Make customer-specific changes

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 settings, so many fields will automatically be filled in.

However, you can still edit some of the automatically filled-in fields in order to set individual preferences.

1. Go to the Customers (AR303000) window.
2. In the Customer no. field, click to select the customer you want to make changes to.
3. Make your changes.
4. Click .

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• 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
• Add invoicing settings for a customer

Windows

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