Visma.net ERP
Add general information for a customer
Before you start
In some of the steps in this procedure, you only have to check that the information is correct for the customer you are creating.
- You are here: On the General information tab.
- In the Main address section, add the address information.
- In the Main contact section, fill in the Attention, Email and Phone fields.
- In the Financial settings section, select the Customer class.
- Select the Terms for the customer class.
- Select the Currency ID and the other currency settings.
- Click
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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 delivery settings for a customer
Add invoicing settings for a customer
Related windows
