---
title: "Release a payment document"
description: "Follow the steps below to release a particular payment document in the Customer payments (AR302000) window."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/release-a-payment-document/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/llms.txt


# Release a payment document

Last modified February 19, 2026

> Follow the steps below to release a particular payment document in the Customer payments (AR302000) window.


For more information: [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md).

## Before you start

This topic describes how to release a particular document in the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window. For instructions on how to release multiple payment documents at a time, see: [Release customer documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/release-customer-documents/index.md).

The following document types can be released manually in the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window:

+ **Payment**,
+ **Credit note**,
+ **Prepayment**,
+ **Customer refund**,
+ **Balance write-off**

1. In the **Type** field of the top part, select one of the following options:

    + **Payment**,
    + **Credit note**,
    + **Prepayment**,
    + **Customer refund**,
    + **Balance write-off**
1. Bring up the particular payment document you want to release by taking one of the following actions:

    + To navigate among documents, click the appropriate navigation buttons until you see the document.
    + Click the selector button in the **Ref. no.** field, and do the following:

      1. If you see the needed document in the table, proceed to step 3.
      1. Select the column you want to search by clicking its header.
      1. Type the search string in the **Search** field in the lower-left corner, and press Enter. The system highlights items in the column that contain the text.
      1. Double-click the needed document to display its details on the window.
1. Check the status of the document, and do one of the following:

    + If the status is **On hold**, clear the **Hold** check box to change the status to **Balanced**.
    + If the status is **Balanced**, proceed to the next step.
1. Click **Release**. The released document is assigned the **Open** status.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/about-payment-processing-flow/index.md">About payment processing flow</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/about-manual-payment-application/index.md">About manual payment application</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/about-release-of-payments-and-prepayments/index.md">About release of payments and prepayments</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/processing-payments-and-applications-overview/index.md">Processing payments and applications - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/about-release-of-application-records/index.md">About release of application records</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-types-of-customer-ledger-documents/index.md">About types of customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/about-payment-recording/index.md">About payment recording</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/about-automatic-payment-application/index.md">About automatic payment application</a></li><li><a href="/visma-net-erp/help/cash-management/track-cash-payments/finance-charge-transactions/index.md">Finance charge transactions</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/about-refund-processing/index.md">About refund processing</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/process-invoices/apply-a-credit-note-to-open-documents/index.md">Apply a credit note to open documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/view-invoices-paid-with-a-specific-payment-document/index.md">View invoices paid with a specific payment document</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-payments/void-a-customer-refund/index.md">Void a customer refund</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md">Customer payments (AR302000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md">Sales invoices (AR301000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/release-customer-documents-ar501000/index.md">Release customer documents (AR501000)</a></li>
</ul>


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