Invoices created in Linear can be transferred directly to Netvisor’s financial management system via the billing integration. This simplifies, for example, bookkeeping and accounts receivable management, as invoice details are automatically available in Netvisor.
The data flow between Linear and Netvisor is one-way: invoice information is transferred from Linear to Netvisor, but payment information recorded for the invoice does not automatically flow back to Linear. If payment information should also appear in Linear, the invoice must be marked as paid manually on the Linear invoice.
If an estate agency creates invoices both in Linear and in Netvisor, each system must have its own invoice numbering range. These ranges should differ significantly so that invoices are easy to distinguish in Netvisor and numbering conflicts do not occur. In Linear, the invoice number range can be configured in the Company Settings under the 'Billing' tab.
It is also important that corrections or credit invoices for invoices created in Linear are done in Linear, not in Netvisor. This ensures, for example, that the invoicing table in the Reporting view stays aligned with the data in Netvisor and that any commissions based on this table are calculated correctly.
The invoice number and invoice lines are transferred from Linear to Netvisor, where Netvisor generates the invoice layout. It is also possible to include additional data in the transfer, such as:
- Customer contact details
allowing the invoice to be forwarded as an e-invoice to corporate customers via Netvisor. In addition, invoices sent from Linear accumulate under the customer in Netvisor. - Product categories
allowing products billed in Linear to be grouped under specific product categories in Netvisor - Cost centres
allowing invoice lines from estate agencies operating under the same Business ID to be assigned to the correct branch in Netvisor
Product categories and cost centres defined in Netvisor are also available in Linear and can be linked to Linear products in the invoicing settings.
When creating an invoice in Linear, keep the following in mind:
-
Under review status:
When an invoice is created and its status is Under review, it has not yet been transferred to Netvisor. At this stage, the invoice can still be edited freely in Linear. - Approval and transfer:
When the invoice is approved in Linear, a reference number and invoice number are generated. At the same time, the invoice is transferred to Netvisor. - Invoice status in Netvisor:
After approval, the invoice appears in Netvisor either in Open or Unsent status.
The status can be configured in Linear's Company Settings → Integrations tab. - Printing and sending the invoice:
The invoice can be printed, for example for a transaction, either from Linear or from Netvisor.
E-invoices can only be sent from Netvisor. - Recording payments:
In Netvisor, the invoice status automatically updates to Paid when a reference payment is received from the bank.
In Linear, the invoice must be marked as paid manually by selecting Mark as Paid on the invoice. - Correcting an invoice:
If invoice details (e.g. commission amount) need to be changed after the invoice has been transferred to Netvisor, a credit invoice must be created in Linear for the original invoice, and a new invoice with correct details must be created.
Commission splits recorded on the invoice (e.g. for brokerage commission) can, however, be edited in Linear even after the invoice has been transferred to Netvisor.
Activating the Netvisor Billing Integration
(If needed, please request assistance from your accounting firm or accountant for enabling the API connection)
1. Navigate to your Netvisor environment settings: “API resource access rights”
2. Locate the following items and set them to Allowed:
– Retrieve customer list from Netvisor
– Retrieve customer details from Netvisor
– Import customer details to Netvisor
– Retrieve sales invoices and credit invoices from Netvisor
– Import sales invoices, credit invoices or orders to Netvisor
– Retrieve product list from Netvisor
– Retrieve cost centre list from Netvisor
3. Go to your Netvisor environment settings: “Software interface identifiers”
4. Make sure that the API service billing is marked as “Enabled”, then select “Create new API identifier”.
Copy or make note of the “User Identifier” and “Key” generated by Netvisor for the interface.
Send the “User Identifier” and “Key” to Linear’s customer support, where they will be linked to your company’s information in Linear. If you did not previously record the User Identifier and Key, you can find them again by returning to the “API identifiers” page.
Cost Centers / Accounting Listings
Costs can be tracked per office and/or per product by configuring accounting listings in Netvisor and linking them in Linear’s company settings to a specific office and product.
NOTE! The integration is business ID–specific.
Defining Cost Centers in Netvisor
1. Navigate to your Netvisor environment settings: “API Resource Access Rights”
2. Find the section “Accounting Listings” and set “Fetching the Accounting Listing List from Netvisor” to Allowed
3. Go to “Financial Management – Accounting Listing Management”
4. Define the accounting listings at either 1 or 2 levels
1-level: e.g. the total sum of an invoice created in Linear / office (note: default listing not in use):
2-level: e.g. product / office for an invoice created in Linear (note: default listing: product details):
Can be mapped in Linear for example as follows:
5. Go to the “Product Listing” page and create a new product with the “Product Code” TEMP