How to Create/Update a Customer Group

This article will explain how to add and modify Customer Groups. These groups can be used to schedule invoices, set up automatic payments, and handle late fees.

Proceed to the Customers section

Use the dropdown menu to select "Add new customer group" 😊

The following pop-up will appear. After that, please enter the name of the Customer Group and select "Save"

Customers can now be easily assigned to the created group.

In order to modify or add customers to a Customer Group, you only need to select the customer(s) that you want to assign to different Customer Groups.

Use the drop-down menu on the left-hand side of the screen to select "Change Customer Group".

Select the Customer Group where you'd like to place the customer(s). Then click "Save" to finalise the change

A notification will promptly appear in the top right-hand corner of the screen to confirm the change.

You can also check which group your customer(s) are in on the Customers page