Financial Management / Invoicing
Table of Contents
Currently supported 3rd party services:
Netvisor
Netvisor integration allows your Site to
- receive offline payments from Netvisor, eg. bank transfers, manually recorded transactions
- send Customer, Product, Invoice and Payment data to Netvisor
To enable Netvisor as a financial management provider, contact Pilvi support.
Netvisor product codes
Set Netvisor product codes for exported row types:
-
FINANCIAL_MANAGEMENT_INTEGRATION_NETVISOR_PRODUCT_CODE_CREDIT -
FINANCIAL_MANAGEMENT_INTEGRATION_NETVISOR_PRODUCT_CODE_CREDIT_PURCHASE -
FINANCIAL_MANAGEMENT_INTEGRATION_NETVISOR_PRODUCT_CODE_SERVICE_FEE -
FINANCIAL_MANAGEMENT_INTEGRATION_NETVISOR_PRODUCT_CODE_INVOICING_FEE
Make sure matching products exist in Netvisor for these codes.
Netvisor overpayment handling
Netvisor overpayments can be configured to use a dedicated account for credit purchase invoice payments.
Preference:
-
FINANCIAL_MANAGEMENT_INTEGRATION_NETVISOR_OVERPAYMENT_CREDIT_PURCHASE_PAYMENTS_ACCOUNT_NUMBER
Behavior:
- If the preference is empty, overpayment credits are recorded in the default flow during the same import run.
- If the preference is set (not empty), overpayment credits are recorded only after the overpayment receives a transaction from Netvisor.
Auditing financial actions
For operational tracing of invoice and payment related actions, use Action Log in Manager.