How to Create/Update a Customer Group
This article will outline the process of adding and modifying Customer Groups. These groups can be utilized to schedule invoices, facilitate automatic payments, and manage late fees.
- Navigate to the Customers section.
- Located on the left-hand side of the page is a drop-down menu.
- Utilizing the dropdown menu above, please select "Add new customer group"
- The subsequent pop-up will be displayed. Subsequently, enter the name of the Customer Group and select "Save".
Now you can assign your customers to the created group.
- To modify or add customers to a Customer Group, you need to select the customer(s) that you wish to assign to different Customer Groups.
- Utilize the drop-down menu situated on the left-hand side of the screen to select "Change Customer Group"
- Choose the Customer Group where you would like the customer(s) to be placed. Proceed by clicking on "Set Customer Group".
Your customer has now changed Customer Groups. A notification will briefly appear in the top right-hand corner of the screen confirming that the customer group has been updated. Please refer to the details below:
You can also confirm which group your customer(s) are in on the Customers page. See below: