Customer classes

Create a customer class

Create a customer class template

Use a template to create a new customer class

Copy one customer class to a new one

Edit or delete customer classes

Set a customer class as default

Set customer class print and email preferences

You can send documents to your customers in different ways, and set-up these options for each customer class individually.

Send invoices by email

Set up invoice mailing for a customer class

If you are setting up invoice mailings settings for one customer, you can consider to do this in the Customers (AR303000) window, see Set up invoice mailing for a customer.

Set up dunning letter mailing for a customer class

You can also configure dunning letter mailing for one customer.

Make settings in the Customer classes window

Validate customer data in the Customer list

About export types

Export types determine the automatically suggested sales account and VAT category on sales or customer invoice lines and sales order lines.