Activate Dooer Billing

This is documentation about enabling Dooer Billing which you can reach by clicking Fakturering in the left sidebar. If you haven’t enabled Dooer Billing yet, you will be greeted by a big splash screen describing the functionality of Dooer Billing when clicking the link. If so, this guide is for you.

To get started, click the green Kom igång button.

Activate Dooer Billing

Clicking Kom igång takes you through a 5-step process to activate Dooer Billing:

Step 1: Generella inställningar (General settings)

Here, set up the most important settings that describe you as a seller. The information you enter here is printed on invoices and quotes.

To continue, click Spara och fortsätt.

Step 2: Betalningsinformation (Payment info)

Enter the payment methods you provide to your customers. The details you fill in will be printed on your invoices. You need to specify at least one payment method.

To enable Swish, enter a valid phone number to which you can receive Swish payments. Enabling Swish will show a QR code on invoices that your customers can scan to send payments.

To continue, click Spara och fortsätt.

Step 3: Faktureringsvillkor (Billing terms)

Here, you can set an initial invoice number to be used when issuing your first invoice in the app. You only need to fill in this information if you want an invoice number series that starts with something other than 1.

You can also specify if you want the invoice number to have an OCR reference number.

Please note that adding support for OCR will make invoice numbers not look sequential as they will be suffixed by a two additional digits, required for OCR. Also, in order for OCR numbers to have any meaningful effect, your bank must have enabled OCR for your bankgiro or Plusgiro accounts.

To continue, click Spara och fortsätt.

Step 4: Bank och betalkonton (Bank accounts)

Add bank accounts where payments from your customers are received and sync them with Dooer to have invoices automatically reconciled. You can always manually reconcile invoices even without adding bank accounts.

Any bank accounts you have previously added to Dooer will be listed here. If you haven’t already, make sure to add both your bank account(s) as well as your tax account at Skatteverket as this will drastically improve the way your invoicing and subsequent bookkeeping is handled.

To continue, click Fortsätt.

Step 5: Nästa steg (Next steps)

You are now ready to issue your first invoice or quote.

Click Fortsätt till Dooer Fakturering to start.