Copy one customer class to a new one

1. Go to the Customer classes (AR201000) window.
2. Next to the Class ID field, click to select the customer class you want to use as a basis to create a new customer class.
3. Click and from the drop-down list select Copy.
4. Click .
5. Click and from the drop-down list select Paste.
6. Change any settings to fit the new customer class.
7. Click .

Related pages

Concepts

• About customer classes

Tasks

• Use a template to create a new customer class
• Create a customer class
• Create a customer class template
• Edit or delete customer classes
• Set a customer class as default
• Make settings in the Customer classes window
• Set up dunning letter mailing for a customer class
• Set up invoice mailing for a customer class
• Send invoices by email
• Set customer class print and email preferences
• Set up a dunning letter mailing
• Enable or disable write-offs
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)