Create a customer
Before you start
To make it easier to create customers, you can first create customer classes and select one as your default. This way the customers you create afterwards will already have some default information filled in. See Create a customer class.
If you do not want to use the default customer class for the customer you are creating, you can select a different one on the General settings tab, in the section Financial settings. Visma Net immediately changes the related information.
Go to the Customers (AR303000) window.
Click
The fields marked with \* are mandatory.
to create a new customer, and enter the Customer name. The next available customer number is automatically added to the new customer when you save. The default Status for the new customer is Active.Add general information for a customer on the General information tab.
Add information on the Invoicing settings tab.
Add information on the Delivery settings tab.
On the General ledger accounts tab, check or select the customer ledger accounts/subaccounts you want to use for the general ledger transactions for the customer.
Click
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The system automatically adds the customer number when you save.
Related pages
Concepts
Tasks
- Make customer-specific changes
- Delete 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
- Add invoicing settings for a customer