Set a customer class as default

1. Go to the Customer classes (AR201000) window.
2. You are here: The General information tab.
3. Find the area Data entry.
4. In the Default customer class ID field, click to select the customer class you want to use as default.
5. If you need to make changes to the default customer class, click .
6. In the Customer classes (AR201000) window, make your changes and click Save and close.
7. 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
• Create a customer class template
• Edit or delete customer classes
• 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)