Create a customer class template

1. Go to the Customer classes (AR201000) window.
2. In the Class ID field, click to select the customer class you want to use as a template.
3. Make any changes to the settings, to fit your new template.
4. Click and from the drop-down list select Save as template….
5. If a separate window does not open, go to the Document templates (SM209020) window.
6. In the Document templates (SM209020) window, enter a name for the template you have created, and click .

Related pages

Concepts

• About customer classes

Tasks

• Copy one customer class to a new one
• Use a template to create a new customer class
• Create a customer class
• 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)