Send invoices (AR508000)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

From this window, you can print the customer ledger documents for those customers who prefer to receive printed copies of the documents (the Print invoices check box is selected for the customer account). You can also email selected documents for those customers who prefer to receive documents by email (that is, the Send invoices by email check box is selected for the customer accounts in the Customers (AR303000) window, the Invoicing settings tab) or mark them to indicate that they should not be emailed. For details, see: Send invoices by email.

Button Description
Process Initiates processing, based on the selected action, of the documents you have selected in the table.
Process all Initiates processing of all documents, with the specific type of processing dependent on the action selected, listed in the table.
View document Displays the selected document in the window in which it was originally created.

Here, you can select the type of processing to be done if you click Process or Process all.
Also, for invoices associated with contract servicing, you can select invoices by the user or work group that owns them.

Element Description
Action The processing action to be taken. The following options are available:
  • Mark as do not email:
    Marks the selected documents as ones that should not be emailed.
  • Email invoice/note:
    Generates emails for the selected documents (or all documents) in accordance with the INVOICE mailing settings.
  • Print invoice/note:
    Initiates the process of printing the selected documents (or all documents) for sending by mail.

  • Poll invoice status:
    Updates the status of the AutoInvoice column in the table.

    • Sent to AutoInvoice, awaiting processing
    • Pending, awaiting delivery
    • Sent, the invoice is sent
    • Error, to check why an error occurred, you have to go to Visma.net AutoInvoice

    If applicable, it also updates the Business level status found in the Sales invoices (AR301000) window.

  • Send to AutoInvoice:
    Select this action to send this invoice to AutoInvoice.
    As of 1 July 2022, new branches need to verify their company in the AutoInvoice settings (CS10250S) window to be able to use AutoInvoice. See also: About Know your customer (KYC).
  • Print overdue charge:
    Initiates the process of printing the selected documents (or all documents) for sending by mail.

Show all

A check box that indicates to the system (if selected) to display all the documents with a status other than Closed, regardless of specified selection criteria.

Show closed invoices/credit notes

(This check box appears when you select the Poll invoice status or the Send to AutoInvoice action.)

When this check box is selected, the system will display all documents with the Closed status.

Start date

The starting date of the date range within which documents were created.

End date

The ending date of the date range within which documents were created.

This table contains the list of documents that match the criteria specified in the to part and were not printed or emailed before (that is, the Printed or Emailed check box is cleared in the document settings).

Column Description
Type The type of the document: Invoice, Debit note, Credit note , Overdue charge, or Credit write-off .
Invoice no. The unique ID of the document. You can click the link to view the details of the selected document in the Sales invoices (AR301000) window.

Date

The date of the document.

Post period

The financial period of the document.

Customer

The customer associated with the document.

Customer name

The name of the customer as it appears on the documents.

Due date

The due date of the document in accordance with the payment terms assigned to the customer.

Amount

The amount of the document.

Cash discount

The cash discount amount available for the document.
Currency The currency of the document.

Customer order

The document reference number used by the customer.

Printed

A check box that indicates (if selected) that the document was printed.

Do not print

A check box that indicates (if selected) that printing of this document is not mandatory for further processing .

Emailed

A check box that indicates (if selected) that the document was emailed.

Do not email

A check box that indicates (if selected) that emailing of this document is not mandatory for further processing.

Send to AutoInvoice

A check box that indicates (if selected) that the document will be sent toAutoInvoice.

Sent to AutoInvoice

A check box that indicates (if selected) that the document was sent to AutoInvoice.

AutoInvoice status

The status of the invoice in AutoInvoice.

Sending method

Here you can select the sending method: Standard or Consumer.

AutoInvoice sent by

Here you can filter the invoices on the manner it was sent to AutoInvoice.
The options are: Home network, Email, Print, Print PRIORITY, e-invoice, Bank network, N/A.

AutoInvoice error message

If the invoice has an error in AutoInvoice, the error message from AutoInvoice is displayed here.

Related tasks

Email several invoices or credit notes

Print several invoices or credit notes

Send several invoices or credit notes to AutoInvoice

Send invoices by email

Print invoice

Print and send invoices or credit notes by regular mail

Related windows

Sales invoices (AR301000)