When setting up e-invoices for Norwegian customers
Step-by-step guide for Sales E-invoices
Before the setup:
- Check Check with HansaWorld that the customer has a valid Internet Services Contract for sending out e-invoices
- Customer also needs a customer nr from APIX (e-invoice supplier in Norway)
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System and technical settings
- System >> Settings >> Company Info
- Tab "Address" must be filled in out like this (nothing more, nothing less):
Fill inn tab - Tab "Reg." must be filled out like this (Bankkode is very important):
- Tab "Address" must be filled in out like this (nothing more, nothing less):
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- :
- Org.nr.- without spaces and without MVA at the end
- MVA-nr.- without spaces and MVA at the end
- Land: NO
- Bankkonto 1
- Bankkode (very important)
These fields must be filled out in Purchase Ledger >> Settings >> Banks
IBAN is the customers iban; same with BIC
Bankkode is the bank's ID kode. Customer has to contact their bank, if they do not know this code - Land
- ANA-kode: 9908 + org.nr.
- E-fakturakonto: customer number from Apix
- :
- System >> Settings >> Cloud Services
- Cloud Service Server IP: lookup.hansaworld.com
- port: 443
- System >> Settings >> Cloud Services Settings
- Tab "Activation"
- Send and Receive Documents Default: Send nothing
- Send Electronic Invoices: Active
- Send Electronic Payments: Default
- Receive Electronic Invoices: Default
- Send Direct Debit: Default
- Send Electronic VAT Declarations: Default
- Checkbox "Electronic Data Exchange Stopped": do not mark
- Reason: delete if something is written here
- Tab "E-Invoices"
- Checkbox "Electronic Invoices with pdf Files": mark
- Customer's Rcv. Preference: E-Invoice
- Postage for Paper Invoice: Priority
- E-Purchase Invoice Item Transfer Control: Consolidate Items to Supplier's Cost Account
- "Dont Require VAT Code on E-Purchase Invoice Rows": do not mark
- Tab "Service Status"
- Send Electronic Invoices: should be start/running
If it's Stopped, try clicking "Send Electronic Invoices" couple of times, this may help to start the function again - Do not pay attention to everything else
- Send Electronic Invoices: should be start/running
- Tab "Activation"
- System >> Settings >> Base Currency
- Fill out like this:
- Fill out like this:
- Technics >> Settings >> Database Status
- Update Database Status: Set to "Manual"
- Database Status: Set to "Live"
- Reason: delete if something is written here
- Technics >> Settings >> Services Cache ( check this when logged in Admin client)
Create new records or change existing like this:- GETSUPPLIERINVOICE
- Code: GETSUPPLIEREINVOICE
- Host: ricardo.hansaworld.net
- Port: 480
- Partner and Http Port: leave blank
- FuncName: HTSGetSupplierEInvoice.hal
- SENDEINVOICE
- Code: SENDEINVOICE
- Host: ricardo.hansaworld.net
- Port: 480
- Partner and Http Port: leave blank
- FuncName: HTSReceiveEInvoice.hal
- SENDERECORDSTATUS
- Code: SENDERECORDSTATUS
- Host: ricardo.hansaworld.net
- Port: 480
- Partner and Http Port: leave blank
- FuncName: HTSReceiveStatusData.hal
- GETSUPPLIERINVOICE
Things to check when beginning to send e-invoices
- Sales Ledger >> Settings >> Electronic Invoices Queue
- If everything is filled out correctly and customer is supposed to receive e-invoices, here will come all OKed Invoices
- If it's working, status should be √
Sales Ledger >> Settings >> Electronic Record Statuses
Note If Status is not updated and stuck at 2, try restarting the server, it usually helps!
- From queue Invoices with status √ comes here
- Status 0: nothing has happened to an invoice
Status 1: invoice is ok in your system
Status 2: invoice has been sent to HansaWorld's apix server
- Status 4: invoice sent to recipient
- Status 5: Accepted by Recipient
- Please check settings mentioned in points 5. and 6. before
- Technics >> Reports >> Idle Tasks List
- Function " HTCSSendEInvoiceIdleTask" should be On and with date and time
- Function " HTCSSendEInvoiceIdleTask" should be On and with date and time
- System >> Reports >> Electronic Invoices Setups Status
- Send Electronic Invoices: should be Running
- System >> Reports >> Services Test >> choose "SENDEINVOICE"
- Should state that you should be able to send e-invoices/ use this service
E-Purchase Invoices
Configuration if customer already has "SENDEINVOICE" service:
- Technics >> Settings >> Services Cache (better to double-check this when logged in Admin client)
Create new records or change existing like this- GETSUPPLIERINVOICE
- Code: GETSUPPLIEREINVOICE
- Host: ricardo.hansaworld.net
- Port: 480
- Partner and Http Port: leave blank
- GETSUPPLIERINVOICE
- System >> Settings >> Cloud Services Settings
- Tab "Activation"
- Receive Electronic Invoices: Active
- Tab "Activation"
How to use
- To automatically paste account when creating a Purchase Invoice from the E-Purchase Invoice >> fill in cost account in Contact record >> Tab: Accounts >> Field: Cost A/C
- To convert the E-Purchase Invoice:
- Open the PL >> Registers >> E-Purchase Invoices > make sure the VAT code on the invoice is correct. If not add the correct code
- If contact doesn't exist, create a contact from Create menu
- When Purchase Invoice looks correct >> OK the record >> Create >> Purchase Invoice >> check that the invoice is correct, with correct amounts >> OK Purchase Invoice.