---
title: "Set up invoice mailing for a customer"
description: "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."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/set-up-invoice-mailing-for-a-customer/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/llms.txt


# Set up invoice mailing for a customer

Last modified February 23, 2026

> 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.


For more information: [Customer classes (AR201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md), [Set up invoice mailing for a customer class](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-classes/set-up-invoice-mailing-for-a-customer-class/index.md).

## Before you start

If you are setting up invoice mailings settings for a number of customers, you can consider to do this in the [Customer classes (AR201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md) window, see [Set up invoice mailing for a customer class](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-classes/set-up-invoice-mailing-for-a-customer-class/index.md).

1. Go to the **[Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md)** **[Customer classes (AR201000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/index.md)** window.
1. In the **Customer number** **Class ID** field, select the customer for which you want to configure the mailing.
1. Go to the **Mailing settings** tab.
1. In the **Mailings** table, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) and select **INVOICE** on the new row.
1. In the **Email account** column, select the email account from which the invoices will be sent.
1. In the **Report** column, select the report to be used for generating the invoices, which will be sent as an attachment.
1. In the **Notification template** column, select the **InvoiceNotification** template, which will be used to compose the body of the email.
1. In the **Format** column, select the attachment format.

> [!NOTE]
> If the format specified in this mailing does not match the format preferences of a contact, the attachment will be sent in the format preferred by the contact.

1. Select the **Active** check box for the mailing.
1. In the **Recipients** table, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).
1. In the **Contact type** column, select **Invoicing**.

> [!NOTE]
> The person that is displayed in the **Attention** field, in the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window on the **Invoicing settings** tab, will be the recipient for the dunning letters.

1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/about-customer-account-setup/index.md">About customer account setup</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/about-preliminary-configuration/index.md">About preliminary configuration</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/make-customer-specific-changes/index.md">Make customer-specific changes</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/delete-customer/index.md">Delete customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/create-a-customer/index.md">Create a customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/set-customer-print-and-email-preferences/index.md">Set customer print and email preferences</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/prepare-to-use-electronic-invoices-for-customers/index.md">Prepare to use electronic invoices for customers</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/enable-write-offs-for-customer/index.md">Enable write-offs for customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/set-up-e-mail-invoices-for-one-customer/index.md">Set up e-mail invoices for one customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/configure-mailing-settings-for-dunning-letters-for-a-customer/index.md">Configure mailing settings for dunning letters for a customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/add-a-payment-method-and-a-bank-account-to-a-customer/index.md">Add a payment method and a bank account to a customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/add-delivery-settings-for-a-customer/index.md">Add delivery settings for a customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/add-general-information-for-a-customer/index.md">Add general information for a customer</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-customers/add-invoicing-settings-for-a-customer/index.md">Add invoicing settings for a customer</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md">Customers (AR303000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md">Customer ledger preferences (AR101000)</a></li>
</ul>


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