What Is a Credit Class?
A credit class in Sage AR Automation is a group of customers managed under the same automation rules.
These rules determine how automated workflows—such as communications, payment options, and reminders—are applied consistently to similar customer types.
How to Mass Update Customers to a Different Credit Class
Follow the steps below to move multiple customers to a new credit class:
Navigate to the Customer List
Go to Admin → Master Files → Customer.
Select Customers to Update
You can manually select specific customers using the checkboxes next to their names.
Alternatively, use the Filters option to identify a subset of customers that meet the criteria for the new credit class.
Confirm Your Selection
Once customers are selected—either manually or via the filter—they will remain highlighted in the list.
Edit the Selected Customers
Click Edit Selected.
Check the Credit Class box, then use the dropdown menu on the right to choose the new credit class you want to assign.
Save the Update
Click Update to apply the changes to all selected customers.
Example
In this example, multiple customers are selected and updated to a new credit class in bulk.
The Edit Selected menu allows you to quickly apply the same change to many accounts at once.