---
title: "Customer setup"
description: "Customer setup lets you override the customer category's default choices per customer and per organizational unit."
url: https://support.sapera.io/en/articles/112-customer-setup
collection: "Customers"
updated: 2026-06-12
language: en
alternates: [da]
---

# Customer setup

Customer setup lets you override the customer category's default choices per customer and per organizational unit.

### How do I access customer setup?

After creating a [customer](https://support.sapera.io/en/articles/142-kunder.md) in the Actor library, you can open Customer setup by clicking the "Customer setup" menu item under the specific customer.

![](https://staticfiles.gleap.io/ghelparticle/AcodgNCcCKoES6jEs7D6K5COmgbLM5z3p2cgU4HALNjuEUd9GpyoZwYkXwJC4LXyZQ6ZUsroaop.png)

Customer setup makes it possible to override the customer category's choices on the individual customer. The values can be overridden per organizational unit.

### Description of fields

**Customer category:** Specifies the type of customer, such as private customer, business customer, or a self-created customer category.

**Payment terms:** Defines the customer's payment terms, e.g. how many days the customer has to pay an invoice.

**Support EAN invoicing:** Specifies whether the customer can receive invoices via the EAN system.

**Support sending by email:** Determines whether invoices and other communication can be sent to the customer by email.

**Support email invoicing:** Specifies whether invoices in particular can be sent by email.

**Support invoice printing:** Indicates whether invoices can be printed for this customer.

**Use cost price:** Defines whether the customer's prices should be calculated based on the cost price of goods or services.

**Suppress reminders:** Specifies whether the customer should receive reminders for unpaid invoices.

**Default org. unit:** Identifies which organizational unit the customer belongs to, e.g. a specific department or location.

**Credit limit:** Specifies whether the customer has a fixed credit limit, or whether the limit can be exceeded.

**Is customer reference required:** Determines whether a customer reference must be filled in to complete transactions.

**Contact person required:** Specifies whether it is necessary to add a contact person for this customer.

**Is requisitioner required:** Defines whether a requisitioner must be specified on orders.

**Currency:** Specifies which currency should be used for the customer's transactions.

**Default sales price type:** Here you can add specific sales price types, such as campaign prices or "Black Friday" prices, that can be linked to the customer.

**Reminder run fee account:** Specifies which account should be used to handle fees for reminders.