--- title: "Manage customers" lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/llms.txt # Manage customers Last modified February 19, 2026 --- [View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/) ## In this section - [About customer account setup](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/about-customer-account-setup/index.md): Here are the high-level steps for creating a customer account: - [About customer locations](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/about-customer-locations/index.md): If the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window, you can specify more than one location for a… - [About export types](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/about-export-types/index.md): Export types determine the automatically suggested sales account and VAT category on sales or customer invoice lines and sales order lines. - [Create a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/create-a-customer/index.md): Note 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… - [Delete customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/delete-customer/index.md): Go to the Customers (AR303000) window. In the Contact ID field, click to select the customer you want to delete. Click . Click OK to confirm that you want to… - [Make customer-specific changes](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/make-customer-specific-changes/index.md): Before you start To make it easier to create customers, you can Create a customer class and set one as default. Customer classes have a number of default… - [Add general information for a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/add-general-information-for-a-customer/index.md): Before you start Create 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… - [Connect contact to customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/connect-contact-to-customer/index.md): Go to the Customers (AR303000) window. In the Customer no. field, click to select the customer you want to add a contact to. In the Contacts tab, click Add… - [Add delivery settings for a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/add-delivery-settings-for-a-customer/index.md): Before you start Create a customer Add general information for a customer Add invoicing settings for a customer In some of the steps in this procedure, you only… - [Add invoicing settings for a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/add-invoicing-settings-for-a-customer/index.md): 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… - [Prepare to use electronic invoices for customers](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/prepare-to-use-electronic-invoices-for-customers/index.md): 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… - [Add a payment method and a bank account to a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/add-a-payment-method-and-a-bank-account-to-a-customer/index.md): Before you start For the previous step, see: Enable batch payments. Go to the Customers (AR303000) window. In the Customer no. field, select the customer you… - [Set up invoice mailing for a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/set-up-invoice-mailing-for-a-customer/index.md): 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… - [Configure mailing settings for dunning letters for a customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/configure-mailing-settings-for-dunning-letters-for-a-customer/index.md): 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. - [Set up e-mail invoices for one customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/set-up-e-mail-invoices-for-one-customer/index.md): Go to the Customers (AR303000) window. In the Customer no. field, select the customer. Go to the General information tab. Under Main contact, enter the… - [Set customer print and email preferences](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/set-customer-print-and-email-preferences/index.md): Before you start You send invoices and credit notes to your customers in different ways, and you can set the option the customer prefers, for each customer. You… - [Enable write-offs for customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/enable-write-offs-for-customer/index.md): Note If you do not enter a limit, Visma Net is not able to perform write-offs. - [Prepare to use AutoInvoice for a new customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/prepare-to-use-autoinvoice-for-a-new-customer/index.md): Create a new customer. Go to the Delivery settings tab. Under Default location settings, enter the Corporate ID and the VAT registration ID. Click . Go to the… - [Prepare to use AutoInvoice for an existing customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/prepare-to-use-autoinvoice-for-an-existing-customer/index.md): Go to the Customers (AR303000) window. In the Customer no. field, click to select the customer you want to send electronic invoices to. Go to the Invoicing… - [Preliminary configuration](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/index.md)