A/R Customer Groups Screen

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About Customer Groups

About Setting Up Customer Records

Overview

You use the A/R Customer Groups screen to create customer groups to which you can assign customers. Use customer groups to:

You can create as many customer groups as you want, but you must create at least one.

For an overview of customer groups, see About Customer Groups.

Credit Tab

You use the Credit tab to enter a credit limit and an overdue for the customer group.

You also specify whether you can edit these limits for customers and national accounts you assign to the group.

Group Tab

You use the Group tab to:

Invoicing Tab

You use the Invoicing tab to:

Optional Fields Tab

You use the Optional Fields tab to:

When you add a new customer group record, optional fields that you set up for automatic insertion in customer group, national account, and customer records automatically appear on this tab, along with their default values. For more information, see About Customer Optional Fields.

Statistics Tab

You use the Statistics tab to: