Visma.net ERP
Make customer-specific changes
Before you start
To make it easier to create customers, you can Create a customer class and set one as default. Customer classes have a number of default settings, so many fields will automatically be filled in.
However, you can still edit some of the automatically filled-in fields in order to set individual preferences.
- Go to the Customers (AR303000) window.
- In the Customer no. field, click
to select the customer you want to make changes to. - Make your changes.
- Click
.
Work process overview
Get started with dunning letters
Related tasks
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
