Add a Customer Group

Use the New Custom Group dialog box to add a customer group.

To add a customer group

1. In the Invoices window, from the Tools menu, click Custom Group Editor. The Customer Groups window appears.

2. From the menu bar, click New Group. The New Custom Group dialog box appears.

Custom Group's ID (30 Char): Unique code that identifies the customer group. The ID can be up to 30 characters in length.

Custom Group's Description (100 Char - Optional): Description of the customer group, up to 100 characters in length.

3. Complete the information and then click OK.

4. To assign a customer to the customer group, see Add a Customer to a Customer Group.

Related Topics

Customer Groups