Begin by logging into your account in Backoffice.
Connect accounting service
First connect the integration to these services before continuing. If you made the connection before the 24.1 update was released you will need to remove the connection and make the connection again, Björn Lundén does not count however as it will work anyway.
Note! If you use Visma you will need to do some preparation in Visma eEkonomi before you can begin invoicing in the cash register, specifically create new sales categories in Visma. You can see instructions on how to do this here. Return to the steps below when you are done with sales categories.
Create payment method
Go to Configuration and choose Payment Methods & Gratuity.
Click Create Payment Method.
Pick Type as Invoice and choose what integration you want to use.
The name will be automatically filled in and the page will make a check that the integration is connected properly. If the Status is OK you can proceed.
Choose how the invoices should be delivered. Depending on your integration you may not have all options presented here.
- Draft – An invoice draft is created in your accounting software that you yourself will send to the customer.
- Finalize – The invoice will be finalized in the accounting software but you will have to send the invoice to the customer yourself.
- Email – The invoice will be sent to the customer via email.
- Mail – The invoice will be sent to the customer by mail via the account software's provider.
- EDI Invoice – The invoice will be sent to the customer via EDI or "e-faktura". Further settings for the customer in your accounting software may be necessary.
Lastly click Create Payment Method.
In the cash register
Create a regular sales tab by choosing the products the customer wants to buy.
Press Other and pick your invoice payment method.
Pick a customer in the cash register's list, alternatively press Import customer from accounting software to fetch a customer list from your accounting software.
The cash register will try to match the customer in Onslip with the customer in your accounting software. If there are differences in the customer, for instance another e-mail adress or another phone number the conflict will need to be resolved, in that case choose which of the options you want to use and press OK. Otherwise the cash register will automatically proceed to confirming the customer data.
Check all the details, adjust if necessary. Enter all details marked with a red asterisk and enter the customer's reference.
In the payment screen, press Finish.
To get an insight into created invoices in Backoffice, click Reports and choose Invoice Data Report.
Adjust the dates to the left and click Show Report. Invoice Data as well as created invoices and credit invoices will be shown in the report. By changing the period to Daily, Weekly or Monthly you can create a report that will be sent according to a schedule. Click Create to set this up.