Visma Net
Set a customer class as default
- Go to the Customer classes (AR201000) window.
- You are here: The General information tab.
- Find the area Data entry.
- In the Default customer class ID field , click to select the customer class you want to use as default.
- If you need to make changes to the default customer class, click .
- In the Customer classes (AR201000) window, make your changes and click Save and close.
- Click .
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Copy one customer class to a new one
Use a template to create a new customer class
Create a customer class template
Edit or delete customer classes
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
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