---
title: "Use a template to create a new customer class"
description: "Note You may have to click Note If you are unsure of the next free number, click \u003cimg src=\"/media/visma-net-erp/icon-select.jpg\" alt=\"icon-select\" loading=“lazy” decoding=“async” to open the Select - Class ID window."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-classes/use-a-template-to-create-a-new-customer-class/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-classes/llms.txt


# Use a template to create a new customer class

Last modified February 23, 2026

> Note You may have to click Note If you are unsure of the next free number, click <img src="/media/visma-net-erp/icon-select.jpg" alt="icon-select" loading=“lazy” decoding=“async” to open the Select - Class ID window.


1. Go to the [Document templates (SM209020)](https://docs.vismasoftware.no/visma-net-erp/help/management/management-windows/document-templates-sm209020/index.md) window.
1. Click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select the customer class template you want to use.
1. Click **Save to clipboard**.
1. Go to the [Customer classes (AR201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md) window.
1. Click ![icon-clipboard-with-arrow](https://docs.vismasoftware.no/media/visma-net-erp/icon-clipboard-with-arrow.png) and from the drop-down list select **Paste from** [name of template].

> [!NOTE]
> You may have to click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) 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 ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) 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 ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/about-customer-classes/index.md">About customer classes</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/copy-one-customer-class-to-a-new-one/index.md">Copy one customer class to a new one</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class/index.md">Create a customer class</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class-template/index.md">Create a customer class template</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/edit-or-delete-customer-classes/index.md">Edit or delete customer classes</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/set-a-customer-class-as-default/index.md">Set a customer class as default</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/make-settings-in-the-customer-classes-window/index.md">Make settings in the Customer classes window</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/set-up-dunning-letter-mailing-for-a-customer-class/index.md">Set up dunning letter mailing for a customer class</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/set-up-invoice-mailing-for-a-customer-class/index.md">Set up invoice mailing for a customer class</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/send-invoices-by-email/index.md">Send invoices by email</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-classes/set-customer-class-print-and-email-preferences/index.md">Set customer class print and email preferences</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-dunning-letters/set-up-a-dunning-letter-mailing/index.md">Set up a dunning letter mailing</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/enable-or-disable-write-offs/index.md">Enable or disable write-offs</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-mailings/set-up-mass-processing-of-mailings/index.md">Set up mass processing of mailings</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-payments-and-applications/track-customer-prepayments/index.md">Track customer prepayments</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md">Customer classes (AR201000)</a></li>
</ul>


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-classes/use-a-template-to-create-a-new-customer-class/)