Add invoicing settings for a customer

Before you start

Create a customer

Add general information for a customer

In some of the steps in this procedure, you only have to check that the information is correct for the customer you are creating.

1. Go to the Customers (AR303000) window. Click on the Invoicing settings tab.

2. Optional: In the Invoice address section, you can add an address that differs from the main address - for invoicing. If the address is the same, select the Same as main check box.

3. Optional: In the Invoice contact section, you can add a contact that differs from the main contact - for invoicing. If the contact is the same, select the Same as main check box.

4. Optional:In the Parent account field, you can select a bank account to be the parent account of the currently selected customer account.

   Note

   This field and a list of accounts are only available if the Consolidate balance and Consolidate statements check boxes are selected for the selected customer account.

5. In the Print and e-mail settings section, it is important to decide how you want to send different customer documents. For example, you should not select both Print invoices and Send invoices by e-mail for the same customer. Print and email settings:

6. Click .

What is next?

Add delivery settings for a customer

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add delivery settings for a customer
• Add general information for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)