What You Need to Know About Invoicing
Your Holvi business bank account does not only offer you business banking with integrated bookkeeping features, you can also create and send invoices to your customers.
In this section you will learn how to send your first invoice, manage the invoicing status for paid or credited invoices and set up a reference number for international invoices. You can also learn about the benefits of using e-Invoicing.
The full functionality of the invoicing is included in the grower plan. If you are on the starter plan, you may test the functionality with 3 invoices per month.
Creating Your First Invoice
You can create an invoice in the Invoicing tab in the browser or in the Holvi App. Create a new invoice, fill in the details and save.
You can either download a PDF version of your invoice or send it via email directly to the recipient. You can find more information on the invoicing setup and sending your first invoice here.
Matching an invoice with a payment
When an invoice is paid using the correct reference number, the incoming payment is automatically linked to the invoice. Payments that arrive without a reference number end up in the category Uncategorised. If you want to match an invoice with a payment manually, simply go to the invoice and select mark as paid in order to select the payment.
Read more here.
Unmatching a payment
Invoices that were created and matched with a payment after the 11th of March 2021 can be unmatched.
If you would like to unmatch a payment please open the invoice in your browser, scroll down to Payment matching and click on Unmatch.
E-Invoice Receiving for Finnish Customers
“To enable the e-invoice receiving feature, go to your invoicing settings and click Activate e-invoice receiving.
After this you will see your e-invoice address and operator ID - you’ll need these to provide to invoicing companies. Please also remember to give the operator ID (003723327487) to your partners who need to send you an invoice!
After that you have made your request, you can also check your e-invoice details via going to invoices in your Holvi profile> Invoices > Invoice settings. After the activation you will see the e-invoice address of your company, which you can give to your invoicing partner. (Read more about e-invoicing here)”
Here are some more articles to help you with the invoicing feature:
- Do you charge a commission per invoice?
The full functionality of invoicing is included in the grower plan and we do not charge any additional commission for created invoices.
- What is the maximum of 3 invoices in the starter plan?
You can test the invoicing with the starter plan by sending and creating 3 invoices per month. If you would like to use more, you can always move to the grower plan.
- From which address is the invoice sent?
Invoices that you sent directly from the Holvi account to your customers are sent from firstname.lastname@example.org.