---
title: "Create a purchase document with Approval"
description: "Before you start You must activate a license before you can approve documents in Approval: Check activation of Approval license Go to the Purchase invoices (AP301000) window. Under Type, select one of the following options: Purchase invoice: To create a new invoice. Credit adjustment: To adjust a sales invoice that is already released. Purchase credit note: To adjust a purchase invoice that has already been released. Prepayment: To have a prepayment request from a supplier.…"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/process-purchase-invoices/create-a-purchase-document-with-approval/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/process-purchase-invoices/llms.txt


# Create a purchase document with Approval

Last modified February 23, 2026

> Before you start You must activate a license before you can approve documents in Approval: Check activation of Approval license Go to the Purchase invoices (AP301000) window. Under Type, select one of the following options: Purchase invoice: To create a new invoice. Credit adjustment: To adjust a sales invoice that is already released. Purchase credit note: To adjust a purchase invoice that has already been released. Prepayment: To have a prepayment request from a supplier.…


## Before you start

You must activate a license before you can approve documents in Approval: [Check activation of Approval license](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/process-purchase-invoices/check-activation-of-approval-license/index.md)

1. Go to the [Purchase invoices (AP301000)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/index.md) window.
1. Under **Type**, select one of the following options:

    1. **Purchase invoice**: To create a new invoice.
    1. **Credit adjustment**: To adjust a sales invoice that is already released.
    1. **Purchase credit note**: To adjust a purchase invoice that has already been released.
    1. **Prepayment**: To have a prepayment request from a supplier.
1. Fill in all mandatory fields (*).

    > [!NOTE]
    > The CID is not mandatory on outgoing payments, but suppliers can require a CID on incoming payments. If there is no CID on an incoming payment, the bank rejects the payment for this supplier.
1. On the **Document details** tab, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) to enter document lines. The **Item ID** is optional.
1. Go to the **Approval details** tab.
1. In the **Default document** field, select the desired document.
1. Click **Add attachment**.
1. In the **Initial approver** field, click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select the approver.
1. Optional: In the **Comment** text box, enter a comment if necessary.
1. Save the invoice and click **Send to Approval**.

> [!NOTE]
> You can also set a preference that all invoices will automatically be released when they are approved in Approval: [Set Release document from Approval as the default action](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/process-purchase-invoices/set-release-document-from-approval-as-the-default-action/index.md)

## What is next?

The payment request is now sent to Approval and the approvers will receive an email about a pending approving task [Approve with Approval](https://help.visma.net/GB_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/SE_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/SE_sv/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NO_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NO_no/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NL_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/Nl_nl/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/fi_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/fi_fi/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/DK_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/DK_da/approval/online-help/actions-approvers/task-handling.htm).

The **Approval status** field will show you the updated status, depending on the approvers actions in Approval :

> [!NOTE]
> You can click the status link for more information about the status in the reports [Approval document history (AP40104S)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approval-document-history-ap40104s/index.md) and [Approval document line history (AP40105S)](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approval-document-line-history-ap40105s/index.md).

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Status</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">New</td>
<td class="vismanet-table__cell">The invoice is new.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Sent to Approval</td>
<td class="vismanet-table__cell">The invoice has been sent to Approval</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Cancelled</td>
<td class="vismanet-table__cell">The status after you have clicked the <strong>Cancel</strong> button. (The <strong>Send to Approval</strong> button changes to <strong>Cancel</strong> after sending the document to Approval).</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Received in Approval</td>
<td class="vismanet-table__cell">The invoice has been received by Approval.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Pending</td>
<td class="vismanet-table__cell">The invoice is on a valid approval flow and is pending approval.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Rejected</td>
<td class="vismanet-table__cell">The invoice has been rejected by Approval.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Approved</td>
<td class="vismanet-table__cell">The invoice has been approved and you can now release invoices that are ready to be paid. In the <a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-ledger-preferences-ap101000/index.md">Supplier ledger preferences (AP101000)</a> window, you can set up automatic release of approved invoices.</td>
</tr>

</table>


> [!NOTE]
> You must [release purchase invoices](https://docs.vismasoftware.no/visma-net-erp/help/supplier-ledger/process-purchase-invoices/release-purchase-invoices/index.md) before you can pay it, unless you have set that all approved invoices will automatically be released.

<h2>Related pages</h2><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/supplier-ledger/process-purchase-invoices/create-a-purchase-document/index.md">Create a purchase document</a></li><li><a href="/visma-net-erp/help/supplier-ledger/process-purchase-invoices/check-activation-of-approval-license/index.md">Check activation of Approval license</a></li><li><a href="/visma-net-erp/help/supplier-ledger/process-purchase-invoices/preview-purchase-invoice-attachments/index.md">Preview purchase invoice attachments</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/index.md">Purchase invoices (AP301000)</a></li>
</ul>


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