Manage document types and work flows
/visma-net-erp/help/sales/manage-document-types-and-work-flows
section
Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations.
2026-02-19T17:09:06+01:00
# Manage document types and work flows
Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations.
To modify workflows for sales orders, you can use the [Sales orders preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window. You can create more order types by modifying order type settings or templates if the **Custom order types** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
These topics provide descriptions of all applicable options.
About predefined types of sales orders
/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-predefined-types-of-sales-orders
page
A sales order is an internal document that you use to record a customer's purchase order.
2026-02-19T17:09:06+01:00
# About predefined types of sales orders
A sales order is an internal document that you use to record a customer's purchase order.
Visma Net includes a variety of predefined order types (such as quotes, sales orders with
allocation, and transfer orders) for common distribution operations.
You can create
sales orders of predefined types in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
If needed, you can modify the predefined types and define custom order types to meet
the specific order processing requirements in your company.
You can control the
steps required to process each type of sales order, from entry to shipping and
invoicing.
For details on custom order types, see: [About custom order types](/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-custom-order-types/).
Most of the predefined order types are described in the remainder of this topic.
The
types of orders that are used for customer returns are described in: [About predefined order types for customer returns](/visma-net-erp/help/sales/process-returns/about-predefined-order-types-for-customer-returns/).
## Quote (QT)
A quote is a proposal of future sales to a particular customer for a specified price.
You can use documents of the **QT** order type to plan production or purchase
orders.
The functionality of approvals is supported for quotes (which is indicated
by the selected **Supports approval** check box on the
**General settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window).
The quantities of goods and the document amounts on open quotes do not update the
information in the Inventory and Customer ledger workspaces.
Because you can copy
the information on quotes to sales orders, quotes can be used as templates for
repeating orders with the same line item information for a particular customer.
Freight is calculated on quotes of the predefined **QT** type.
You can select
whether to recalculate discounts on sales orders copied from quotes.
After you copy
a quote to a sales order (by selecting **Actions** - **Copy order** in the window toolbar of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window), the
quote remains open until you cancel it.
## Sales order (SO)
A sales order is a document with the **SO** order type that you create, possibly based on a quote, to represent a customer request to buy goods in the specified quantities on the specified date.
Once the order is saved, the credit history of the customer will be checked to verify
that the customer has not exceeded the specified credit limits or days past due.
To
configure the system so that the status of the order changes to **Credit hold**
if the customer fails the credit check, select the **Check credit on entry** check box on the **General settings** tab
of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window; by default, this check box is cleared.
After approval has been configured, when a
sales order is saved, it will be assigned to an approver and will get the **Pending approval** status.
If it has been rejected, the order should be edited and
will be reassigned for approval.
If it has been approved, the order may be shipped.
Sales orders of the **SO** type are fulfilled by shipments (the **Process shipments** check box is selected on the **Template settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window).
For
orders of the **SO** type, you must generate invoices in the Customer ledger
workspace and issues in the Inventory workspace.
For more details on processing, see: [About sales order processing options](/visma-net-erp/help/sales/process-sales-orders/about-sales-order-processing-options/).
## Sales order with allocation (SA)
This predefined type of sales order is only available if at least one of the **Lot and serial tracking**, **Stock subitems**, **Multiple warehouse locations**, and **Sales order to purchase order link** functionalities is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
If your organisation's policies require
you to reserve stock for orders from specific customers, you can use the orders of
the **SA** type for these customers. When you save a new order of this type in
the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, the specified quantities of the line items
are reserved specifically for this order.
You can view the allocation for each line
item by selecting a line and clicking the **Allocations** button
on the **Document details** tab.
If there is an insufficient
quantity in the specified warehouse, the system will automatically split the
requested quantity into two allocation schedules: one with the available quantity
reserved in the specified warehouse, and one with the remaining quantity, for which
you can select another source warehouse and reserve the quantity there (by selecting
the **Allocated** check box).
Once an order of the **SA** type is saved, the credit history of the customer is
checked to verify that the customer has not exceeded the specified credit limits or
days past due.
If the customer fails the credit check, the status of the order is
changed to **Credit hold**.
(This is controlled by the **Check credit on entry** check box, which is selected by default on the
**General settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window.)
Sales orders of the **SA** type are fulfilled by shipments; that is, the
**Process shipments** check box is selected on the **Template settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window.
For orders
of the **SA** type, you must generate invoices in the Supplier ledger workspace and
issues in the Inventory workspace.
For more information on orders of this type, see: [About sales orders with allocations](/visma-net-erp/help/sales/process-sales-orders/about-sales-orders-with-allocations/) and [Create a sales order with reserved allocations](/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-with-reserved-allocations/).
## Invoice order (IN)
An invoice order, which has the **IN** order type, is a special type of sales
order you create when the goods requested by a customer have been shipped already,
so the processing of the orders does not involve shipments.
You can set up approval
for the orders of the **IN** type.
For orders of this type, you must create an invoice in the Customer ledger workspace and an issue in the Inventory workspace that updates the item quantities.
Customer ledger invoices are generated for invoice orders separately from invoices of the same customer based on orders of other types.
For more information, see: [About invoice order processing options](/visma-net-erp/help/sales/process-sales-orders/about-invoice-order-processing-options/).
## Cash sales (CS)
You create an order with the **CS** order type when you sell items directly to the
customer (with no shipping) and receive payment at that time (by cash, check, or
credit card).
You can save the order of the **CS** type, which you create by
using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, only after you enter the
payment information including the payment reference number. For orders of this type,
you should create a supplier ledger document of the **Cash sales** type and an
issue in the Inventory workspace.
For more information, see: [About cash sales processing options](/visma-net-erp/help/sales/process-sales-orders/about-cash-sales-processing-options/).
## Transfer order (TR)
Transfer orders or orders with the **TR** order type are used to account for stock items moved from one warehouse to another when replenishment window the source warehouse is performed or when stock items are allocated (reserved) to fulfil sales orders in other warehouses.
This order type is only available if the **Multiple warehouses** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
In most cases, you
create transfer orders by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
window.
To generate multiple transfer orders for replenishment and for sales orders
with stock allocation, you can use the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window.
You can fulfill the transfer orders by shipments.
For more information on transfer
orders, see: [Process transfer orders](/visma-net-erp/help/sales/process-transfer-orders/).
Related pages
Concepts
Tasks
Windows
About custom order types
/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-custom-order-types
page
Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations, as described in: About predefined types of sales orders.
2026-02-19T17:09:06+01:00
# About custom order types
Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations, as described in: About predefined types of sales orders.
For more information: [About predefined types of sales orders](/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-predefined-types-of-sales-orders/).
Each
predefined order type, which is available in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window, has an associated **template**.
The template is a collection
of settings that controls the processing of documents of the type, including what
customer ledger and inventory documents it generates, whether it requires
shipment, and how the automation behaviour determines conditions for changing
statuses.
You can create more order types by modifying order type settings or templates if the **Custom order types** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
You can configure custom order types based on the available templates, which involves
making slight changes to an order type based on the template.
In exceptional cases,
new custom templates can be created with the help of the Visma Net development team, and custom order types can be based on those templates.
Custom
order types, whether they are based on predefined templates or custom templates,
appear for selection in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window along with predefined order types.
Users can create new orders of
custom types and process them by using the windows in the **Processing** section of the
Inventory workspace in accordance with the automation behaviour configured for the
template.
The sections below cover order types based on both predefined templates and custom templates created by Visma Net.
## Order types based on predefined templates
By using the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/)
window, you can view the
settings of predefined order types and create new custom order types based on
predefined templates.
(When you create an order type based on a template, the
template itself cannot be modified.)
New order types based on predefined templates
are minor modifications of the predefined template order type.
For example: You can
create separate quote order types, based on the **QT (quote)** template, for the
customer price classes of wholesale, retail, and catalog customers.
These types
might use different number series to determine order IDs and different sets of
general ledger accounts and subaccounts.
Also, the types might have different processing options, such as the setting that determines whether the system performs a credit check when the quotes are entered.
The following order type templates are available:
CM (Credit note)
: The built-in template for the **CM** order type. You use documents of this type to adjust already-completed sales orders.
CR (Cash return)
: The built-in template for the **CR** order type. Documents of this type are used when the customer returns goods from a cash sale order with no shipping.
IN (Invoice)
: The built-in template for the **IN** and **CS** order types. You use documents of these types, respectively, to invoice the customer for shipped goods and to register cash sales.
QT (Quote)
: The built-in template for the **QT** order type. Documents of this type register the customer's intention to buy goods in the specified quantity, on the specified date, and at the specified price.
RC (Return for credit)
: The built-in template for the **RC** order type. You use documents of this type to register customer returns for credit without replacement.
RM (Generic authorised return)
: The built-in template for the **RM** order type. Documents of this type register customer returns with replacement or for credit within the product's warranty period.
RR (Return with replacement)
: The built-in template for the **RR** order type. You use documents of this type to register customer returns with exact replacement.
SA (Sales order with allocation)
: The built-in template for the **SA** order type. You create documents of this type to record customers' requests to purchase goods and to reserve the requested goods for the orders.
SO (Sales order)
: The built-in template for the **SO** order type. Documents of this type are created to record customers' requests to purchase goods and to prepare shipments.
TR (transfer)
: The built-in template for the **TR** order type. You generate documents of this type to perform stock replenishment by transferring goods from the source warehouse to a destination warehouse. This order type only appears if the **Multiple warehouses** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
For each new order type based on one of the available templates, specify the following on the **General settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window:
1. The two-letter identifier and brief description.
1. The template to be used for the order type. Order types based on the same template usually have similar functionality.
1. The number series to be used for automatic generation of reference numbers for documents of the type. We recommend that you assign individual series with a prefix for each order type to help users track documents.
1. The number series to be used for the customer ledger document generated for each order of the type. Again, a series with a specific prefix for the order type helps users track documents more easily.
1. General ledger accounts and subaccounts, or rules for selecting accounts and subaccounts for the order type.
1. Various processing options, such as the following:
+ **Hold orders on entry** Whether orders should be saved with the **On hold** status when they are entered.
+ **Check credit on entry** Whether the system performs a credit check for the customer when the order is entered.
+ **Require control total** Whether the user must type in the control total on order entry and modification.
+ **Invoice separately** Whether the system should generate separate invoices for each order of this type.
+ **Calculate freight** Whether freight calculation is required on saving the orders.
## Order types based on custom templates
In rare cases, a custom order type can be created based on a custom template.
CAUTION:
Although the **Template settings** tab is not hidden, we do not recommend that
you modify the available templates.
Custom templates can be created only based
on settings provided by Visma Net developers.
Each of the available templates is based on automation behaviour implemented in Visma Net—a set of automation steps developed for the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window and related windows involved in order processing.
Automation behaviours use
various built-in order and shipment plans. The following automation behaviours are
available:
Sales order
: Implements typical sales order and transfer processing with approval.
Invoice
: Implements typical invoice order and cash sale order processing with approval.
Quote
: Implements typical quote processing with approval.
Credit note
: Implements typical credit memo processing.
RMA order
: Implements processing for typical types of customer returns: returns for credit, returns with replacement, and RMA returns.
The functionality of order types is implemented through automation steps developed
for each of the forms involved in order processing: the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, and the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window.
This
functionality defines, for orders of specific types in each status, what actions are
enabled and under what conditions.
The settings in the **Operations** area on the **Template settings** tab of the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/)
window affect the integration of orders with the Inventory and Customer ledger workspaces.
For example: For the **RC (Return for credit)** template, the
default inventory operation for receiving the returned goods will be **Receipt**
in the Inventory workspace and that a credit note will be generated in the Customer ledger workspace to reimburse the customer for the returned goods.
With the **RR (Return for replacement)** template, no customer ledger document will be generated for an order of the type, while in the Inventory workspace, the release of the receipt (the default inventory operation for this order type) will initiate the creation of an issue to account for the replacement sent to the customer in the same quantity with the same price.
Related pages
Concepts
Tasks
Windows
About credit checks in the Sales workspace
/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-credit-checks-in-the-sales-workspace
page
This topic describes the credit check settings for sales orders and invoices in the Inventory workspace.
2026-02-19T17:09:06+01:00
# About credit checks in the Sales workspace
This topic describes the credit check settings for sales orders and invoices in the Inventory workspace.
This topic describes the credit check settings for sales orders and invoices in the Inventory workspace.
## Credit check for sales orders
A credit check of the customer is performed for sales orders of most predefined types.
When a user selects a customer for the order, the system performs the customer credit check.
If the credit rules specified for the customer in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window
have been violated (that is, if the customer has exceeded the credit limit, the days past
due, or both), the system displays a yellow exclamation mark to the left of the
**Customer** field.
By pointing at the mark, the user can read the
warning.
You can use the **Hold document on failed credit check** check box in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window to indicate to the system how the orders of the specific type should be processed if the customer fails the credit check:
+ If the check box is selected for the order type, when an order of this type is saved (or taken off hold, depending on whether the **Hold orders on entry** check box is selected for the order type), it will get the **Credit hold** status.
+ If the check box is cleared for the order type, when an order of this type is saved or taken off hold, it will get the **Open** status. The order can be processed as the orders that passed the credit check can be processed.
As for the predefined order types, the **Hold document on failed credit check** check box is selected only for the orders of the **SA (Sales orders with allocation)** type.
If customer payments were entered or order amounts were decreased, orders that were
previously placed on credit hold can be released from it.
In the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window, you can select orders with
the **Credit hold** status and click **Release from credit hold** (as long as you are
as a user have access to this action). This initiates credit checks for each order selected,
and if the credit check is successful, the order receives a status of **Open**.
If approval of sales orders is configured in your system, you may need to assign the orders
that have been taken from credit hold for approval as other orders.
In this case, add to the
approval map a condition or multiple conditions that assign the orders with
**Credit hold** check box selected to specific approvers.
Then on
release from credit hold, the orders will get the **Pending approval** status if the
conditions are met.
Alternatively, you can release each order from credit hold individually by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
If you as a user have access to the **Release from credit hold** action on the **Actions** menu in the window
toolbar of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, you can click this action
to change the status of the order to **Open** and process it further despite of the
failed credit check.
If when editing this order you increase the order amount, then when you
save the order, it will get the **Credit hold** status.
If you do not change the amount,
you can process the order further; an invoice generated for the order will not get the
**Credit hold** status (even if the **Hold invoices on failed credit check** check box is selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window) and can be released.
## Credit check for invoices
Generally, invoices are generated for sales orders that have passed the credit check; however,
you may need to perform a separate credit check for invoices and hold invoices on failed
credit check.
Depending on your organisation's business processes, the time range between
shipment creation and invoice generation may be significant and during this time, the prices
may change.
Also, services and warranties may be added manually to invoices, rather than to
sales orders.
A credit check is performed for each new invoice that is created by using the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
window, and if the customer fails the credit check,
the system displays a yellow exclamation mark to the left of the
**Customer** field and a warning.
However, you may want invoices to be
placed on credit hold if they fail the credit check.
You can select the **Hold invoices on failed credit check** check field in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window to indicate to the system that all invoices that fail the credit
check should get the **Credit hold** status.
For invoices with the **Credit hold** status, in the [Process shipments (SO503000)](/visma-net-erp/help/sales/sales-windows/process-shipments-so503000/) window, you can periodically perform the **Release from credit hold** action, which initiates a credit check and opens the invoices of those customers who have paid their outstanding balances fully or partially or have extended the credit limits.
Related pages
Concepts
Windows
About invoices in the sales workspace
/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-invoices-in-the-sales-workspace
page
Invoices of different types that you can view and edit by using the Customer invoices (SO303000) window are actually customer ledger documents that originate in the Inventory workspace.
2026-02-19T17:09:06+01:00
# About invoices in the sales workspace
Invoices of different types that you can view and edit by using the Customer invoices (SO303000) window are actually customer ledger documents that originate in the Inventory workspace.
For more information: [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/).
Invoices of different types that you can view and edit by using the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
window are actually customer ledger documents that originate in the Inventory workspace.
An invoice is a
legally binding document that records the price and details of the sale and
indicates that the order has been fulfilled.
By the time an invoice is created, the
goods or services have been delivered or rendered, and you may need to manually edit
the document.
The following types of documents can be processed by using the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)window:
+ Invoices
+ Cash sales
+ Cash returns
+ Credit notes
The sections below describe how different types of invoices created in the Inventory workspace are processed.
## Invoice processing
You can create an invoice for each shipment or consolidate multiple shipment
documents for the same customer into a single customer invoice in the [Process shipments (SO503000)](/visma-net-erp/help/sales/sales-windows/process-shipments-so503000/) window, or you can combine orders for an invoice manually by clicking
**Add order** on the **Document details** tab of the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window.
You can generate an invoice for only a confirmed
shipment (one with the **Confirmed** status).
An invoice created in the Sales workspace has one of the following statuses:
On hold
: You can save an invoice with this status if you want to continue editing it. To save the invoice with the **Balanced** status, clear the **Hold** check box and save the document. If the **Validate totals** option has been selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window, you first need to type the control total into the **Amount** field.
Balanced
: A **Balanced** invoice can be released to the Customer ledger workspace. When you release an invoice, the statuses of shipments included in the invoice change to **Invoiced**.
Open
: When an invoice is released to the Customer ledger workspace, it gets the **Open** status until it is paid for by the customer. Also, upon release of the invoice, the status of the original sales order changes to **Completed**. You can print the invoice (individually or among other invoices and notes) and send it to the customer by postal mail or you can send the invoice as an email or e-mail attachment depending on the mailing settings of the customer account.
Closed
: Once it is fully paid, the invoice gets the **Closed** status.
The release of an invoice generates transactions in the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
window and updates the General ledger workspace.
The reference to the batch
that posts transactions to the general ledger can be found on the **Financial details** tab of the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
window.
Salespersons' commissions are calculated when the invoice is released or paid,
depending on the commission settings in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/)
window.
Total freight charges may include premium
freight, insurance, shipment, and other charges that apply to the shipped goods and
to entire shipments.
The
premium freight amounts, which are specified for sales orders, are allocated among
the shipments fulfilling the order, according to the option selected in the
**Freight allocation on partial shipping** field in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window, which can be one of the following:
Allocate proportionally
: Distributes the premium freight amount shipments proportionally to the partial shipment amounts.
Full amount first time
: Assigns the premium freight amount to the first shipment.
## Cash sale processing
An invoice of the cash sale type is generated for a cash sale order.
The document
updates appropriate sales and cash accounts.
## Cash return processing
An customer ledger document of the **cash return** type is generated for cash
return orders that are used to account for returns on cash sales orders.
The
document updates appropriate sales and cash accounts.
## Credit note processing
A credit note is generated when an order of the **credit note** type is fulfilled
to adjust the customer's balance with the company by the amount of the returned
goods.
Credit notes are used for unauthorised and authorised returns.
A credit note can be released to the Customer ledger workspace and can update the Inventory workspace.
In the Customer invoices window, for a **Balanced** credit
note, the following actions are enabled in the **Actions** menu of the toolbar:
Release
: Releases the **Balanced** note to the Customer ledger workspace, to credit the customer account for the returned goods.
Update IN
: Releases relevant data to the Inventory workspace. The stock levels will be increased in the Inventory workspace by the quantity of returned goods.
The original order will get the **Completed** status once the related customer ledger credit note is released.
The reference number of the batch that posted
the related transactions to the General ledger workspace can be found on the
**Financial details** tab in the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window.
## Reordering lines in invoices
You may need to reorder invoice lines that you have added to be in a specific order
requested by the customer.
Also, you may need to sort invoice lines by the shipment
number and order number to make it easier to review a printable invoice.
You can
reorder the lines of an invoice until it has been released.
The order number of each invoice line on the **Document details**
tab is shown in the **Sort order** column (which is hidden by
default).
Once you reorder the lines, the system automatically regenerates the order
numbers for each document line in the **Sort order** column.
You can select the lines to be reordered in any
combinations, such as the following:
+ A single invoice line (for example, line 3 or 8). To select a single line, click it.
+ Multiple non-contiguous lines (for example, lines 1, 3, and 7). To select these lines, hold the **Ctrl** key down while clicking the row selector next to the needed lines.
+ A contiguous group of invoice lines (for example, line 5 through line 9). To select a group of lines, select the first line in the group, and hold the **Shift** key down while clicking the last line in the group. (Alternatively, you can click the first line and then press **Shift+Down** arrow until all the needed lines are selected.)
+ A non-contiguous group of invoice lines (for example, line 5 through line 7, and line 10). To select a non-contiguous group of lines, hold the **Ctrl** key down while clicking the row selector next to the needed lines.
All selected lines are grouped and thus are moved contiguously, even if you have
selected multiple non-contiguous document lines.
After you have selected the needed
lines, move them to the new place in the table in one of the following ways:
+ Drag the selected line or lines to the place where you want to move them. A thin red line between the table lines shows where these lines will be inserted. Once you drag the selected lines, the system moves these lines and regenerates the **Sort order** numbers for all the lines in the table.
+ When you need to move invoice lines between pages, cut the selected invoice lines and paste them to the new place in the table. To cut the lines, press **Ctrl+X**, or right-click the table and then click **Cut row**. Then click the line above which the cut lines should be inserted, and press **Ctrl+V**; alternatively, you can right-click the table, and then click **Insert cut row**.
> [!NOTE]
> You cannot rearrange lines in the table if custom sorting by any column is applied to the table.
The invoice lines that you add by using the **Add order** dialog
box are added to the table in the order in which you have added them.
If you need to
rearrange the lines in the table to sort them by shipment numbers and order numbers,
you can click the **Reset sorting** button in the table toolbar of
the **Document details** tab.
When you click this button, the
system automatically sorts the invoice lines and regenerates **Sort order** numbers for all the lines in the table.
### Inserting lines into invoices
You can insert a single line to any place in the document.
To do this, click the line
above which the new line should be inserted and then press Shift+Insert, or
right-click the needed line and then click **Insert row**.
The
system adds a new blank line.
When you finish populating the line information and save your changes, the system automatically regenerates the **Sort order** numbers for all lines in the table.
Related pages
Concepts
Windows
About payment reservation for sales orders
/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-payment-reservation-for-sales-orders
page
Many businesses perform sales on credit: A customer order is paid after the order has been shipped and an invoice for the shipped goods and services has been generated and sent to the customer.
2026-02-19T17:09:06+01:00
# About payment reservation for sales orders
Many businesses perform sales on credit: A customer order is paid after the order has been shipped and an invoice for the shipped goods and services has been generated and sent to the customer.
Many businesses perform sales on credit:
A customer order is paid after the order has been
shipped and an invoice for the shipped goods and services has been generated and sent to the
customer.
In some cases, businesses may require prepayments or payments made specifically for
particular orders, or your organisation can charge a customer card for specific orders.
If you
rely on payment auto-application, payments are applied to unrelated invoices starting from the
earliest documents and it is difficult to perform reconciliation later.
With Visma Net,
you can link payments to orders and orders to payments (including prepayments), thus reserving
payments for particular orders.
After that, once the orders are shipped, the payments will be
applied to the invoices generated for the order shipments.
Linking payments to orders can
facilitate reconciliation.
## Linking payments to an order
You can streamline your processes by entering a customer prepayment or a payment intended for a particular order directly by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
On the **Payments** tab of the window, you can click **Create payment** or **Create prepayment** to enter a payment or a
prepayment, respectively.
A prepayment or payment can be for a full amount or a partial amount.
You can later create an additional payment for the balance or link the order to an existing
payment or existing payments.
Also, you can link a new order to existing prepayments or payments by selecting the available
customer prepayments or payments by their reference numbers on the
**Payments** tab.
Moreover, you can reserve payments with balances that were
already applied to unrelated invoices in the Supplier ledger workspace.
## Linking orders to a payment
When you enter a customer prepayment or payment in the [Payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/)window in the Customer ledger or Inventory workspace, you can link it directly
to a particular order or multiple orders by using the **Orders to apply**
tab.
The payments with balances that have been partially applied to invoices can also be
reserved for sales orders.
For customers who pay by credit cards, you can create a payment, link it to particular sales order or orders, and charge the credit card by using the same [Payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/) window.
## Processing orders with reserved payments
An order with a payment linked is processed in the same way as any other order is.
An order can be fulfilled by one or multiple shipments: first shipments are created and confirmed, and then invoices are generated and released.
An order can be edited until it is **Open**.
If no invoice has been generated for the
order, you can cancel payment application by removing the reserved payment from the list on the
**Payments** tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
Once any
amount applied to an order has been transferred to the invoice generated for the order, you can
view the history of application on the **Application history** tab of the [Payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/)window, which is available in both the Inventory workspace and
the Customer ledger workspace.
As orders linked to this payment are being shipped and completed,
you will see on the **Application history** tab the list of applied invoices
(generated for those orders) as it is populated.
Consider a simple scenario when a full-amount payment was reserved for an order.
Once the
order has been shipped and an invoice has been generated and released, the payment amount is
applied to the invoice and the invoice gets the **Closed** status.
The payment amount that
was applied to the invoice is shown as **Transferred to invoice**.
The order
gets the **Completed** status.
If an order with a full-amount payment linked was shipped partially and then has been completed or cancelled, its unapplied balance is reset to zero while the payment with unapplied balance has the **Open** status and its applied amount is shown as **Transferred to invoice**.
There may be many variations of this scenario: multiple shipments (and multiple invoices) for
the order, multiple payments reserved for one order, or multiple orders paid by one prepayment.
If the order is being shipped in multiple shipments, you can track how the payment's partial
amounts was applied to multiple invoices.
On release of invoices, the system applies the payments (in the amounts reserved for orders)
to invoices, and if the amount of payments is equal to the order total, the invoices get the
**Closed** status.
If the total amount of payments (applied to orders) is less than the
order total, one of the invoices is given the **Open** status with the balance that is equal
to the difference between the order total and the payments' total.
Some of the linked payments
may be applied to an order partially and also applied to unrelated invoices.
Related pages
Concepts
Windows
Display profit and margin totals
/visma-net-erp/help/sales/manage-document-types-and-work-flows/display-profit-and-margin-totals
page
You can display or hide the unit cost and profit and margin totals in the Sales orders (SO301000) and Sales orders (SO30100S) windows.
2026-02-19T17:09:06+01:00
# Display profit and margin totals
You can display or hide the unit cost and profit and margin totals in the Sales orders (SO301000) and Sales orders (SO30100S) windows.
For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/), [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/).
See the table below on how this is done for each window.
|Window|Action|
|---|---|
|[Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)|Go to the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window, the **General settings** tab, and select or deselect the **Show gross margin/profit** check box.|
|[Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/)|Remove or add the **Sales Profit Viewer** role for the user you want to hide or display the information for.|
Change customer location on customer invoice
/visma-net-erp/help/sales/manage-document-types-and-work-flows/change-customer-location-on-customer-invoice
section
In Visma Net, you can change the customer location on a customer invoice, even when it already has lines.
2026-02-19T17:09:06+01:00
# Change customer location on customer invoice
In Visma Net, you can change the customer location on a customer invoice, even when it already has lines.
If you want to change the customer location to one with a different VAT calculation, on an invoice with lines, consider the following to make sure the VAT calculation is changed as well.
## Before you start
Make sure the **Recalculate VAT when customer is changed on document** check box in the [Organisations (CS101500)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500/) window is selected. See also: [Recalculate VAT when customer is changed on document](/visma-net-erp/to-be-deleted/help/vat/set-up-calculation/recalculate-vat-when-customer-is-changed-on-document/).
1. Make sure that the **Export type** is filled in for the location in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window.
1. In the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window on the invoice, click  in the **Location** field and select a new location.
**Result**: the **VAT details** tab and the VAT category on the lines will be updated accordingly if the new location has a different VAT calculation.
Related pages
Concepts
Tasks
Windows