Visma Net
Copy one customer class to a new one
- Go to the Customer classes (AR201000) window.
- Next to the Class ID field, click
to select the customer class you want to use as a basis to create a new customer class. - Click
and from the drop-down list select Copy. - Click
. - Click and from the drop-down list select Paste.
- Change any settings to fit the new customer class.
- Click
.
Related concepts
Related tasks
Use a template to create a new customer class
Create a customer class template
Edit or delete customer classes
Set a customer class as default
Make settings in the Customer classes window
Set up dunning letter mailing for a customer class
Set up invoice mailing for a customer class
Set customer class print and email preferences
Set up a dunning letter mailing
Set up mass processing of mailings
Related windows
