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 ![icon-add](/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](/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](/media/visma-net-erp/icon-select.jpg) to select an invoice by its reference number. 1. Click ![icon-save](/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](/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](/media/visma-net-erp/icon-save.png) to save your changes. 1. Click ![icon-delete](/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.