Create a customer class template /visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class-template section 2026-02-19T17:09:06+01:00 # Create a customer class template 1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window. 1. In the **Class ID** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select the customer class you want to use as a template. 1. Make any changes to the settings, to fit your new template. 1. Click ![icon-clipboard-with-arrow](/media/visma-net-erp/icon-clipboard-with-arrow.png) and from the drop-down list select **Save as template...**. 1. If a separate window does not open, go to the [Document templates (SM209020)](/visma-net-erp/help/management/management-windows/document-templates-sm209020/) window. 1. In the [Document templates (SM209020)](/visma-net-erp/help/management/management-windows/document-templates-sm209020/) window, enter a name for the template you have created, and click ![icon-save](/media/visma-net-erp/icon-save.png).

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