Process invoices
Section Content
Process invoices - overview
In general, you use the Customer ledger workspace specifically for sales made on credit.
About Know your customer (KYC)
Know your customer, KYC, is a process for financial institutes to know their customers’ identity, financial operations and risk profile.
About invoice processing flow
In the Sales invoices (AR301000) window, customer ledger documents of the following types can be entered directly: Invoice, Credit note, and Debit note.
About invoice recording
An invoice is a request for payment for goods sold or services rendered.
About invoice releasing
In Visma Net, invoices that can be released manually have the following document types in the Sales invoices (AR301000) window: Invoice, Debit note, and Overdue charge.
About invoice response messages
Invoice response messages are messages sent from the ERP system of the receiver of a sales invoice (the customer) to the ERP system of the sender of the sales invoice (you).
About correction of a released invoice
You may need to decrease the outstanding amount of an invoice when the invoice overcharged the customer or the customer reported receiving damaged goods.
About rounding of document amounts
Your company policy or local regulations may require that you round the total amounts on invoices.
About sending direct debit invoices
Direct debit is a payment method in which a third party is granted permission to take payments from a bank account.
Create an invoice
You create a customer ledger invoice by using the Sales invoices (AR301000) window.
Change customer or customer location on sales invoice
In Visma Net, you can change the customer or customer location on a sales invoice, even when it already has lines.
Print invoice
You can print selected invoices and memos by using the Send invoices (AR508000) window.
Send invoice attachments through AutoInvoice
In Customer ledger you can add attachments on invoices.
Release an invoice
To release a particular invoice or note, use the Sales invoices (AR301000) window, as described below.
Reverse an invoice
Create a credit note
To credit a customer if, for example, the customer received damaged goods or the invoice mistakenly overcharged the customer, you create a credit note by using the Sales invoices (AR301000) window.
Apply a credit note to open documents
After you have created a credit note (as described in Create a credit note ), the note should be released; see Release an invoice for details.
Create and release an invoice
Set up document amount rounding
Your company policy or local regulations may require that you round the amounts on invoices.
Check sent email status for AutoInvoice
Check sent email status
Correct a sales invoice
You correct a customer ledger invoice differently depending on whether the invoice was released (and has the Open or Closed status) or was not released (and has the Balanced, On hold, or Scheduled status).
Correct a released sales invoice
You correct a customer ledger invoice differently depending on whether the invoice was released (and has the Open or Closed status) or was not released (and has the Balanced, On hold, or Scheduled status).
Send an invoice
Send one invoice to AutoInvoice
Email an invoice from preview in a report
If the Do not email check box is selected on the Invoice address tab and the invoice is released, you cannot send the invoice as an email from the Sales invoices window.
Email an invoice or a credit note
Override an email address
Email an invoice to an unregistered contact
You can email the invoice to another contact than the email address registered on the customer.
Poll the invoice status
Close customer invoices open due to rounding differences
If the customer has made a payment for an invoice with rounding differences, the customer’s balance will be open.
Preview an invoice
Print an invoice
Add text to invoices
In some situations, you might need to add additional text on invoices.