You can use either API or user interface to open and manage a company account. However, the user interface requires manual work so if the integration will have multiple companies or a complex set-up, API is recommended.
To create a new company, register a company account using API method
Note! In situations where a new user is created, method returns unique company_uuid and user_api_key. If method is called with an existing user, only company_uuid is returned.
When company account has been created, it can be configured by updating company settings, adding new users and activating services. Some services for receiving can only be activated after the verification step.
You can update the receivig setting (enable/disable) also using company_invoice_receiving. Note,that invoice receiving needs to be enabled in order to register company account to Peppol network or to use additional services such as Scanning.
To prevent possible misuse of the service, company account needs to be verified before it can be used for sending and receiving. The requirements to use the account are that customer company has been strongly authenticated and has signed Terms of Service
The account verification takes place with Visma Sign electronic signature service. A person who has rights to represent company related to electronic invoicing authenticates strongly with bank credentials or mobileID and signs a document where they confirm that account can be taken into use for the company.
If the customer has already signed the Terms of Service and has been strongly authenticated on the integrator side, it is possible to agree with AutoInvoice about verification without the Visma Sign step.
You can complete Visma Sign authorization request with these test credentials:
For bankID you can use Nets test users from https://www.nets.eu/developer/e-ident/eids/Pages/testusers.aspx
Strong authentication includes an element that enables the service provider to verify the identity of the user with certainty. It can be implemented e.g. with login codes of online banks, mobile ID, bankID, an electronic identity card or passport.
If the same signee has rights to represent more than one company it is possible to use one signing for multiple companies. One API call can be used to authorize up to 50 companies in time. For example in case of a housing company or accounting office that has signing / representation rights for multiple customers. For the authorisation to work, the companies that are authorised need to be from the same country.
Process for company account activation over API
New companies with a new user can be created for:
If you need ro create a new company for an existing user, log-in to AutoInvoice UI first.
Before account can be used it needs to be verified using strong authentication and electronic signing. When the user logs in to the account for the first time, user needs to go through a set-up wizard where they add information of the company and configure some of the basic settings. The last step of the wizard is the company verification process with Visma Sign service.
Different settings can be configured further in the web UI after user has logged in. Dedicated sections help to find the wanted settings and tell more information what the settings are about.
In AutoInvoice there are two type of accounts; Company accounts and Partner accounts. Company account is the default account type. Partner accounts are used by the integrating partners (ERPs and such with multiple customers).
The key difference between a Partner and a regular Company account is that Partner accounts have an own identifier, vendor_api_key, that is used to link actions to the partner company. The vendor api key is used for billing and reporting purposes. One Partner company can own many vendor_api_keys, for example one for each country they have customers in.
Integrators don’t need to worry about controlling the account types, all accounts registered to AutoInvoice are first created as Company account and changed to account type Partner if and when needed by AutoInvoice.