Invoices made from your own data. Reminders follow.

Customers, orders and time reports from Fortnox or Visma become invoices: number, OCR, VAT, rotavdrag, due date. Then the bank file is matched, and every overdue invoice gets a reminder draft in Swedish or English. A person approves each draft. Nothing is sent by the machine.

–invoices made from orders

–payments placed right

–reminders drafted

–wrong amounts

1 · Readorders, time

2 · Makeinvoices

3 · Matchbank file

4 · Findwho is late

5 · Draftand check

How it works

1 · Make invoices

Every finished order: rows and reported hours, discount, VAT on the sum, rotavdrag or reverse charge, number, OCR, due date. Anything unsure goes to a person.

2 · Match

The bank file: OCR first, then invoice numbers in the message. Anything unclear goes to a person.

3 · Find late

What is left on each invoice, how many days late, which tone: friendly, firmer or last notice.

4 · Draft

One reminder per invoice. A check proves every number in it equals the books.

Swedish rules it follows

What an invoice must show

Date, a unique number in one series, both parties' names and addresses, our VAT number, what was done, net per rate, VAT rate and amount. No gaps: an order a person must check gets no number.

Mervärdesskattelag (2023:200) 17 kap. 24–25 §§

VAT 25 %, on the sum

Moms is worked out once on the net sum, not per row, so the öre add up. Normal rate 25 %.

Mervärdesskattelag (2023:200) 9 kap. 2 §

Rotavdrag: 30 % of the work

Only work, with moms; not material or travel. At most 50 000 kr per person and year. Needs personnummer and fastighetsbeteckning. Rounded down to whole kronor.

skatteverket.se: så fungerar rotavdraget

Reverse charge for builders

Building work sold to a builder: no VAT, the words "Omvänd betalningsskyldighet" and the buyer's VAT number. Goods only: normal VAT.

skatteverket.se: omvänd betalningsskyldighet inom byggsektorn

Reminder fee: 60 kr, only if agreed

Only when the customer agreed to it, at the latest when the debt arose. Otherwise no fee.

Lag (1981:739) 2 § and 4 §

Interest: referensränta + 8

Dröjsmålsränta runs from the due date, on what is left each day. Referensränta 2,00 % from 1 July 2026, so 10 % per year.

Räntelagen (1975:635) 3 §, 6 §, 9 § · riksbank.se

What it does not do

It does not decide if a job is building work or rot work. The order says so; the code checks the facts that order needs and stops if one is missing.
The 50 000 kr rot limit is counted on our own invoices only. The customer may have used rot with another firm this year.
If Skatteverket refuses the rotavdrag, the customer owes that part. A person sends that invoice; the demo does not.
Credit invoices, sales of goods to other countries and VAT rates other than 25 % go to a person.
The number check guards numbers, not grammar. A person reads every reminder before it goes out.
It sends nothing. Invoices and reminders wait as drafts for a person.

Run it yourself

python3 -m unittest            # 29 checks, no model needed
python3 make_data.py           # the sample export: customers, articles, orders, time reports, bank file
python3 run.py                 # 77 orders -> invoices -> bank file -> reminders; score card, updates this page

The firm, customers, orders and payments are made up. Personnummer are Skatteverket's published test numbers; org and VAT numbers have a wrong check digit on purpose, so none is a real firm's. Results on this page come from one real run on a laptop. This is not legal or tax advice.