Kivra–Briox Integration for Limited Liability Companies (Ab, Ltd)

Read More about Kivra for Business:  https://kivra.se/sv/foretag/
 

What the integration does:

With the Kivra–Briox integration your company can:

• Send customer invoices directly from Briox to recipients' Kivra accounts.
• Fetch supplier invoices from Kivra to Briox where they appear under Incoming Documents for processing and payment.

Activation Instructions:

Before activating the Kivra integration, ensure the following fields are completed in Settings - Company Settings - Company Information

• Company Name
• Company Number
• VAT No

To activate the integration:

1.  Go to Settings - Accounting / Invoicing  - Kivra. 
    
2. Your Company name and VAT number will be prefilled.
    
3. You have the option to update your sender name. This is how your name will appear to customers receiving invoices to Kivra.
    
4. Click Connect Kivra.
    
5. When connecting you automatically agree to Kivra’s terms of service
    
6. Briox checks for an existing Kivra account:
   1. If one exists, it connects.
   2. If not, a new account is created automatically.
       
7. You will receive a success notification once the connection is established.
    

Note: You must be a Systems Administrator to activate the integration. Read more about the Administrator roles in Briox.
 

After Activation

Once activated, the view changes and you instead get the possibility to turn off the integration under Settings - Accounting / Invoicing - Kivra.

You can now also activate the supplier invoice fetching from Kivra to Briox.

• Click Activate Fetching
• Insert your Company number
• Authenticate yourself with your Bank ID
• When the page has reloaded, you will see if supplier invoice fetching is active or not.
   

Workflow 

Fetching Supplier invoices 

• Briox gets notified as soon as new content is available in your Kivra inbox and automatically fetches all new supplier invoices.
   
• The new invoices are shown under Incoming Documents in Briox.
   
• A duplicate check is run using Kivra’s content key to avoid duplicates.
   
• Once a supplier invoice has been fetched, it is marked as Handled in Kivra. 

Please Note: When invoices are fetched from Kivra, the standard VAT rate of 25% is set on the invoice. Please control the VAT rate and change it if necessary. Click enter on the last row for the invoice to balance.
More complete coding information will be sent from Kivra to Briox in the autumn.

Sending Customer Invoices 

• To a company (B to B):
  Required: Company Number

• To a Private person (B to C): 
  Required: Personal Identity Number or Email Address

How to Send Customer Invoices via Kivra

• In the Customer Registry, customers with an active Kivra mailbox are marked with a ✅ green checkbox (enabled in the list settings).

• Set Kivra as the default delivery method for your customer in the Registry. 
   
• Kivra will then appear 
  • On the customer card in the Registry,
  • In the invoice view itself.
  • In the invoice list.

To send from the invoice list, from where you can mass manage invoices, you need to: 

1. Ensure Kivra is set as the delivery method on your customer
2. Choose Default as the Action in the invoice list to be able to send multiple invoices to Kivra simultaneously.
   Successful delivery of the invoices to your customers’ Kivra inbox is highlighted in the invoice list with a green K. See below.
    

Please note: You cannot send Credit invoices to Kivra, use e-mail for these instead.

Logging & Performance

• All Kivra events are logged in the Briox Activity Log
  
  
• When sending more than 10 invoices at once, they are queued for safe processing - See Queued jobs.