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Manage customer groups

Customer groups bundle defaults and a credit-limit policy so every customer in the group is treated consistently. Set the group up once and assign customers to it.

Beginner3 steps~2 min
1

Open Customer groups.

From Accounts Receivable, choose Customer groups to see the groups you already have.

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Open Customer groups.
2

Create a group.

Give it a code and name, then choose the credit-limit policy — manual, shared across the group, or auto-scored.

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Create a group.
3

Your group appears in the list.

You can now assign customers to it when you add or edit them.

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Your group appears in the list.