--- title: "Customer ledger windows" lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/llms.txt # Customer ledger windows Last modified February 19, 2026 --- [View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/) ## In this section - [Customer ledger windows - overview](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-windows-overview/index.md): On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. - [Apply payments automatically (AR506000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/apply-payments-automatically-ar506000/index.md): You use this window to initiate automatic payment application for the all open documents of the customers that belong to the statement cycle that you select in… - [Availability calculation rules (IN201500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/availability-calculation-rules-in201500/index.md): In this window, you can define the rules for calculating the availability of stock items that belong to a particular item class. - [Calculate commissions (AR505500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/calculate-commissions-ar505500/index.md): In this window, you can collect information about commissions payable to salespersons for the earliest open commission period. - [Calculate overdue charges (AR507000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/calculate-overdue-charges-ar507000/index.md): You can use this window to find documents that are subject to overdue charges, calculate the exact amounts of overdue charges, and create appropriate documents… - [Cash sales (AR304000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/index.md): You can use this window to record cash sales; those for which the services rendered are paid immediately. - [Change customer details (AR50107S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/change-customer-details-ar50107s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Close commission period (AR506500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/index.md): In this window, you can view information about commissions earned by salespersons during the selected commission period. - [Close financial periods (AR509000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-financial-periods-ar509000/index.md): You can use this window to close active financial periods in the Customer ledger workspace, which is a prerequisite to closing a period in the General ledger… - [Commission details (AR403000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/commission-details-ar403000/index.md): You can use this window for quick inquiries about commissions payable to salespersons on sales to specific customers. - [Contract items (CT201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-items-ct201000/index.md): You can use this window to create and maintain contract items. - [Contract templates (CT202000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-templates-ct202000/index.md): You can use this window to create and maintain contract templates. - [Contract usage (CT303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/index.md): By using this window, you can view invoiced and not yet invoiced usage of existing contracts. - [Payment terms (CS206500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/payment-terms-cs206500/index.md): You can use this window to define multiple types of payment terms that are commonly used by suppliers in their relations with your company and by your company… - [Customer classes (AR201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md): In this window, you can create customer classes, which are groups of customers with similar properties. - [Customer contracts (CT301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/index.md): By using this window, you can create and maintain contracts for customer service. - [Customer details (AR402000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-details-ar402000/index.md): You use this window to track outstanding balances for each customer. - [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md): You use this window to configure the Customer ledger workspace. - [Customer list (AR40101S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-list-ar40101s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Customer locations (CR303010)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/index.md): In this window, which is available only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window, you… - [Customer payment methods (AR303010)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payment-methods-ar303010/index.md): You can use this window to specify details for the payment methods used by particular customers. - [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md): You can use this window to enter incoming payments and apply them against the customer’s open items, as well as to create customer refunds. - [Customer price classes (AR208000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/index.md): In this window, you can add, edit, view, and delete customer price classes, which are classes that group customers by the price level offered to them. - [Customer statement history (AR404600)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-statement-history-ar404600/index.md): You can use this window to view the statement history for a particular customer and drill down to the details of each statement. - [Customer summary (AR401000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-summary-ar401000/index.md): You can use this window to view outstanding customer balances by the criteria you select, such as the customer class, the financial period, and the… - [Customer VAT zone deviation (AR40102S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-vat-zone-deviation-ar40102s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md): With this window, you can create customer accounts and view the details of existing accounts. - [Discount codes (AR209000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/index.md): You can use this window to add, edit, view, and delete the discount codes defined in your company. - [Discounts (AR209500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/index.md): You use this window to define the series for discount codes. - [Dunning letter history by customer (AR408000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/dunning-letter-history-by-customer-ar408000/index.md): By using this window, you can view the history of produced dunning letters for the selected customer account. - [Dunning letter history by document (AR408500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/dunning-letter-history-by-document-ar408500/index.md): By using this window, you can view the history of produced dunning letters for documents of the selected customer account. - [Dunning letters (AR306000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/dunning-letters-ar306000/index.md): If you have selected the dunning process by document, by using this window, you can adjust the list of documents included in a letter with the Draft status—that… - [Expiring customer contracts (CT401000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/expiring-customer-contracts-ct401000/index.md): In this window, you can view contracts that will expire soon, as well as auto-renewable contracts, which have the Renew automatically check box selected. - [GDPR - personal data (GA000081)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/gdpr-personal-data-ga000081/index.md): The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection and processing of personal information from… - [Generate recurring transactions (AR504000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/generate-recurring-transactions-ar504000/index.md): You use this window to run a schedule or multiple schedules that automatically generate the customer ledger documents based on the template document or… - [Generate VAT on cash discount (AR504500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/generate-vat-on-cash-discount-ar504500/index.md): In this window, you can view the list of documents that were paid in full within the cash discount period and to which a VAT calculated based on cash discounts… - [Import incoming payments (AR305500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/import-incoming-payments-ar305500/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Incoming payments history (AR407000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/incoming-payments-history-ar407000/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Invoice history by item (AR40105S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/invoice-history-by-item-ar40105s/index.md): You use this inquiry to list all invoices from the Customer ledger that are released. - [Manage credit holds (AR523000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/manage-credit-holds-ar523000/index.md): By using this window, you can place customers that have overdue invoices and have received the final dunning letters on credit hold; you can also release them… - [Manual payments (AR30200S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/manual-payments-ar30200s/index.md): In this window, you can create incoming payments for open documents in the customer ledger, for example, for invoices, debit notes, and overdue charges. - [Overdue charges (AR204500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/overdue-charges-ar204500/index.md): In this window, you can define overdue charges to be used for late payments in the collection process. - [Packaging types (CS207600)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/packaging-types-cs207600/index.md): You use this window to create and maintain the list of packages used by your company for shipping goods by using different carriers. - [Prepare dunning letters (AR521000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/prepare-dunning-letters-ar521000/index.md): In this window, you can generate dunning letters (letters of payment collection) for customers that have unpaid and overdue invoices. - [Prepare statements (AR503000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/prepare-statements-ar503000/index.md): In this window, you can prepare statements for selected statement cycles or for all cycles. - [Send invoices (AR508000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/send-invoices-ar508000/index.md): 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… - [Process customer refunds (AR50300S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/process-customer-refunds-ar50300s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Reprint invoices (AR50801S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/reprint-invoices-ar50801s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Print/release dunning letters (AR522000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/print-release-dunning-letters-ar522000/index.md): You can use this window to release, email and print the dunning letters that were created in the Prepare dunning letters (AR521000) window. - [Print statements (AR503500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/print-statements-ar503500/index.md): You use this window to print or email statements for the selected statement cycle in accordance with customer settings. - [Process incoming payments (AR305000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/process-incoming-payments-ar305000/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Recurring transactions (AR203500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/recurring-transactions-ar203500/index.md): You use this window to create and maintain schedules for the customer ledger documents that repeat regularly. - [Release customer documents (AR501000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/release-customer-documents-ar501000/index.md): This window can be used to release all ready-to-be-released ( Balanced ) documents or only selected ones. - [Renew contracts (CT502000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/renew-contracts-ct502000/index.md): You can use this window to view the automatically renewable contracts that will expire soon, as well as to renew contracts. - [Report texts (AR20200S)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/report-texts-ar20200s/index.md): You can use this window to write texts for dunning letters and reminders. - [Run contract invoicing (CT501000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/run-contract-invoicing-ct501000/index.md): You can use this window to perform invoicing for contracts. - [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md): You can use this window to create, view, and modify customer ledger invoices, notes, and other documents. - [Sales prices (AR202000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/index.md): You can use this window to review and edit all prices for items matching the selected criteria. - [Sales price worksheets (AR202010)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/index.md): You can use this window to create sales price worksheets. - [Salespersons (AR205000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/salespersons-ar205000/index.md): You can use this window to create new salesperson accounts and to modify existing accounts. - [Sales profitability analysis (AR409000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-profitability-analysis-ar409000/index.md): By using this window, you can view and export all the details you may need to analyse sales profitability. - [Statement cycles (AR202800)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/statement-cycles-ar202800/index.md): You can use this window to create statement cycles, which make it possible to track customers’ outstanding balances and send electronic or printed statements to… - [Statement history details (AR404300)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/statement-history-details-ar404300/index.md): You can use this window to view the statement history for each statement cycle. - [Statement history summary (AR404000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/statement-history-summary-ar404000/index.md): In this window, you can view the history of statements for each statement cycle during the specified period of time. - [Task (CR306020)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/task-cr306020/index.md): By using this window, you can create a new task or view the details of an existing task. - [Update contract prices (CT503000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/update-contract-prices-ct503000/index.md): You can use this window to update prices for contracts. - [Update discounts (AR502500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/update-discounts-ar502500/index.md): You use this window to make pending discount series effective ones. - [Validate customer balances (AR509900)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/validate-customer-balances-ar509900/index.md): In this window, you can validate customer balances, starting with the selected financial period. - [Write-off balances and credits (AR505000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md): You use this window to write off balances or credits.