Use a template to create a new customer class

  1. Go to the Document templates (SM209020) window.
  2. Click to select the customer class template you want to use.
  3. Click Save to clipboard.
  4. Go to the Customer classes (AR201000) window.
  5. Click and from the drop-down list select Paste from [name of template].

You may have to click to empty the fields before you can paste the template into the fields.

  1. Enter the next free Class ID. The fields marked with * are mandatory.

If you are unsure of the next free number, click to open the Select - Class ID window.

  1. In the Description field, enter the name of your customer class.
  2. Change the settings to fit your new customer class.
  3. Click .

Related concepts

About customer classes

Related tasks

Copy one customer class to a new one

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

Related windows

Customer classes (AR201000)