Process customer ledger documents
Section Content
Process customer ledger documents - overview
In general, you use the Customer ledger workspace specifically for sales made on credit.
About types of customer ledger documents
In Visma Net, customer ledger documents are differentiated by document types.
About the customer ledger document processing flow
Typically, a customer ledger document goes through the following states during its life cycle:
About changing the processing of customer ledger documents
In Visma Net, you can require that a user performs additional steps during the processing of customer ledger documents, by using settings located under the Data entry settings section on the General settings tab of the Customer ledger preferences (AR101000) window.
About tracking customer ledger documents
A customer ledger document goes through the following states during its life cycle:
About customer ledger ageing reports
In Visma Net there are reports, described in the following sections, that can be used by your collection personnel to determine which invoices are overdue for payment.
Enter a cash sale
You can use a cash sale document to record an invoice that is fully paid at the time of its creation.
Release customer documents
About schedules for recurring documents
Certain documents in the Customer ledger workspace repeat regularly, such as lease and rental invoices.
Schedule recurring documents
You use the Recurring transactions (AR203500) window to create a schedule and add a template document or documents to this schedule.
Generate recurring documents
You generate a document in accordance with the schedule by using the Generate recurring transactions (AR504000) window.
Generate recurring transactions
You can use this window to view all active schedules, and run all the listed schedules or just the ones you select.