Create a customer class
Go to the Customer classes (AR201000) window.
Click
.Enter the next free Class ID.
The fields marked with \* are mandatory.
Note
If you are unsure of the next free number, click
to open the Select - Class ID window.
- In the Description field, enter the name or description of your new customer class.
- Add the rest of the information for this specific customer class. First on the General information tab, and then continue with the other tabs.
- Click
.
Related pages
Concepts
Tasks
- Copy one customer class to a new one
- Use a template to create a new 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