Process several payments at once

Innan du sätter igång

In Visma.net ERP, you can create several incoming payments at once. This is an advantage when you have transactions that are outside Visma.net AutoPay.

In the Manuella betalningar (AR30200S) window, you can create incoming payments for open documents in the customer ledger, for example, for invoices, debit notes, and overdue charges.

1. Go to the Manuella betalningar (AR30200S) window.
2. In the table area, you see all the unpaid invoices that have a due date before or on today’s date.
   
3. Valfritt: Filter on Payment method to make it easier to distinguish the documents that you want to work with.
4. Valfritt: Use the filter function in any field to tailor your view to your needs.
5. Click the check boxes to select the documents for which you want to create payments.
   
6. Click Process. The selected documents are processed and the system creates a Reference number from Payments for each one.
   visas to the left of each document that has been processed successfully.