1. Automated Invoice Creation
When a deal is marked as "Closed Won" in monday.com, the integration instantly generates an invoice in Visma, whether it's a one-time charge or a recurring payment.

2. Recurring Invoices & Subscription Management
For businesses offering subscription-based services, invoices can be automatically created on a recurring basis, ensuring timely billing without manual intervention.

3. Automatic Client Creation & Management
If a new invoice is generated for a client not yet in Visma, the integration automatically creates a new client profile, ensuring all customer records stay up to date.

4. Invoice Drafting & Sending from monday.com
Invoices can be created, reviewed, and sent directly from monday.com, keeping financial processes centralized and transparent.

5. Payment Status Sync & Automated Reminders

• Payments made in Visma sync back to monday.com, updating invoice statuses in real time.

• If an invoice remains unpaid past its due date, automatic reminders can be triggered to ensure timely follow-ups.

6. Enhanced Financial Tracking & Reporting
With Visma and monday.com working together, businesses can monitor outstanding invoices, track revenue, and maintain accurate financial data in one integrated system.