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.

Navigate to the Customers section.

Located on the left-hand side of the page is a convenient drop-down menu.

• 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"

Now you can easily assign your customers to the created group. It's simple and convenient!

• To modify or add customers to a Customer Group, you simply need to select the customer(s) that you wish 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 finalize the change

You'll see a quick notification pop up in the top right-hand corner of the screen confirming the change.

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