Set customer class print and email preferences

You can send documents to your customers in different ways, and set-up these options for each customer class individually.

1. Go to the Customer classes (AR201000) window.
2. In the Class ID field, select the customer class for which you want to configure the settings.
3. On General information tab, in the Default print and email settings section, select the option that suits the customer class the best:

1. Print invoices - to be printed, and then posted as a letter.
2. Send invoices by email - to be attached and sent in an email.
3. Send invoices to AutoInvoice - if you want invoices for this customer class to be sent directly to AutoInvoice.

3. Click .

You can also set the print and email preferences individually for each customer: see Set customer print and email preferences