--- title: "Process invoices" lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/llms.txt # Process invoices Last modified February 19, 2026 --- [View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/) ## In this section - [Process invoices - overview](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/process-invoices-overview/index.md): In general, you use the Customer ledger workspace specifically for sales made on credit. - [About Know your customer (KYC)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-know-your-customer-kyc/index.md): Know your customer, KYC, is a process for financial institutes to know their customers’ identity, financial operations and risk profile. - [About invoice processing flow](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-invoice-processing-flow/index.md): 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](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-invoice-recording/index.md): An invoice is a request for payment for goods sold or services rendered. - [About invoice releasing](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-invoice-releasing/index.md): 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… - [About invoice response messages](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-invoice-response-messages/index.md): 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… - [About correction of a released invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-correction-of-a-released-invoice/index.md): 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](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-rounding-of-document-amounts/index.md): Your company policy or local regulations may require that you round the total amounts on invoices. - [About sending direct debit invoices](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/about-sending-direct-debit-invoices/index.md): Direct debit is a payment method in which a third party is granted permission to take payments from a bank account. - [Create an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/create-an-invoice/index.md): You create a customer ledger invoice by using the Sales invoices (AR301000) window. - [Change customer or customer location on sales invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/change-customer-or-customer-location-on-sales-invoice/index.md): In Visma Net, you can change the customer or customer location on a sales invoice, even when it already has lines. - [Print invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/print-invoice/index.md): You can print selected invoices and memos by using the Send invoices (AR508000) window. - [Send invoice attachments through AutoInvoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/send-invoice-attachments-through-autoinvoice/index.md): In Customer ledger you can add attachments on invoices. - [Release an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/release-an-invoice/index.md): To release a particular invoice or note, use the Sales invoices (AR301000) window, as described below. - [Reverse an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/reverse-an-invoice/index.md): Note You must release the invoice and its status has to be Open or Closed for you to proceed. - [Create a credit note](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/create-a-credit-note/index.md): 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… - [Apply a credit note to open documents](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/apply-a-credit-note-to-open-documents/index.md): 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](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/create-and-release-an-invoice/index.md): Note If you are using direct debit as payment, see Get started with direct debit. - [Set up document amount rounding](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/set-up-document-amount-rounding/index.md): Your company policy or local regulations may require that you round the amounts on invoices. - [Check sent email status for AutoInvoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/check-sent-email-status-for-autoinvoice/index.md): Note Awaiting processing. Note The invoice is pending and has not been sent yet from the Pending emails (SM507000) window. You can from this window send the… - [Check sent email status](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/check-sent-email-status/index.md): Before you start In the Pending emails (SM507000) window, you can send the invoice before the system’s scheduled dispatch of emails. Go to the Sales invoices… - [Correct a sales invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/correct-a-sales-invoice/index.md): 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… - [Correct a released sales invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/correct-a-released-sales-invoice/index.md): 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… - [Send an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/send-an-invoice/index.md): Create an invoice. Click Release. The status changes to Open and. Select the distribution type: Click Actions and select Email invoice/note., and the invoice is… - [Send one invoice to AutoInvoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/send-one-invoice-to-autoinvoice/index.md): Before you start As of 1 July 2022, new branches need to verify their company in the AutoInvoice settings (CS10250S) window to be able to use AutoInvoice. About… - [Email an invoice from preview in a report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/email-an-invoice-from-preview-in-a-report/index.md): 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… - [Email an invoice or a credit note](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/email-an-invoice-or-a-credit-note/index.md): Before you start There are several ways of emailing an invoice or a credit note from the Sales invoices (AR301000) window. You can either email an invoice with… - [Override an email address](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/override-an-email-address/index.md): Go to the Sales invoices (AR301000) window. On the Invoice address tab, under Contact information, select Override contact. Enter the new email address for this… - [Email an invoice to an unregistered contact](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/email-an-invoice-to-an-unregistered-contact/index.md): You can email the invoice to another contact than the email address registered on the customer. - [Poll the invoice status](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/poll-the-invoice-status/index.md): You are here: In the Sales invoices (AR301000) window, with your invoice released and sent to AutoInvoice. Click Actions and select Poll invoice status. The… - [Close customer invoices open due to rounding differences](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/close-customer-invoices-open-due-to-rounding-differences/index.md): If the customer has made a payment for an invoice with rounding differences, the customer’s balance will be open. - [Preview an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/preview-an-invoice/index.md): Go to the Sales invoices (AR301000) window. In the Reference no. field, click to select the invoice. The invoice must have the status Balanced. Click Reports.… - [Print an invoice](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/print-an-invoice/index.md): Go to the Sales invoices (AR301000) window. In the Reference no. field, click to select the invoice. Click the Reports button and select Print invoice/note. The… - [Add text to invoices](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-invoices/add-text-to-invoices/index.md): In some situations, you might need to add additional text on invoices.