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How to use customer categories for snowplowing

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  • How to use customer categories for snowplowing

    How to use customer categories for snowplowing.

    If you would like to set up a customer category for snowplowing and be able to generate invoices only for snowplow customers, follow this example.

    Make sure you are on the customer section and choose the customer category tab.

  • #2
    At the bottom of the screen click the new button on the Customer Category Types.

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    • #3
      In the category type description enter Snow Plow Customers or anything else that will help you describe this group. Then click the ok button.

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      • #4
        At the top of the screen click the new button on the Customer Categories.

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        • #5
          In the Category Type drop down window choose SNOWPLOW

          In the Category Description type in : Snow Plow Billing Customer Group

          Next bring customers in this group by highlighting them in the right window and dragging and dropping them to the left window or use the arrow buttons in the center. When you have brought all of your snowplow customers into this group click the ok button.

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          • #6
            Then when you are ready to generate your invoices for these customers, go to the invoice page, click on generate and choose Other Category. In the drop down box choose your Snow Plow Billing Customer Group. This will onlye generate invoices for them.

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