Payment methods Visma.net Financials

Payment methods Visma.net Financials

For customers using Visma.net Financials in conjunction with Spend Cloud, it is possible in Spend Cloud to specify separate payment methods in addition to payment terms.

Application Management Settings
If the above has been enabled for your environment, you can find the Payment Methods menu in Application Management by navigating to Application Management / General / Payment Methods.

It may be necessary to first enable the rights for this menu in your rights set.

In this menu, you can add (new) payment methods by clicking the 'Add' button. Enter the code and name, then click 'Save'. Repeat this process for the other payment methods you want to add. The new payment method is now added to the overview and can be selected during the coding of invoices.

Default Payment Method
Similar to payment terms, you can set the payment method as the default. You can set this per relation via Application Management / General / Relations. Depending on certain settings in your environment, you can also set this per administration or per payment method. If you cannot set this at the administration level and want to, you can contact our Support department.

Coding Invoices
While coding invoices, a field has been added under 'Payment Terms'. This allows you to add a different payment method for each payment term. These values can also be saved in a template.

Exporting Invoices
When exporting invoices to the financial package, the values for payment terms and payment methods are registered separately in the package.

This is already the case for Visma Financials. For other packages, we want to make this possible as well, provided the package supports it. You can request this by contacting our Support department.


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