Visma
Rieck pulls customers and invoices directly from Visma.net ERP, sends the invoice with payment built in and follows up until it is paid. The payment is booked back into Visma — with no retyping in between.
At a glance
- Connection
- Direct integration
- Login
- Visma Connect — you pick the company
- Direction
- Both ways
- Plan
- All plans
- Pulled in
- Customers, items, invoices
- Balance
- Read on each invoice
- Your exclusions
- Respected
- Several companies
- One set-up from Advanced
How it works
How the connection runs
Collection is only as good as its master data. Rieck reads the remaining balance on each invoice directly in Visma, so the statement matches the accounts. If you have marked an invoice as excluded from debt collection in Visma, Rieck respects the mark and leaves it out. If you run several companies, the set-up is shared across CVR numbers on Advanced.
- You sign in with Visma Connect and pick the companyOnce
- Customers, items and invoices are pulled inImmediately
- Overdue invoices are pulled in — excluded ones are skippedEvery hour
- The payment is booked back into VismaWhen the customer pays
- The settlement is entered as a postingSame flow
Into Rieck
- Customers
- Items and prices
- Invoices with balances
Back to Visma
- The payment
- The settlement
- Invoices issued in Rieck