Schedule recurring documents
/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/schedule-recurring-documents
section
You use the Recurring transactions (AR203500) window to create a schedule and add a template document or documents to this schedule.
2026-02-19T17:09:06+01:00
# Schedule recurring documents
You use the Recurring transactions (AR203500) window to create a schedule and add a template document or documents to this schedule.
For more information: [Recurring transactions (AR203500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/recurring-transactions-ar203500/).
## Before you start
Create a document (or multiple documents if they should be generated according to the
same schedule) by using the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/)
window.
Save each document with the **Balanced** status. Do not
release it.
> [!NOTE]
> The documents of the following types **Invoice**, **Debit note**, and **Credit note**, and with the following statuses **Balanced**, **Pending print** or **Pending email** can be added as the template documents to a schedule.
If you want to use a document that is already closed, copy and paste it to a new document.
1. Go to the [Recurring transactions (AP203500)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/recurring-transactions-ap203500/) window.
1. In The top part, in the **Description** field, add a description of the schedule.
1. In the **Start date** field, select the start date for the schedule. By default, the current date is selected.
1. Place limitations on the schedule execution in one of the following ways:
+ In the **Expiration date** field, enter the date when the schedule expires, or select the **Never expires** check box.
+ In the **Execution limit (times)** field, enter the maximum number of times the schedule should be executed, or select the **No limit** check box.
1. Specify how often the document should be generated:
+ To generate the document daily or every **x** days, do the following:
1. In the **Schedule type** section, select **Daily**.
1. In the **Every day(s)** field of the **Daily** section, type an integer to specify the number of days between document generation. For example: To generate a document every day, enter 1, and to generate a document every other day, enter 2.
+ To generate the document weekly or every **x** weeks, do the following:
1. In the **Schedule type** section, select **Weekly**.
1. In the **Every week(s)** field of the **Weekly** section, type an integer to specify the number of weeks between document generation.
1. Select the appropriate check box or check boxes in the **Weekly** group of elements to specify the day or days of the week when the documents should be generated.
+ To generate the document monthly or every **x** months, do the following:
1. In the **Schedule type** section, select **Monthly**.
1. In the **Every month(s)** field of the **Monthly** section, enter an integer to specify the number of months between document generation.
1. Select when the document should be generated: either the day of the month or the week in the month and day of the week (such as the first Monday of the month).
+ To generate the document every **x** financial periods, do the following:
1. In the **Schedule type** section of the top part, select **By financial period**.
1. In the **Every period(s)** field, type an integer to specify the frequency of document generation by financial period.
1. Specify whether the document should be generated on the first day of the financial period, the last day of the financial period, or a specific day of the period.
1. Make sure the **Active** check box is selected for the schedule.
1. In the window toolbar, click .
1. Optional: For user reference, attach a scanned copy or electronic version of the document on which this schedule is based. To do this, drag the file from the folder on your computer and drop it in the top part.
1. On the **Document list** tab, repeat the following steps for each document you want to add:
1. Click **Add row** in the table toolbar.
1. In the **Type** column, select the type of a document to be added.
1. In the **Reference no** column, select the document by its reference number.
1. Optional: To attach an electronic version of the related document or a scanned image of it, click , and select and upload the document.
1. In the window toolbar, click .
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