Visma Net
Add delivery settings for a customer
Add general information for a customer
Add invoicing settings for a customer
In some of the steps in this procedure, you only have to check that the information is correct for the customer you are creating.
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Go to the Customers (AR303000) window.
Click on the Delivery settings tab.
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Optional: In the Shipping address section, you can add an address that differs from the main address - for delivery. If the address is the same, select the Same as main check box.
- Optional: In the Shipping contact section, you can add a contact that differs from the main contact - for delivery. If the contact is the same, select the Same as main check box.
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In the Default location settings section, enter a Corporate ID and/or a VAT registration ID.
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Optional: If yo have enabled the Warehouses functionality in your system, select the Warehouse and other shipping information in the Shipping instructions section.
- Fill in any other fields you think is relevant for this customer.
- Click .
Related concepts
About preliminary configuration
Related tasks
Make customer-specific changes
Set customer print and email preferences
Prepare to use electronic invoices for customers
Enable write-offs for customer
Set up e-mail invoices for one customer
Configure mailing settings for dunning letters for a customer
Set up invoice mailing for a customer
Add a payment method and a bank account to a customer
Add general information for a customer
Add invoicing settings for a customer
Related windows