Visma Net
Create a schedule for recurring invoices
- Go to the Recurring transactions (AP203500) window.
- Click
to add a new record. A schedule ID will be generated automatically upon saving. Use the Active check box to activate or deactivate the schedule.
- Select a start date for the schedule.
- Complete the optional fields:
Expiration date: Available when Never expires is unchecked.
Execution limit (times): Set the maximum number of times the schedule can be executed. Available when No limit is unchecked.
Description: Provide a description for the schedule.
The Next execution field displays the next execution date for the schedule and is read-only. - In the Schedule type section, choose the frequency for generating invoices. Pick a schedule type and enter the required parameters in the related section on the right side.
- In the Document list tab, click
to assign one or more invoices to the schedule.
- In the Reference no. column, click to activate the field and click
to select an invoice by its reference number.
- Click
.
In the Generated documents tab you can see a list of the documents generated as a result of running this schedule.
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To run recurring transactions, go to Generate recurring supplier transactions
Related concepts
Recurring invoices and schedules
Related tasks
Related windows