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Overview

Customer settings allow you to configure specific settings for each customer. By default, these settings are inherited from the organization. You can identify where the settings are inherited from by the inheritance hint:
  • Inherited from Organization: The setting is inherited from organization settings
  • Inherited from Default Values: The setting uses the system default
  • Customer-specific Value: The setting has been set individually for this customer
Once a setting has been set individually for a customer, it can no longer be automatically inherited from the organization.

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Open Settings

1

Open Customer Details

Navigate to “Customers” and select the desired customer.
2

Open Settings Tab

Click on the “Settings” tab in the customer detail view.

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Electronic Invoice

Configure whether and in which format the customer should receive electronic invoices. All settings and details about electronic invoicing can be found under e-Invoice.

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Adjust Payment Term

The payment term is set to 14 days by default and is inherited from the organization. You can adjust the payment term individually for the customer.
Payment Term
The payment term applies to all new invoices for this customer. Existing invoices are not changed.

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Auto-send Documents

Disable this option to not automatically release invoices from a subscription. This allows you to review and adjust the invoice before sending.
Auto-send Documents
If this option is disabled, you must manually finalize and send invoices.

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Disable Payment Reminders

Disable this option to not send payment reminders for the customer. This disables both payment reminders and dunning notices for the customer.
Disable Payment Reminders
This setting only affects automatic payment reminders. Manual reminders can still be sent.

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Disable Dunning Fees

Disable this option to not charge dunning fees for the customer.
Disable Dunning Fees

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API

You can also retrieve and change customer settings via the API: 
GET /customers/{customerId}/settings
API Documentation