Being able to send invoices directly through the Onslip app provides you and your customers with a highly flexible payment process. Our system integrates directly with your accounting software, which means much of the paperwork takes care of itself.
Follow these simple steps to set up a fully automated invoicing process!
1. Log in to Backoffice
Start by logging into your Backoffice account, where we`ll configure all the basic settings.
2. Connect to your accounting system:
Onslip offers direct support for creating and sending invoices via Fortnox ,Spiris and Bjorn Lunden
Go to Integrations in Backoffice and activate the accounting service you use.
Tip for those with an older connection (prior to version 24.1): To access the very latest invoicing features, you need to give your integration a quick restart (applies to Fortnox and Spiris). Simply disconnect the service and reconnect it!
Do you use Spiris? Keep in mind that you first need to set up your item accounts within Spiris for invoicing to run smoothly. [Click here for instructions]. Then return here when you’re done!
3. Create Invoice as a payment method
Now we’ll tell the system that Invoice is a valid payment method.
Go to Configure → Payment Methods & Tips.
Click Create Payment Method.
Select Type: Invoice and select the integration you’re using.
The system will now automatically verify the connection. Once the status shows “OK,” you’re all set!
Select how you want the invoices to be delivered (options vary slightly depending on the accounting system)
| Delivery method | Description | Support for |
|---|---|---|
| Draft | Invoice drafts are created in the accounting programme that you send yourself | Fortnox, Spiris |
| Post | Invoice is posted but not sent automatically | Fortnox, Spiris, Bjorn Lunden |
| The invoice is e-mailed to the customer | Fortnox, Spiris | |
| Post | The invoice is sent by post from the accounting provider | Fortnox, Spiris |
| E-invoice | Invoice is sent as e-invoice/EDI | Endast Fortnox |
Click Create Payment Method to save your settings.
4. How to Invoice in the Onslip App
You’re all set! Here’s how to easily create an invoice in your business when you have the customer in front of you:
Create a sales receipt as usual and add your products.
Tap Take Payment and select Other → Invoice.
Select the customer from your existing customer list, or easily add a new one by tapping Import Customer from Accounting Software. (Tip: If the customer’s information differs between systems, you can choose which version to use here).
Make sure all required fields (marked with an asterisk) are filled in. Don’t forget to include the customer’s reference!
Click OK and then Finish to record the payment.
5. Follow up with clear reports
To get a complete overview of all your issued invoices:
Go to Reports → Invoice Details Report in the Backoffice.
Select the desired date range and click View Report to see all issued invoices and credit notes.
Automate your daily routine: Would you like the report sent to you automatically? Change the frequency to Daily, Weekly, or Monthly and click Create!