Visma Net
About types of customer ledger documents
In Visma Net,
customer ledger documents are differentiated by document types.
Multiple
document types help you track documents more easily and make your sales history with a customer
clearer.
Customer ledger document types can be divided in two groups based on their method of creation:
- Manual: Users create customer ledger documents to record their financial relationship with customers.
The following documents can be created by a user: Invoice, Debit note, Credit note, Payment, Prepayment, Customer refund, Cash sale, and Cash return. - Automatic: The system creates customer ledger documents when a user have run the appropriate processes.
The following documents are created by the system: Overdue charge, Void payment, Credit write-off, and Balance write-off.A user cannot create customer ledger documents of these types manually.
In this topic, you will read about when and why each type of an customer ledger document is used in Visma Net.
Related concepts
Process customer ledger documents - overview
Processing payments and applications - overview
About release of payments and prepayments
About release of application records
About manual payment application
About automatic payment application
About the customer ledger document processing flow
About changing the processing of customer ledger documents
About tracking customer ledger documents
About customer ledger ageing reports
About schedules for recurring documents
Related tasks
View invoices paid with a specific payment document
Related windows