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.
- Go to the Customers (AR303000) window.
- In the Customer no. field, click
to select the customer you want to make changes to. - Make your changes.
- Click
.
Work process overview
Get started with dunning letters
Related windows
Customer ledger preferences (AR101000)
Related concepts
About preliminary configuration
Related tasks
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
