Manage customers

Section Content

About customer account setup

Here are the high-level steps for creating a customer account:

About customer locations

If the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window, you can specify more than one location for a customer account, and each location can have specific settings.

About export types

Export types determine the automatically suggested sales account and VAT category on sales or customer invoice lines and sales order lines.

Create a customer

Delete customer

Make customer-specific changes

Add general information for a customer

Connect contact to customer

Add delivery settings for a customer

Add invoicing settings for a customer

Prepare to use electronic invoices for customers

When you enter the organisation number and the VAT registration number for the customer, and if this number exists in the AutoInvoice portal, Visma Net sets up the customer automatically so that you can send electronic invoices to this customer.

Add a payment method and a bank account to a customer

Set up invoice mailing for a customer

If you are setting up invoice mailings settings for a number of customers, you can consider to do this in the Customer classes (AR201000) window, see Set up invoice mailing for a customer class.

Configure mailing settings for dunning letters for a customer

If you want to make settings for dunning letter mailing for more than one customer, you can do this in the Customer classes (AR201000) window.