Set customer class print and email preferences

1. Go to the Customer classes (AR201000) window.

2. In the Class ID field, select the customer class for which you want to configure the settings.

3. On General information tab, in the Default print and email settings section, select the option that suits the customer class the best:

4. Print invoices - to be printed, and then posted as a letter.

5. Send invoices by email - to be attached and sent in an email.

6. Send invoices to AutoInvoice - if you want invoices for this customer class to be sent directly to AutoInvoice.

7. Click .

You can also set the print and email preferences individually for each customer: see Set customer print and email preferences

Related pages

Concepts

• About customer classes

Tasks

• Copy one customer class to a new one
• Use a template to create a new customer class
• Create a customer class
• Create a customer class template
• Edit or delete customer classes
• Set a customer class as default
• Make settings in the Customer classes window
• Set up dunning letter mailing for a customer class
• Set up invoice mailing for a customer class
• Send invoices by email
• Set up a dunning letter mailing
• Enable or disable write-offs
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)