Add invoicing settings for a customer

Before you start

Create a customer

Add general information 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.

1. Go to the Customers (AR303000) window. Click on the Invoicing settings tab.

2. Optional: In the Invoice address section, you can add an address that differs from the main address - for invoicing.
   If the address is the same, select the Same as main check box.

3. Optional: In the Invoice contact section, you can add a contact that differs from the main contact - for invoicing.
   If the contact is the same, select the Same as main check box.

4. Optional:In the Parent account field, you can select a bank account to be the parent account of the currently selected customer account.
   

   This field and a list of accounts are only available if the Consolidate balance and Consolidate statements check boxes are selected for the selected customer account.

5. In the Print and e-mail settings section, it is important to decide how you want to send different customer documents.
   For example, you should not select both Print invoices and Send invoices by e-mail for the same customer.

   Print and email settings

   Print invoices - Print invoices from the Send invoices (AR508000) window. The default value comes from the customer class.

   Send invoices by email - Send invoices by e-mail by from the Send invoices (AR508000) window. The default value comes from the customer class.

   Send invoices to AutoInvoice - Send invoices for this customer by e-invoice.

   Send dunning letters by email - Send dunning letters by email from the Print/release dunning letters (AR522000) window. The default value comes from the customer class. Only available if you have enabled the Dunning letter management functionality in the Enable/disable functionalities (CS100000) window.

   Print dunning letters - Print dunning letters from the Print/release dunning letters (AR522000) window. The default value comes from the customer class. Only available if you have enabled the Dunning letter management functionality in the Enable/disable functionalities (CS100000) window.

   Send statements by e-mail -Send statements by email to customers from the Print statements (AR503500) window. The default value comes from the customer class.

   Print statements - Print statements from the Print statements (AR503500) window. The default value comes from the customer class.

   Multi-currency statements - Print this customer’s statements in multi-currency format instead of the default base-currency format. Only visible if you have enabled multi-currency accounting.

   Statement type - The default statement type for this customer:

   • Open Item - Includes all open items.

   • Balance brought forward - The amount outstanding from the previous statement shows at the top of the statement.
6. Click .

What is next?

Add delivery settings for a customer