Create and release an invoice
/visma-net-erp/help/customer-ledger/process-invoices/create-and-release-an-invoice
section
2026-02-19T17:09:06+01:00
# Create and release an invoice
> [!NOTE]
> If you are using direct debit as payment, see [Get started with direct debit](/visma-net-erp/help/work-processes/direct-debit/get-started-with-direct-debit/).
1. Go to the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window.
1. If necessary, click  to add a new document. In the **Type** field, **Invoice** is always the default choice.
1. In the **Customer** field, select the customer. Most fields are filled in with the information on the specific customer.
1. Enter the general invoice information in the upper part of the window.
The fields marked with \* are mandatory.
1. On the **Document details** tab, add the invoice lines.
1. Click  to add a new invoice line.
1. Optional: Enter the **Item ID**.
1. Enter any relevant information for each line. For example: Quantity, amount, discount, account and sub-account. Some fields are filled in automatically.
> If you are using AutoInvoice to send invoices, the **Transactions description** is mandatory.
1. Continue with the other tabs and enter the relevant information. If you use direct debit as payment follow the steps below:
1. Go to the **Financial details** tab.
1. In the **Payment method** field, check that you have the correct direct debit **Core** or **B2B**.
1. In the **Cash account** field, select the cash account where the direct debit will be collected.
1. Go to the **Invoice address** tab.
1. Under the **Direct debit information** area, check if the **Mandate ID** is correct.
1. Click .
1. Optional: Select **Reports** - **Preview invoice/note** to preview the invoice.
1. Click **Release**. Once the invoice is released, the status changes to **Open** and.
 is displayed
1. Optional: If the **Print invoices** check box is selected in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, click **Reports** - **Print invoice/note** to print the invoice. See: [Print an invoice.](/visma-net-erp/help/customer-ledger/process-invoices/print-an-invoice/)
When you use direct debit as a payment method, the generated invoice will show information about the mandate, and that the invoice amount will automatically be deducted from the customer's bank account.
## What is next?
Once the invoice is released, you send it to the customer.
How the invoice is sent depends on the customer's **Print and e-mail settings**, if the options **Send invoices by email** or **Send invoices to AutoInvoice** are selected.
See: [Set up e-mail invoices for one customer](/visma-net-erp/help/customer-ledger/manage-customers/set-up-e-mail-invoices-for-one-customer/) and [Send one invoice to AutoInvoice](/visma-net-erp/help/customer-ledger/process-invoices/send-one-invoice-to-autoinvoice/).
You can release and post a batch of invoices / credit notes from the [Release customer documents (AR501000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/release-customer-documents-ar501000/) window, and you can also send a batch from the **Print invoice** window.
See: [Release customer documents](/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/release-customer-documents/) and [Send several invoices or credit notes to AutoInvoice](/visma-net-erp/help/customer-ledger/manage-mailings/send-several-invoices-or-credit-notes-to-autoinvoice/).
Related pages
Concepts
Tasks
Windows