With auto-invoicing, Admins can set automatic invoicing thresholds and amounts, either based on a minimum balance trigger or on a monthly top-up schedule. At the moment, the auto-invoicing is available only for Finnish organisations.
Please note that all automated invoices are pro forma invoices and are not legally binding, thus Zevoy will never enforce these.
How Auto-Invoicing works
Admins can configure Auto-Invoicing based on one of the two available methods:
1. Trigger-based Auto-Invoicing
The system will generate an invoice automatically when the account balance drops below a predefined threshold.
The invoice will be for a set amount, ensuring funds are replenished promptly.
Example:
A company spends 50 000 € per month on benefits.
The admin sets a trigger amount of 10 000 € and an invoicing amount of 40 000 €.
When the balance reaches 10 000 € or below, the system generates an invoice for 40 000 €.
2. Monthly Top-Up Auto-Invoicing
Instead of triggering based on a balance threshold, the system generates an invoice once per month.
The invoice amount is calculated based on the difference between the predefined total monthly fund and the spent amount.
Example:
A company wants to maintain 50 000 € in the account each month.
The company spends 22 000 € during the month.
At the end of the month, the system generates an invoice for 28 000 € to restore the balance to 50 000 €.
Setting up Auto-Invoicing
1. Access Auto-Invoicing settings
Log in to the Zevoy Hub.
Navigate to Settings > Account.
Locate the Zevoy Benefits Auto-Invoicing section.
Click Edit auto-invoicing settings. Please note that the Edit option is available only for Finnish organisations that have activated e-invoicing as their primary method.
2. Enable Auto-Invoicing
Toggle the auto-invoicing switch ON.
3. Choose an invoicing method
Trigger-Based Invoicing: Select "When a certain threshold is reached" and enter the Threshold Sum and Top-Up Sum.
Monthly Top-Up: Select "To retain a certain limit of funds" and enter the Total Limit Sum and Invoice Day*.
*We recommend selecting, for instance, the 1st day of the month. The system will only send an invoice if the selected day exists in that particular month. For instance, if you choose the 31st as the invoicing day, you will not receive an invoice during months that do not have 31 days (e.g., February). In such cases, auto-invoicing for that month will be skipped entirely.
4. Save changes
Click Save Changes to activate auto-invoicing.
Once activated, invoices will be generated as per the configured settings.
Disabling Auto-Invoicing
If auto-invoicing is turned OFF, the system will immediately stop generating invoices.
If an invoice is already in processing, it may still be sent, depending on the timing of deactivation. Note that invoices can always be removed from your accounts payable.