Customer classes
/visma-net-erp/help/customer-ledger/customer-classes
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# Customer classes
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Create a customer class
/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class
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# Create a customer class
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. Click .
1. Enter the next free **Class ID**.
The fields marked with \* are mandatory.
> [!NOTE]
> If you are unsure of the next free number, click  to open the **Select - Class ID** window.
1. In the **Description** field, enter the name or description of your new customer class.
1. Add the rest of the information for this specific customer class. First on the **General information** tab, and then continue with the other tabs.
1. Click .
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Create a customer class template
/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class-template
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# 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  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  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 .
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Use a template to create a new customer class
/visma-net-erp/help/customer-ledger/customer-classes/use-a-template-to-create-a-new-customer-class
section
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# Use a template to create a new customer class
1. Go to the [Document templates (SM209020)](/visma-net-erp/help/management/management-windows/document-templates-sm209020/) window.
1. Click  to select the customer class template you want to use.
1. Click **Save to clipboard**.
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. Click  and from the drop-down list select **Paste from** [name of template].
> [!NOTE]
> You may have to click  to empty the fields before you can paste the template into the fields.
1. Enter the next free **Class ID**. The fields marked with \* are mandatory.
> [!NOTE]
> If you are unsure of the next free number, click  to open the **Select - Class ID** window.
1. In the **Description** field, enter the name of your customer class.
1. Change the settings to fit your new customer class.
1. Click .
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Copy one customer class to a new one
/visma-net-erp/help/customer-ledger/customer-classes/copy-one-customer-class-to-a-new-one
section
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# Copy one customer class to a new one
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. Next to the **Class ID** field, click  to select the customer class you want to use as a basis to create a new customer class.
1. Click  and from the drop-down list select **Copy**.
1. Click .
1. Click  and from the drop-down list select **Paste**.
1. Change any settings to fit the new customer class.
1. Click .
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Edit or delete customer classes
/visma-net-erp/help/customer-ledger/customer-classes/edit-or-delete-customer-classes
section
2026-02-19T17:09:06+01:00
# Edit or delete customer classes
## Edit a customer class
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  to select the customer class you want to make changes to.
1. Make your changes.
1. Click .
## Delete a customer class
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  to select the customer class you want to delete.
1. Click .
1. Click **OK**.
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Set a customer class as default
/visma-net-erp/help/customer-ledger/customer-classes/set-a-customer-class-as-default
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# Set a customer class as default
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. You are here: The **General information** tab.
1. Find the area Data entry.
1. In the **Default customer class ID** field, click  to select the customer class you want to use as default.
1. If you need to make changes to the default customer class, click .
1. In the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window, make your changes and click **Save and close**.
1. Click .
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Set customer class print and email preferences
/visma-net-erp/help/customer-ledger/customer-classes/set-customer-class-print-and-email-preferences
section
You can send documents to your customers in different ways, and set-up these options for each customer class individually.
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# 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.
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, select the customer class for which you want to configure the settings.
1. On **General information** tab, in the **Default print and email settings** section, select the option that suits the customer class the best:
1. **Print invoices** - to be printed, and then posted as a letter.
1. **Send invoices by email** - to be attached and sent in an email.
1. **Send invoices to AutoInvoice** - if you want invoices for this customer class to be sent directly to AutoInvoice.
1. Click .
You can also set the print and email preferences individually for each customer: see [Set customer print and email preferences](/visma-net-erp/help/customer-ledger/manage-customers/set-customer-print-and-email-preferences/)
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Send invoices by email
/visma-net-erp/help/customer-ledger/customer-classes/send-invoices-by-email
section
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# Send invoices by email
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  to select the customer class for which invoices should be sent by email.
1. Go to the **General information** tab.
1. Under **Default print and email settings**, select **Send invoices by email**.
1. Click .
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Set up invoice mailing for a customer class
/visma-net-erp/help/customer-ledger/customer-classes/set-up-invoice-mailing-for-a-customer-class
section
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.
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# 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.
For more information: [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/), [Set up invoice mailing for a customer](/visma-net-erp/help/customer-ledger/manage-customers/set-up-invoice-mailing-for-a-customer/).
## Before you start
If you are setting up invoice mailings settings for one customer, you can consider to do this in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, see [Set up invoice mailing for a customer](/visma-net-erp/help/customer-ledger/manage-customers/set-up-invoice-mailing-for-a-customer/).
1. Go to the **[Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/)** **[Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/)** window.
1. In the **Customer number** **Class ID** field, select the customer for which you want to configure the mailing.
1. Go to the **Mailing settings** tab.
1. In the **Mailings** table, click  and select **INVOICE** on the new row.
1. In the **Email account** column, select the email account from which the invoices will be sent.
1. In the **Report** column, select the report to be used for generating the invoices, which will be sent as an attachment.
1. In the **Notification template** column, select the **InvoiceNotification** template, which will be used to compose the body of the email.
1. In the **Format** column, select the attachment format.
> [!NOTE]
> If the format specified in this mailing does not match the format preferences of a contact, the attachment will be sent in the format preferred by the contact.
1. Select the **Active** check box for the mailing.
1. In the **Recipients** table, click .
1. In the **Contact type** column, select **Invoicing**.
> [!NOTE]
> The person that is displayed in the **Attention** field, in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window on the **Invoicing settings** tab, will be the recipient for the dunning letters.
1. Click .
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Set up dunning letter mailing for a customer class
/visma-net-erp/help/customer-ledger/customer-classes/set-up-dunning-letter-mailing-for-a-customer-class
section
You can also configure dunning letter mailing for one customer.
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# Set up dunning letter mailing for a customer class
You can also configure dunning letter mailing for one customer.
1. In the **Customer number** **Class ID** field, select the customer for which you want to configure the mailing.
1. Go to the **Mailing settings** tab.
1. In the **Mailings** table, click  to add a new role.
1. Select **DUNNINGLETTER**.
1. In the **Email account** column, select the e-mail account you want to use as your sender address.
1. In the **Report** column, select the report you want to use to generate the dunning letter document, which will be sent as an attachment.
1. In the **Notification template** column, select the **DunningLetterNotification** template, which will be the template for the body of the email.
1. In the **Format** column, select the attachment format. If the format you specify here is different from a contact's format preferences, the system will use the contact's preferences.
1. Select the **Active** check box for the mailing.
1. In the **Recipients** table, click  to add a new row.
1. In the **Contact type** column, select **Invoicing**. In the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window on the **Invoicing settings** tab, you can see the name of the dunning letter recipient in the **Attention** field.
1. Click .
See: [Configure mailing settings for dunning letters for a customer](/visma-net-erp/help/customer-ledger/manage-customers/configure-mailing-settings-for-dunning-letters-for-a-customer/)
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Make settings in the Customer classes window
/visma-net-erp/help/customer-ledger/customer-classes/make-settings-in-the-customer-classes-window
section
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# Make settings in the Customer classes window
## Before you start
[Add a text for dunning letters and reminders](/visma-net-erp/help/customer-ledger/manage-dunning-letters/add-a-text-for-dunning-letters-and-reminders/)
## Activate overdue charges and write offs for a customer class
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. Select a **Class ID**.
1. Go to the **General information** tab.
1. In the **Default financial and payment settings** section, select the **Apply overdue charges** check box.
1. Select the **Enable write-offs** check box.
1. In the **Write-off limit** field, enter the amount limit.
1. Go to **General ledger accounts** tab.
1. Enter the accounts and the subaccounts for write-offs.
1. Click .
## Select dunning letter/reminder texts
1. Go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
1. Select a **Class ID**.
1. Click the **Report text settings** tab.
1. Click  in the **Report text settings**.
1. In the **Notification ID** column, select **Dunning letter**.
1. If this is the first line you are adding, the **Level** column displays the number 1 automatically.
1. In the Report text code column, select the reminder text that you created in the previous process step.
1. Click .
1. Optional: Repeat the procedure to add more than one reminder/dunning letter level. In step 5, remember to change the number 1 to the next unused number for dunning letters.
> [!NOTE]
> If you have decided to have two or three reminders before you send the invoices to debt collection, inform the customer in the last letter that the invoice will be sent to the debt collector if you have not received their payment by the due date.
## What is next?
[Configure an overdue charge code](/visma-net-erp/help/customer-ledger/manage-credit-policy/overdue-charges/configure-an-overdue-charge-code/)
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Validate customer data in the Customer list
/visma-net-erp/help/customer-ledger/customer-classes/validate-customer-data-in-the-customer-list
section
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# Validate customer data in the Customer list
You can make settings in the [Countries/counties/postcodes (CS20400S)](/visma-net-erp/help/common-settings/common-settings-windows/countries-counties-postcodes-cs20400s/) and [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) windows, so that the system validates the data that comes in via AutoInvoice to the [Customer list (AR40101S)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-list-ar40101s/). Fields that are missing information will be marked with .
1. Go to the [Customer list (AR40101S)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-list-ar40101s/) window.
1. Select a **Customer class**.
1. Select a **Country**.
1. Select the correct check box for **AutoInvoice validation**.
1. The system validates the list of customers and the  is displayed where information is missing for customers that have the option **Send to AutoInvoice** set.
> [!NOTE]
> You can select a customer in the table and click **View customer** to go to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window and look at the details for a specific customer.
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About export types
/visma-net-erp/help/customer-ledger/customer-classes/about-export-types
page
Export types determine the automatically suggested sales account and VAT category on sales or customer invoice lines and sales order lines.
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# About export types
Export types determine the automatically suggested sales account and VAT category on sales or customer invoice lines and sales order lines.
You can set an **Export type** in the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) and [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) windows.
## Export type on customer location
When you have a customer with a location in a different country than the main location, requiring a different VAT calculation and sales account, you can give the location the appropriate export type. The system reads the **Export type** value from the customer location first, and if not set, from the customer class.
## Export type determines sales account and VAT category
Export types determine the:
+ sales account on sales documents
+ VAT category on sales documents for lines with item IDs
Generally, each **Export type** corresponds to one sales account and VAT category , according to the following table:
|Export type|Sales account|VAT category|
|---|---|---|
|**Domestic**|**Sales account**|**Sales VAT category**|
|**Domestic exempt VAT**|**Sales - non-taxable account**|**Exempt VAT sales VAT category**|
|**EU**|**Sales - EU account**|**Sales EU VAT category**|
|**Export**|**Sales - export account**|**Export VAT category**|
There are situations where the above table does not apply. For more information, see: [Suggested sales account](/visma-net-erp/help/sales/process-sales-orders/about-suggested-sales-accounts/) and [Suggested VAT category](/visma-net-erp/help/sales/process-sales-orders/about-suggested-vat-categories/).
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