Visma.net ERP
About invoice recording
An invoice is a request for payment for goods sold or services rendered. In Visma.net ERP, a customer ledger invoice holds the amount and cost of products or services that have been provided by your company, as well as the due date by which the customer should send payment for the goods or services that have been purchased.
In this topic, you will read about the sources of invoice creation, the groups of settings that make up a customer ledger invoice, and the way the system uses the settings of the related entities to automatically fill in settings for the invoice, thus saving you time.
Invoice creation sources
In Visma.net ERP, a user can manually enter a customer ledger invoice by using the Kundfakturor (AR301000) window.
An invoice can also be generated by the system (and is available for working with on the same window) as a result of the following processes:
- Invoicing of a contract, as described in About contract invoicing
- Invoicing of a project, as described in About project invoicing
- Processing of a sales order, as described in About sales order processing options
- Scheduling of a recurring invoice, as described in About schedules for recurring documents
If a user initiates the invoicing process from a workspace other than Kundreskontra, the system generates an invoice with the Balanced status and may release it automatically, depending on the settings of the particular invoicing process.
If a user runs a invoicing process from the Kundreskontra workspace, the system generates an invoice with the On hold or Balanced status, depending on whether the Hold documents on entry check box is selected or cleared in the Kundreskontra (AR101000) window. This setting also controls the initial status of an invoice a user enters manually.
For step-by-step instructions on recording an invoice manually, see: Create an invoice.
Related concepts
About correction of a released invoice
About rounding of document amounts
About schedules for recurring documents
About suggested sales accounts
About suggested VAT categories
Related tasks
Related windows