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How to Setup a New Billing Class

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In this tutorial, you will learn how to setup new billing classes and apply to a customer profile, giving that customer billing privileges.

Create Billing Class

  1. Setup | Point of Sale
  2. Setup | Billing Classes
    setup billing classes
  3. Click Star Icon
    billing class
  4. Enter name for new Billing Class
  5. Click OK
  6. Set Credit Limit for Billing Class
    set credit limit
  7. Click OK

Create Secure Billing Class

A Secure Billing Class restricts a customer from carrying a balance. Follow the same steps above. Set the Credit Limit to $0. The customers set to this Billing Class will have to make a payment to their account prior to the system allowing those people to make charges.

Assign to Customer

  1. Home | Customers
  2. Right-click Customer, select Modify
  3. Sales | Setup
  4. Toggle checkbox for Account Active
  5. Choose Billing Class
    choose billing class
  6. Click OK

 

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