Visma Net
Set customer print and email preferences
Before you start
You send invoices and credit notes to your customers in different ways, and you can set the option the customer prefers, for each customer.
You can also set preferences for print and emailing for a customer class. For more information, see Set customer class print and email preferences.
- Go to the Customers (AR303000) window.
- Go to the Invoicing settings tab, and look for the Print and email settings section.
- Select one of the available options:
- Print invoices - print out and send the invoice by letter.
- Send invoice to AutoInvoice - send the invoice electronically with AutoInvoice.
- Send invoices by email - attach the invoice to an email.
- Click
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Related concepts
About preliminary configuration
Related tasks
Make customer-specific changes
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
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