---
title: "Work with recurring transactions"
description: "Here you create and maintain schedules for recurring invoices."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/work-with-recurring-transactions/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/llms.txt


# Work with recurring transactions

Last modified February 23, 2026

> Here you create and maintain schedules for recurring invoices.


You can also view the details of active and completed schedules.

## How to create a schedule for recurring invoices

1. Go to the [Recurring transactions (GL203500)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/recurring-transactions-gl203500/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) to add a new record. The **Schedule ID** will be generated automatically upon saving. Use the **Active** check box to activate or deactivate the schedule.
1. Select a **Start date** for the schedule.
1. Continue to fill in the other fields (optional): **Expiration date**: Only active if the **Never expires** check box is deselected. **Execution limit (times)**: The maximum number of times the schedule can be executed. Only active if the **No limit** check box is deselected. **Description**: Enter a description for the schedule. The **Next execution** field is a read-only field that will display the next execution date for the schedule.
1. In the **Schedule type** section you decide how often you want to generate invoices. Select the schedule type and enter the parameters in the corresponding section on the right hand side.
1. In the **Document list** tab click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) to assign one or more invoices to the schedule.
1. In the **Reference no.** column, click to activate the field and click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select an invoice by its reference number.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

In the **Generated documents** tab you can see a list of the documents generated as a result of running this schedule.

## How to delete or edit a schedule

1. Click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select a **Schedule ID** to edit or delete.
1. If you want to edit the schedule, make your changes in the fields and check boxes.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png) to save your changes.
1. Click ![icon-delete](https://docs.vismasoftware.no/media/visma-net-erp/icon-delete.png) if you want to delete the selected schedule and click **OK** to confirm.

**Tip!** If you want to run your schedule manually, click **Run now** and the schedule will run immediately.


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/work-with-recurring-transactions/)