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 2026-02-19T17:09:06+01:00 # 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 ![icon-select](/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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window. 1. Click ![icon-clipboard-with-arrow](/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](/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](/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](/media/visma-net-erp/icon-save.png).

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