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How Can I select a Billing Group for a specific Customer?
How Can I select a Billing Group for a specific Customer?

Selecting a Billing Group for a specific customer ensures accurate invoicing and tailored financial management.

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Written by Support Turnsapp
Updated over 3 months ago

Selecting a Billing Group for a specific Customer:

Logging In

Log in to the Business Manager using your authorized credentials to ensure secure access.

Navigating to the Customer Section

From the home screen, select "Customer" to access the customer management interface.

Selecting the Customer

On the Customer page, locate and select the customer for whom you wish to assign a Billing Group. Click the edit icon in the Action column to proceed.

Choosing a Billing Group

In the Edit Customer page, scroll down to the "Customer Type" section. Click on the "Select Billing Group" option and choose the appropriate billing group from the dropdown menu.

Saving Changes

Click "Update" to save your changes and apply the selected Billing Group to the customer.

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