Customer list (AR40101S)
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
The window toolbar
- View customer
- Opens the Customers (AR303000) window so that you can view the selected customer account.
The top part
- Customer class
- The customer class for which you want to display the customer accounts.
- Status
The status of the customer accounts you want to display. You can select one of the following options:
- Active
- accounts that are in use.
- On hold
- accounts that are not completed; editing or additional information is needed.
- Credit hold
- accounts for which no invoices may be entered, because some payments have not been received.
- Inactive
- accounts that are set to Inactive.
- One time
- accounts marked as one-time customers.
- Country
- The customer’s country.
- AutoInvoice validation (B2B)
- When this check box is selected, the AutoInvoice validation is used on the displayed customers.
- AutoInvoice validation (B2C)
- When this check box is selected, the AutoInvoice validation is used on the displayed customers.
The table
- Customer no.
- The ID of the customer account.
- Customer name
- The name of the customer as it is displayed in the system.
- Address 1
- The first line of the customer’s address.
- Postcode
- The customer’s postcode.
- City
- The customer’s city.
- Country
- The customer’s country.
- Corporate ID
- The customer’s company ID, associated with the location.
- Attention
- The customer’s main contact attention line.
- Phone 1
- The default phone number of the customer.
- The email address of the customer as a business entity.
- Last sale
- The date when the last sale has been made to the customer.
- Status
- The status of the customer. Accordant with the status selected in the top part of the window.
- Customer class
- The class to which the customer is assigned. Accordant with the customer class selected in the top part of the window.
- Address 2
- The second line of the customer’s address.
- Address 3
- The third line of the customer’s address.
- County
- The customer’s county or province.
- Finvoice contract ID
- The ID of the customer’s Finvoice contract, if applicable.
- Finvoice intermediator ID
- The ID of the customer’s Finvoice intermediator, if applicable.
- Phone 2
- An additional phone number of the customer.
- Print dunning letters
- A check box that, if selected, indicates that dunning letters for the customer can be printed in the Print/release dunning letters (AR522000) window.
- Print invoices
- A check box that, if selected, indicates that invoices for the customer can be printed in the Send invoices (AR508000) window.
- Send dunning letters by email
- A check box that, if selected, indicates that you can send dunning letters for the customer by email in the Print/release dunning letters (AR522000) window.
- Fax
- The fax number of the customer.
- Send invoices to AutoInvoice
- When this check box is selected, invoices for the customer are sent to AutoInvoice.
- Send invoices to AutoInvoice as banking e-Invoice (Norway)
- When this check box is selected, invoices for the customer are sent to AutoInvoice as a banking e-invoice. This applies to Norway only.
- Send statements by email
- A check box that, if selected, indicates that statements for the customer can be sent by email to the customer in the Print statements (AR503500) window.
- Terms
- The ID of the payment terms used in operations with the customer.
- Send invoices by email
- A check box that, if selected, indicates that you can send invoices for the customer by email in the Send invoices (AR508000) window.
- VAT registration ID
- The customer’s taxpayer ID associated with the location.
- VAT zone
- The VAT zone of the customer’s default location.