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 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

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)