Set up invoice mailing for a customer class

For more information: Customers (AR303000), 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) window, see Set up invoice mailing for a customer.

1. Go to the Customers (AR303000) Customer classes (AR201000) window.
2. In the Customer number Class ID field, select the customer for which you want to configure the mailing.
3. Go to the Mailing settings tab.
4. In the Mailings table, click and select INVOICE on the new row.
5. In the Email account column, select the email account from which the invoices will be sent.
6. In the Report column, select the report to be used for generating the invoices, which will be sent as an attachment.
7. In the Notification template column, select the InvoiceNotification template, which will be used to compose the body of the email.
8. In the Format column, select the attachment format.

1. Select the Active check box for the mailing.
2. In the Recipients table, click .
3. In the Contact type column, select Invoicing.

1. Click .

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
• Send invoices by email
• Set customer class print and email preferences
• Set up a dunning letter mailing
• Enable or disable write-offs
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)