To add product codes to customer types
Use the following steps to set up the rates associated with a customer type:
- From Customers, select Set up module > Customer types to open the Set up customer types window.
- Click New.
- Enter a unique code to represent the specific group or type in the Type field.
- Enter the full name of the customer type in the Description field.
- Enable the Is a Company option if you want to link other records to records with this customer type.
- Enable the Is a Member option if the companies or individuals to be classified within this type are customers.
- Enter the Billing Codes that were set on the Set up products window (from Billing, select Set up module > Products). These entries dictate the dues products that will be automatically billed for each customer type. Only link dues products that should be billed to all customers within the type. Do not enter add-on products that are optional or that vary from customer to customer.
Caution! Unless all line items for the type are complimentary or are to be billed zero dollars, do not insert a product in the first line that will have a zero price amount, such as a complimentary product. When a product line item is billed and a zero amount has been set, the Paid Thru date will automatically advance.
- Enable the Comp option if the dues product will be provided at no charge (complimentary) for this customer type.
- Enter a Fixed Amount if a fixed rate applies to all or most customers of this type.
- Enable the Bill Company option if the parent company is to receive the bill for customers of this customer type that are linked to it.
- Click Save.