Set up invoice mailing for a customer class

If you are setting up invoice mailings settings for one customer, you can consider to do this in the Customers (AR303000) window, see Set up invoice mailing for a customer.

  1. Go to the Customer classes (AR201000) window.
  2. In the Class ID field, select the customer for which you want to configure the mailing.
  3. Go to the Mailing settings tab.
  4. In the Mailings table, click and select INVOICE on the new row.
  5. In the Email account column, select the email account from which the invoices will be sent.
  6. In the Report column, select the report to be used for generating the invoices, which will be sent as an attachment.
  7. In the Notification template column, select the InvoiceNotification template, which will be used to compose the body of the email.
  8. In the Format column, select the attachment format.

If the format specified in this mailing does not match the format preferences of a contact, the attachment will be sent in the format preferred by the contact.

  1. Select the Active check box for the mailing.
  2. In the Recipients table, click .
  3. In the Contact type column, select Invoicing.

The person that is displayed in the Attention field, in the Customers (AR303000) window on the Invoicing settings tab, will be the recipient for the dunning letters.

  1. Click .

Related concepts

About customer classes

Related tasks

Copy one customer class to a new one

Use a template to create a new customer class

Create a 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

Send invoices by email

Set customer class print and email preferences

Set up a dunning letter mailing

Enable or disable write-offs

Set up mass processing of mailings

Track customer prepayments

Related windows

Customer classes (AR201000)