---
title: "Process customer ledger documents - overview"
description: "In general, you use the Customer ledger workspace specifically for sales made on credit."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/process-customer-ledger-documents-overview/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 - overview

Last modified February 19, 2026

> In general, you use the Customer ledger workspace specifically for sales made on credit.


In general, you use the Customer ledger workspace specifically for sales made on credit.
During
the implementation of this workspace in your system, the following customer ledger
settings and entities were defined, making it easy for you to process customer ledger documents:

+ Number series for customer ledger documents and the related general ledger batches in the [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md) window.
+ Customer accounts to uniquely identify each of your clients and hold their information and settings.
+ Credit and collection policies, which include terms of sales, customer credit verification rules, overdue charges, statements, and dunning letters.
+ The goods and services (defined as stock items in the system) that your company sells to your customers.
+ Sales prices and discount policies.

With these entities defined, users in your company can record and process documents in Visma Net quickly and accurately, with minimal manual actions.
The system fills in the most
of the needed information automatically.

## Topics

+ [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)
+ [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)
+ [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)
+ [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)
+ [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)
+ [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)
+ [Enter a cash sale](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/enter-a-cash-sale/index.md)
+ [Release customer documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/release-customer-documents/index.md)
+ [Track customer prepayments](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-payments-and-applications/track-customer-prepayments/index.md)
+ [View invoices paid with a specific payment document](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/view-invoices-paid-with-a-specific-payment-document/index.md)
+ [Schedule recurring documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/schedule-recurring-documents/index.md)
+ [Generate recurring documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/generate-recurring-documents/index.md)

<h2>Related pages</h2><h3>Concepts</h3>
<ul><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-customer-ledger-documents/about-the-customer-ledger-document-processing-flow/index.md">About the customer ledger document processing flow</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-changing-the-processing-of-customer-ledger-documents/index.md">About changing the processing of customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-tracking-customer-ledger-documents/index.md">About tracking customer ledger documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-customer-ledger-ageing-reports/index.md">About customer ledger ageing reports</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/about-schedules-for-recurring-documents/index.md">About schedules for recurring documents</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/enter-a-cash-sale/index.md">Enter a cash sale</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/track-customer-prepayments/index.md">Track customer prepayments</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/process-customer-ledger-documents/schedule-recurring-documents/index.md">Schedule recurring documents</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/generate-recurring-documents/index.md">Generate recurring documents</a></li>
</ul>


---

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