RESOLUTION
Credit Classes are a way of managing your collection process through auto-generated activities by defining a list or sequence of events and the criteria to base each of these events.
Customer are assigned to a Credit Class by default. This default setting is found under Admin > Settings & Utilities > Site Options > Options - Default Credit Class
To move or place your customers into a different Credit Class, you must first have an additional Credit Class setup.
To create a new Credit Class:
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Admin > Master File > Credit Class
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Verify the current Credit Classes using the drop-down
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Click the New button to create a new Credit Class
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Enter Credit Class ID and Description
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Set the Status to Active for InActive (leave as InActive if not processing)
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Click Add Customers to this Class to move customers from your ‘Default’ Credit Class to the new
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Using the filter builder and select column, select customers to assign and click the 'Update Customer' button
Additional ways to update customers and their Credit Class:
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Customer Info drop down > Credit - Edit and use drop down to change the Credit Class for individual customer
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Multiple customers: Admin > Master File > Customer
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Using the select column and the filter builder, select the customers to move or assign to a different Credit Class
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Click 'Edit Selected' button
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Select Credit Class option and select the Credit Class from the dropdown
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Click the 'Update' button