Work with recurring transactions
/visma-net-erp/help/general-ledger/manage-transactions/recurring-journal-transactions/work-with-recurring-transactions
section
Here you create and maintain schedules for recurring invoices.
2026-02-19T17:09:06+01:00
# Work with recurring transactions
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)](/visma-net-erp/help/general-ledger/general-ledger-windows/recurring-transactions-gl203500/) window.
1. Click  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  to assign one or more invoices to the schedule.
1. In the **Reference no.** column, click to activate the field and click  to select an invoice by its reference number.
1. Click .
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  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  to save your changes.
1. Click  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.