Visma eAccounting Pro

Process multiple customers

In Visma eAccounting Pro you can update and delete/pseudonymise multiple customers in one go via the Process multiple customers button.

Update customer information

Go to Sales - Customers.
Select the checkbox next to the customers you want to update.
Choose Process multiple customers.
Make the changes you want.
Select Save.

For non-profit organisations and economic associations, it's also possible to separate your members from your customers.

Delete or pseudonymise customers

Go to Sales - Customers.
Select the checkbox next to the customers you want to delete or pseudonymise.
Choose Process multiple customers.
Choose Delete, Delete or pseudonymise or Pseudonymise. The button changes its name depending on whether or not you have a sales history of your customers.

You cannot delete customers that have been invoiced, but you can pseudonymise customers as long as their invoices have been paid.

Related topics

	Add customer
	Delete customer
	Deactivate customer
	Edit customer information