Create a customer class

  1. Go to the Customer classes (AR201000) window.
  2. Click .
  3. 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 or description of your new customer class.

  2. Add the rest of the information for this specific customer class. First on the General information tab, and then continue with the other tabs.

  3. Click .

Related concepts

About customer classes

Related 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

Related windows

Customer classes (AR201000)