoever calls the customer does so with the right documents in hand.

Visma Net · Accounts receivable · Prepare dunning letters (AR521000)

Services/Visma Net/Accounts receivable/Processes/Prepare dunning letters Straviont AB Feedback
Prepare dunning letters CustomizationTools ▾
 
 
 
2026-09-03 ▾
Customer classCustomerCustomer nameEarliest due dateOverdue balanceOverdue documentsCustomer balanceDocumentsDunning levelLast dunning letter
1010013Bergslund Industri AB2026-05-08141,938.002204,938.0041–
1010015Vasaberg El & Teknik AB2026-08-16197,500.001399,550.0021–
1010024Rosendal Media AB2026-07-25211,125.002211,125.0021–
The dunning letters are released automatically in Print/release dunning letters, and the Email dunning letters action sends them.

In the system

From the line to the payment.

Invoice 10231 to Villa Lind, SEK 218,750. We follow it from the line to the posted payment, in the actual windows of Visma Net.

The line is coded when it's created.

Invoice 10231 to Villa Lind: the header with customer, terms and balance, and the lines where item, account and subaccount are set. Edit the lines just as in the system.

Visma Net · Accounts receivable · Customer invoices · Lines

Customer invoiceNotesActivitiesFilesMessages CustomizationTools ▾
Save & closeActions ▾Reports ▾ View case
Invoice ▾
<NEW>
Balanced
Hold
2026-08-13 ▾
08-2026
Villa Lind 8 kW
100042 - Villa Lind, A. Berg
MAIN - Primary location
SEK   1.00 ▾
30 - 30 days
2026-09-12 ▾
Solar installation 8 kW per order 000231
0.00
218,750.00
273,437.50
0.00
ROT and RUT deduction
LinesVATCommissionFreight detailsFinancial detailsPayment informationBilling addressDiscount detailsTotalsAttachments
LinesFinancial detailsBilling addressVATSalesperson commissionDiscount detailsOffsetAttachments
View recurring transaction
*Item IDDescriptionQuantityUoMUnit priceManual
amount		Discount,
%		Discount,
amount		Total amountManual
discount		*AccountAccount description*Subaccount
225 000,00202 500,00Sales of goods, Sweden 25% VAT
16 250,0016 250,00Sales of goods, Sweden 25% VAT
Two lines on the same invoice, editable just as in the system. Change item, account or subaccount, adjust quantity and price, or add a line with + in the toolbar. The grid recalculates itself and scrolls sideways, just like in Visma Net.

Included in Visma Net Core

Everything accounts receivable needs. Included in Visma Net Core.

Visma Net Core is a standard setup of all of Visma Net for SEK 75,000, from four weeks. Integrations and specialized apps are outside the scope and estimated separately.

  1. The line is codedsubaccount, account and VAT are set when the line is created
  2. The invoice is createdyour template, your terms, your number series
  3. AutoInvoice picks the channele-invoice first, then email, print last
  4. The customer paysthe OCR number is on the invoice
  5. AutoPay fetches the fileon a schedule, without anyone logging in to the bank
  6. Matched and postedyou see the exceptions, not the list

Visma Net Core, SEK 75,000: see the full package Book the workshop

AIAutoInvoice APAutoPay PePeppol BaThe banks monday.com

Visma's own services are part of the system from day one. We connect the rest.

All integrations and how we build them

On top of Visma Net · an example

The agent that reconciles the bank

The agent reads the bank statement, matches payments against open customer invoices on OCR, invoice number, amount and customer, and prepares the customer payments. You always approve before anything is posted.

How the agents work

Your data, cleaned up and yours.

The customer register comes along

Customers, addresses and terms are converted through Straviont Cloud Bridge. Duplicates and broken references stop in the conversion, so what reaches the ledger is data the matching can trust.

Visma runs it, you log in

Updates, backups and operations are included in the license.

Traceable per invoice

Who created, sent and reminded, and when the payment arrived. The auditors get the chain from the system, not from email.

Why Straviont

We share the risk with you. Hence the fixed price, hence four weeks.

Today the customer carries all the risk in an implementation. We believe whoever implements should carry part of it, and that is the foundation of Visma Net Core.

Our stance

No make-believe prices, and the same consultant from the first call to go-live. If a flow suits you better another way, we change it, within the price.

The project model

Four weeks, everything in parallel. You test on your own data from week one, and if it runs over, that's our cost.

Visma Net Core

The whole system as a standard setup for SEK 75,000, or SEK 125,000 with logistics. Integrations and specialized apps are estimated separately.

See what's included

7 consultants · 100% of engagements led by senior consultants · Same consultants from sale to go-live · free workshop, the process map is yours either way

The project model

You test with your own data
from week one.

What makes implementations long is rarely the workload, but the waiting in between. With us, setup, testing and training run side by side from week one, so what you find changes the configuration every week instead of at go-live.

Typical ERP project ≈ 6 MONTHS
KickoffMonth 2Month 4Go-live
The consultant configures
You're in the system
months without you in the environment
Questions about the standard flows
Our approach 4 WEEKS
Week 1Week 2Week 3Go-live
We pull your registers, convert and import
We configure continuously, based on your needs
You test in your own data
What you find changes the configuration every week, not at go-live
Questions about the standard flows
Processes are set together and adjusted until they fit
Automation where it makes a difference
Ongoing management, long after go-live

The environment is 75–90% complete from your own registers when you log in for the first time. After that, the same row exists in both models, and the difference is when it happens: questions about the standard flows come in week two, while there is still time to act on them, not on the morning you start invoicing for real.

No big delivery at the end

You watch the system take shape instead of having it presented in the final week. Anything that feels wrong has time to be put right.

Training runs in parallel

Not a full day at the end that nobody remembers. Every week, in the environment you'll work in, with your own data.

Standard where it's best

We start from Visma's proven flows where they give you more than your old way of working, and set up the system around your processes where those work better. If something suits you better another way, we change it within the price.

The workshop

A workshop on your flows, free of charge.

Tell us briefly about your business and we will host a free workshop where we go through how work and money actually move through your company, from order to posted and reconciled, and draw it up step by step, like the excerpt next to this. The map is yours whether or not we build it.

What you get from the workshop

  • The process mapYour flows drawn step by step. Yours to keep, whatever you decide.
  • Our assessmentWhat is worth changing on your side, and what Visma Net should be shaped around.
  • A planBuilt around your calendar, starting when it suits you.
  • A fixed priceCalculated from the map and set before you say yes.

The workshop is free. If it's not a fit, we'll tell you.

Book your free workshop

CharlieTed

You'll meet Charlie and Ted. The same people from the first call to go-live.

We reply within one business day. Your details are only used for this.

1 · Order intake, auto-check 2 · Confirmation & delivery plan 3 · Delivery 4 · Invoicing 5 · Payment, posting & visibility no yes no yes no yes no Order from CRM Webshop / EDI ✨ Auto-check price · stock · credit Credit OK? To credit review Order created Confirmation sent automatic · to customer Delivery plan warehouse · logistics Awaiting delivery Delivered? Reminder to warehouse Complete? Backorder created End Packing slip Invoice created Finance overview Invoiced Invoice sent e-invoice · Peppol Payment tracked bank file · automatic Manual approval exceptions only Reminders sent automatic · escalating Paid? Reconciled posted · automatic

Frequently asked questions

About accounts receivable
in Visma Net.

What happens with customers who can't receive e-invoices?

AutoInvoice falls back to email with a PDF, and if there is no email address, the invoice goes out as print through Visma's print service. You don't have to do anything extra.

How are partial payments and deviating amounts handled?

They end up under Create payment in Process customer payments, where a person decides: apply to the invoice, write off the difference or leave it as a prepayment. The rest takes care of itself.

Can dunning letters differ between customers?

Yes. Levels, days, fees and texts are set per customer class, so key customers can have softer terms than one-off customers.

Is accounts receivable included in Visma Net Core for SEK 75,000?

Yes, all the way: converted customer register, invoice template, AutoInvoice with all channels, OCR and AutoPay for incoming payments, dunning letters and training. What falls outside is contract invoicing as an add-on module and integrations with other systems. Those are estimated separately, ideally as a step two.