---
title: "Process customer ledger documents"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/index.md
lastmod: 2026-02-19
---

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


# Process customer ledger documents

Last modified February 19, 2026



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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/)


## In this section


- [Process customer ledger documents - overview](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/process-customer-ledger-documents-overview/index.md): In general, you use the Customer ledger workspace specifically for sales made on credit.

- [About types of customer ledger documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-types-of-customer-ledger-documents/index.md): In Visma Net, customer ledger documents are differentiated by document types.

- [About the customer ledger document processing flow](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-the-customer-ledger-document-processing-flow/index.md): Typically, a customer ledger document goes through the following states during its life cycle:

- [About changing the processing of customer ledger documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-changing-the-processing-of-customer-ledger-documents/index.md): 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…

- [About tracking customer ledger documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-tracking-customer-ledger-documents/index.md): A customer ledger document goes through the following states during its life cycle:

- [About customer ledger ageing reports](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-customer-ledger-ageing-reports/index.md): 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…

- [Enter a cash sale](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/enter-a-cash-sale/index.md): You can use a cash sale document to record an invoice that is fully paid at the time of its creation.

- [Release customer documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/release-customer-documents/index.md): Go to the Release customer documents (AR501000) window. If you want to release specific documents, select the check box next to the documents you want to…

- [About schedules for recurring documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-schedules-for-recurring-documents/index.md): Certain documents in the Customer ledger workspace repeat regularly, such as lease and rental invoices.

- [Schedule recurring documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/schedule-recurring-documents/index.md): You use the Recurring transactions (AR203500) window to create a schedule and add a template document or documents to this schedule.

- [Generate recurring documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/generate-recurring-documents/index.md): You generate a document in accordance with the schedule by using the Generate recurring transactions (AR504000) window.

- [Generate recurring transactions](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/generate-recurring-transactions/index.md): You can use this window to view all active schedules, and run all the listed schedules or just the ones you select.