Create an invoice
/visma-net-erp/help/customer-ledger/process-invoices/create-an-invoice
section
You create a customer ledger invoice by using the Sales invoices (AR301000) window.
2026-02-19T17:09:06+01:00
# Create an invoice
You create a customer ledger invoice by using the Sales invoices (AR301000) window.
For more information: [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/).
1. Go to the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window.
1. In the window toolbar, click **** to initiate a database entry for a new document.
1. In the **Type** field in the top part, select **Invoice**.
1. In the **Date** field, change the current business date if needed.
The **Post period** field is filled in automatically based on the selected document date.
1. In the **Customer** field, select the customer associated with the document.
1. In the **Location** field, check the customer location, and change it if necessary.
1. Make sure the document currency is the one you need, and select another if necessary.
This currency may be overridden only if the **Allow currency override** check box is selected for the customer in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window.
1. In the **Terms** field, check the payment terms associated with the customer.
The due date of the invoice is calculated based on the payment terms. The payment terms may allow a cash discount to be taken and specify its terms.
1. Optional: In the **Customer order** field, enter the reference number from the original customer document.
1. Optional: In the **Description** field, add a brief description of the invoice.
1. On the **Document details** tab, enter the details of the invoice, doing the following for each line (transaction):
1. In the table toolbar, click  to append a row to the table.
1. Optional: In the **Item ID** column, enter the ID of the particular item sold or service provided to the customer.
1. Optional: In the **Transaction descr.** column, enter a description of the transaction if it has not been filled in automatically.
1. Optional: Enter the quantity of the item sold.
1. Optional: In the **UoM** column, enter the unit of measure for the item if it has not been filled in automatically.
1. Optional: In the **Unit price** column, enter the price per unit if it has not been filled in automatically.
1. In the **Ext. price** column, enter the extended price of the specified stock item or service if it has not been calculated automatically.
1. Optional: To offer the customer a discount on this item or service, enter the discount percentage in the **Discount** column or the discount amount in the **Discount amount** column.
If you enter a percentage, the system will calculate the discount amount automatically by multiplying the extended price of the item by the discount percentage.
1. Check the **Amount** column, which displays the total for the line item. The system calculates this total by deducting the discount amount (if any) from the extended price.
1. Check the **Account** column and change it if needed.
1. Check the **Subaccount** column if applicable, which by default is filled in by the system in accordance with the rule in the **Combine sales sub. from** field of the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window; you can change the default subaccount if necessary.
1. Check the salesperson associated with the customer. You can change the salesperson if needed.
1. Optional: In the **Deferral code** column, select a deferral code if the expenses related to the item or service must be recognised in future periods.
1. Optional: Select the **Commission** check box if a commission is paid on the line item amount.
1. If you want to save the document with the **On hold** status, make sure the **Hold** check box is selected.
1. If you want to save the document with the **Balanced** status, do one of the steps below, and make sure the **Hold** check box is cleared:
+ If the **Amount** field is available in the top part of the window, enter the total amount of the invoice in this field.
+ If the **Amount** field is not available in the window, make sure the total amount of the document is displayed correctly in the **Balance** field.
1. In the **Cash discount** field in the top part, check the cash discount amount of the document. This field may be filled in automatically, based on the payment terms of the customer.
1. In the window toolbar, click .
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