Edit or delete customer classes
Edit a customer class
- Go to the Customer classes (AR201000) window.
- In the Class ID field, click
to select the customer class you want to make changes to. - Make your changes.
- Click
.
Delete a customer class
- Go to the Customer classes (AR201000) window.
- In the Class ID field, click
to select the customer class you want to delete. - Click
. - Click OK.
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
- Create a customer class template
- 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