Visma.net ERP
Create a customer
Before you start
To make it easier to create customers, you can first create customer classes and select one as your default. This way the customers you create afterwards will already have some default information filled in. See Create a customer class.
If you do not want to use the default customer class for the customer you are creating, you can select a different one on the General settings tab, in the section Financial settings. Visma.net ERP immediately changes the related information.
- Go to the Customers (AR303000) window.
- Click
to create a new customer, and enter the Customer name.
The next available customer number is automatically added to the new customer when you save.
The default Status for the new customer is Active.
The fields marked with * are mandatory. - Add general information for a customer on the General information tab.
- Add information on the Invoicing settings tab.
- Add information on the Delivery settings tab.
- On the General ledger accounts tab, check or select the customer ledger accounts/subaccounts you want to use for the general ledger transactions for the customer.
- Click
.
The system automatically adds the customer number when you save.
Work process overview
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 delivery settings for a customer
Add general information for a customer
Add invoicing settings for a customer
Related windows
Customer ledger preferences (AR101000)
Related concepts
