---
title: "About processing documents in migration mode"
description: "Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents that you want to migrate to the system."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/migrate-documents-to-visma-net/about-processing-documents-in-migration-mode/index.md
lastmod: 2026-02-19
---

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


# About processing documents in migration mode

Last modified February 19, 2026

> Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents that you want to migrate to the system.


Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents
that you want to migrate to the system.
This list can contain all outstanding documents,
including the closed ones (if needed).
For each document, you need to specify its original
amount, document date, currency, exchange rate, and balance open on the migration date.

> [!NOTE]
> The documents added when migration mode is activated do not update the General ledger.

## Types of Customer ledger and Supplier ledger documents that can be migrated

The following types of Customer ledger documents can be entered in the migration mode:

Invoice
:   , **Debit note**, and **Credit note**: You add these documents by using the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) window.

Payment
:   , **Prepayment**, and **Customer refund**: You add these documents by using the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window.

Cash sale
:   and **Cash return**: You add these documents by using the [Cash sales (AR304000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/index.md) window.

The following types of Supplier ledger documents can be entered in the migration mode:

Invoice
:   , **Purchase credit note**, and **Credit adjustment**: You add these types of documents by using the [Purchase invoices (AP301000)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/index.md) window.

Check
:   , **Prepayment**, and **Supplier refund**: You add these types of documents by using the [Supplier payments (AP302000)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-payments-ap302000/index.md)

In migration mode, you add the needed documents with the **On hold** or **Balanced**
status.
These documents can be edited and released only when migration mode is
activated.

## Entry of a document's open balance

When you are adding an Customer ledger or Supplier ledger document, you specify the open balance of a migrated document on the document entry window as follows:

+ In the **Balance** field, which is available for editing in the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) and [Purchase invoices (AP301000)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/index.md) windows
+ In the **Available balance** field in the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window
+ In the **Unapplied balance** field in the [Purchase invoices (AP301000)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/index.md) window

When you save a document, the system validates that the open balance does not exceed the document's original amount; if it does, the system displays an error.

An open balance that you specify in a document in migration mode will be displayed in the
**Migrated balance** field on the **Financial details** tab on the document entry window once you save a document.
This field is
available for migrated documents only.

## Release of migrated documents

The release of migrated Customer ledger documents causes customer balances to be
updated; similarly, the Supplier ledger documents update supplier balances. These released
documents do not produce batches in the General ledger.
Thus, on the **Financial details** tab of the corresponding document entry windows, instead of the link to
the General ledger batch, the **Migrated** word will be displayed for a migrated document
in the **Batch no.** field (note that the name of the field varies depending
in the window).

> [!NOTE]
> Migrated documents cannot be edited and released when migration mode is deactivated, and regular documents cannot be edited and released when migration mode is activated.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/migrate-documents-to-visma-net/migrate-documents-to-visma-net/index.md">Migrate documents to Visma Net</a></li>
</ul>


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