FAQ

INTEGRATIONS

• How do my clients collect API token from Visma?

​​Press this link:http://app.syncify.se/VismaEAccountingRefreshToken Then copy the API token and send it to Quiddly.

• Is it possible to turn off the function that invoices are being booked (bokförda) when importing them from an ERP? No, all invoices imported from an ERP are booked.

• How do i generate a client service token in CUI? It can be done from the client portal in configuration. Look here for more info: Generate a token for service

• Which information is reported back to the client through the Strawbay integration? The integration reports back all transactions on the settlement account.Basically all transactions happening on the client settlement account should be reported back as either a payment or a voucher in Fortnox.

  1. Financing invoices (will generate a payment on the invoice in Fortnox)
  2. Payment to service balance of invoices (will generate a payment on the invoice in Fortnox)
  3. Creditations (will generate a payment on the invoice / credit invoice in Fortnox)
  4. Charges, charged towards the client (will generate a voucher in Fortnox)
  5. Other transactions on the settlement account (will generate a voucher in Fortnox)

OPERATIONS PORTAL

INVOICE

• How do I download an invoice from the system?

Navigate to a invoice and click the three dots in the top right corner and choose to download.

• Why is my invoice stuck in PENDING?

Check if the invoice is balanced and if all your details are correct for the client.

• Can I choose if the invoices should automatically go as a service invoice or as a factoring invoice?

This is set on Client level. Navigate to a Client > Products and choose Set default.

• Why is the attachment not on the invoice?

A client uploads an “connected” file and not an invoice attachment. “Connected” files are not attached in distribution, however it can be downloaded in the Debtor Portal by the debtor.

• What does express delivery mean when activating an invoice?

When selected the invoice will be sent out by priority mail. The end customer will receive the letter the next day. Note that the cost of priority mail is higher than regular mail.

• What size should the picture be on the invoice marketing picture?

2000x719

• How do I change the return address on letters?

You change the address on the instance provider.

• Is it possible to adjust the late payments interest on a financed invoice?

The late payments interest is decided from the invoice profile. It can be adjusted on a specific invoice if it’s not activated.

• Is it possible to send a invoice copy from the operations portal? Yes. Open the invoice in the Invoice View and choose Send Copy from the actions menu. See Send an invoice copy.

• Is it possible to add multiple reminders on an invoice profile? Yes it is possible to add more levels on an invoice profile, please contact support for this.

• Is a service invoice bookeep when it is sent out from the system? No, it is bookkeeped when the debtor has paid the invoice.

• Can i make a express payment on a specific invoice? No, it is only possible to make an express payment on a client account.

• Is it possible to finance part of an invoice? Yes, this can be done on the invoice view

• Is it possible to finance a overdue invoice? No, it is not possible

• Can you see a template of the invoice reminder that is sent out from the system? You can download the invoice reminder under events in the invoice view.

• How do I test the reminder flow in a test environment? Fast Forward is only possible for an invoice that has passed its due date, so it is not offered for an invoice that is still at status INVOICE. Instead, create the test invoices with a due date in the past. They then start as expired, and the levels of the invoice profile are performed at the next Reminders run. See Setup Invoice Profiles.

• If I mark an invoice as a ‘direct payment’, but with the wrong amount listed, can this be reversed? As of the time being, no, there’s no function for the agent to reverse the action, however that’s currently in the works. For the time being, we kindly request you to create a ticket and we’ll help you further.

DAILY ROUTINE

For more information regarding daily routines look at DAILY ROUTINES

• How do I export a SIE file from the Operations portal?

After generating a bookkeeping file you can click the download button. How to generate the file and what it contains is described in Bookkeeping: vouchers, balance adjustments and SIE files.

• How do i connect a unplaced payment to a invoice? This is done by adding invoice ID on the payment. To see more in depth look at unplaced payments in DAILY ROUTINES

• Can we create an automatic outgoing payment file? This is not possible today.

• If a note is deleted from a client is that permanent or is it logged? The note is not logged when deleted.

• Can you fetch all settlement note from a client using the API? yes this is possible by API or Transaction-reports

• If we update part payment plans with new interest fees and admin fees will this effect all part payment plans or just the new ones? Only new ones will be effected.

• Where is the exchange rate in the system fetched from? It is fetched from Swedish central bank

• If the option to unlink a payment is not available and you want to remove the payment because it is incorrect, is there another way to do this? Unlink Payment is an action on the payment event under Events > Debtor Financial Events on the invoice, see Invoice Actions. It is not offered there for a payment that was booked through a collection case. Unlink those on the collection case instead. If neither route works, please submit a servicedesk ticket and we will assist you.

CLIENT

• Can I change the name of a client?

Yes in the Client view in the Operations Portal.

• How do I add clients in our test environment?

You can request a client onboarding link through our support. The next step is to open the link and add an org.number. Only specific org.numbers are possible to add. Ask Quiddly for these numbers. After the onboarding in the link is done, Quiddly can change the org.number and name in the database if you do not wish to keep the numbers and name provided in the list. After the change is made, the numbers can be reused for further onboardings.

• Why is my client stuck on Pending? Make sure you approve all items under Compliance that is marked Optional “No”.
• Is it possible to control if a client should be allowed to add notes on a invoice? This is possible by removing rights
• Is it possible to see debtor limit in the client portal No, this is not possible.
• Can i connect a user with the same email adress to multipel clients? Yes this is possible by using connect user on the client view. When a user is connected to different clients they can choose when logging in to the client portal which client log in to.

  

ERP

• How do I connect a new ERP to a client?

In the client view in the operations portal you can choose to add an ERP to the client by pressing the 3 dots in the upper right hand corner. Here you get the option to Connect to ERP and follow the instructions. Look at manual here: Connect a new ERP to a client

• Is it possible to use the fortnox integration for only fetching invoices and manually bookeep the invoices? Yes, that is possible

GENERAL

• Is it possible to delete a client from the system? No it is not possible to delete a client from the system. If a client is no longer a costumer it can be disabled in the client view.

  

• How do i access Quiddly´s API? Our API can be found here: ​​https://dev.quiddly.com/

• How do i add Client handlers? Contact support.

• Is it possible to delete attachements in notes without removing the entire note? No, this is not possible.

• How do i add new stop codes in the system? This can be added under reason codes under others in the sidebar.

• Is it possible create a client card with an already registered user? No, that’s not possible. All the client’s has to be created uniquely. What can be done however, is to use another make-shift email in that case ,and then connect the user to the new client. In the case this doesn’t work, we kindly request you to create a support ticket.

DISTRIBUTION

• What do the client need to add to be able to send out an E-invoice? You only need to add org.nr and in some cases you need GLN (example large construction companies or municipality) See How e-invoices are delivered.
• Can I add GLN number and send an invoice copy as e-faktura? You cannot edit the GLN number retroactively and thus this is not possible.
• Can i send an E-invoice to a B2C customer? Yes, to private persons through the consumer bank e-invoice network (Sweden, Finland and Norway), using the same E-invoice channel as for companies. It is set up per client, not through a separate connection: the client needs a B2C e-invoice issuer address, and the private person must have signed up for e-invoices from that sender in their internet bank. See How e-invoices are delivered.
• Can i send a invoice copy from the operations portal? Yes, from Send Copy in the Invoice View’s actions menu. See Send an invoice copy.
• Can we send attachements along distributions by email or letter? Yes this is possible.
• How do i stop all distribution on a client? Open the client, go to Distribution and untick Enable Invoice Distribution. That stops invoices, invoice copies and closed invoice notifications, but reminders and part payment notifications are still sent, and so are interest invoices. To stop interest invoices as well, untick Enable Interest Invoice Distribution on the same page. The interest invoice is then still created, but it is not sent on any channel. That setting is for the whole client: it is not possible to stop interest invoices for one debtor while still distributing the normal invoice. See Reports and files Quiddly sends.

  

• Is there a list of all emails sent out from the system? You see what is sent out from the system here: Quiddly standard distributed reports and files
• Why was no e-invoice distribution attempted for an invoice, although the debtor has a GLN? Check the invoice’s product. On the Reminder service product the client sends the original invoice itself and Quiddly only distributes the reminders, so there is no invoice distribution attempt, no error and no e-invoice, and the GLN is not used. E-invoice of the invoice needs a product where Quiddly distributes the invoice.

FEE & CHARGES

• How do I add a yearly or monthly fee? A yearly or monthly charge can be added to i client by adding the amount on subscription fee in billing on a client. The option to charge the subscription fee monthly or yearly is set up during the configuration of your environment. If this needs to be change contact support.

• Where do i add payment tolerance on a client? The payment tolerance is configured on the invoice profile. Here it is possible to specify on Capital, Fee & Reminder.

• Is it possible to adjust the late payment interest on a financing invoice? This is adjusted on the invoice profile before an invoice is financed.

• Why can i not finance a invoice even if i have limit left on the client? Check that you have limit left on the right product (With or Without recourse) and that the debtor limit also has limit left.

• Where to i change how the invoice is settled? This is adjusted in the invoice profile under settlement order.

• Where do i charge for marketing on the invoice in the price-list? The charges is set as Marketing template in the price-list under each client.

• How do i control that a charge has been charge on a invoice? You can find all charges to a client in the client view under charges.

• Can i set a a fee with decimals on administration fee under billing settings? Yes that is possible, just use point instead of comma.

• Can the customer themselves turn off the automatic message sent via GetAccept? Yes, they can do that by logging in to GetAccept and reviewing the rules they want to apply.

CLIENT PORTAL

• Can my clients change between bank accounts on their own in the client portal?

Your clients can change bank accounts by themselves, however for payments to go through you must approve the change in the operations portal under compliances.

ERROR CODES- AND RECOMMENDED ACTION

• ‘ERP sync status is not connected’ Please create a ticket in these instances.