Using Fortnox Invoice (via Omniboost)

Modified on Thu, 4 Jun at 6:30 PM

This article is an introduction to Fortnox Invoice integration.

Introduction

Fortnox Invoice is an add-on to the Fortnox Accounting (via Omniboost) integration that enables Domino to upload invoices created in Domino as orders to Fortnox. If your company uses invoices, this feature can further reduce the manual workload for your accounting department.

Key benefits

Invoices do not have to be created manually in Fortnox
Customer accounts are created in Domino and uploaded to Fortnox together with the invoices
Completely automatic process, invoices are uploaded once daily
Elimination of human error

Changes in the guest ledger in Fortnox are not automatically updated in Domino. However, changes to the customer info in Domino are updated in the Fortnox guest ledger when invoices are synced to Fortnox.

Region availability

Fortnox Invoice is available in Sweden only.

Requirements

Fortnox Invoice only works with Domino and Windows 10 or newer.

Onboarding with Fortnox Invoice (via OB)

Onboarding process - new Customer

The onboarding process is the same as with Fortnox Accounting (via Omniboost).

Onboarding process - Customer already uses Fortnox Accounting

Customer contacts Trivec Sales representative and signs a contract.
Trivec Sales sends the information template to the Customer, requesting invoice-related information to be provided.
Customer provides the information and sends back the document to Sales.
Trivec prepares the Domino environment for Fortnox Invoice.
Omniboost informs Trivec that the functionality is delivered.

Onboarding process - Customer already using invoicing in Fortnox (manual or automatic)

All Fortnox Guest ledger entries missing in Domino must be created manually before using the integration. Tivec can assist with a one-time generic import of the guest ledger entries as accounts in Domino.

Using Fortnox Invoice

Creating new invoices

Select a table and Bill:

Select Fortnox invoice payment method:

Search for the invoicing account and select Activate Customer:

If an new account needs to be created, select New Customer and follow the Creating new accounts guide.

Creating new accounts

To create an account in Domino:

Navigate to Customer page:

Select New Customer in the lower part of the screen:

Enter the necessary information (FirstName is necessary) and confirm with OK. You can scroll through the additional account information by using the arrow symbols:

Exactly which information needs to be entered (except FirstName) is something that your accounting department decides about.

NOTE: Accounts can be created in Fortnox. However, it is recommended to create accounts in Domino only since they will be uploaded to Fortnox together with the invoice. If they are created in Fortnox first, they must be created manually in Domino as well, with exactly the same information. It makes much more sense to do it only on Domino.

Account properties in Domino

Make sure that the information you enter in the Account properties is compatible with Fortnox.

These are the Domino account properties most often used, their Fortnox counterparts, and their format and character restrictions:

Domino	Fortnox	Format	Example	Required	Comment
FirstName	Namn	50 characters	John Smith or John Smith´s Company	YES	Personal or company name.
EMail	E-post	50 characters	john.smith@email.com	NO
Street + Nr	Fakturaadress	50 characters	Long street 5	NO
ZipCode	PostNr	5 numbers	123 45 or 12345	NO	No text characters allowed.
City	Stad	50 characters	Springtown	NO
Phone	Telefonnummer	Numbers and dash only	010-1502300	NO
VAT-number		Numbers and dash only	1234567-9999 or 12345679999	NO	No text characters allowed.
Memo	Er referens	50 characters		NO	Used for additional information.
ClientNr	Kundnummer	Numbers only	123456	(YES)	Only required if the Customer is created in Fortnox first.

Invoicing with tips

Invoice payment with tips are handled by invoicing the tips in a separate invoice:

Complete the invoice payment as described in Creating new invoices.
Select the exsale product Invoice Tip and enter the tip amount.
Close the bill using the Invoice payment method and select the same account as the one used for the first invoice.

These two invoices can then be invoiced towards the end Customer together in Fortnox (samlingsfakturering).

Managing Fortnox Invoice

Updating product groups/bookkeeping accounts in Fortnox

If you create new product groups in Fortnox or decide to change bookkeeping accounts, you must contact Trivec Support to update the changes in Domino.

Triggering product upload

Before you can invoice newly added products in Domino, the product upload must be triggered. To do that:

Log in with an account that has a Manager permission level and account and navigate to Backoffice/Sales/Invoices.
Select UploadProducts in the left part of the screen:

Modifying account information

To modify the account information in Domino:

When logged in, select Cash in the upper left corner and then select Customer:

Select Search in the lower left corner:

Enter the info to search for, select the result and Activate Customer:

With the account activated, select Edit:

Update the account information and confirm with OK.