Customer Categories provide more options for sorting customers in reports or exports.
This chapter describes how you can provide a name for a Customer Category choice, add to its dropdown list, assign to Customers and use in Searches and Exports.
Export Customer Categories is a setting in Invoice Prefs to change the Invoices Export.
This option includes Customer Categories when you Export, All from Invoices Search.
Customer Categories provide more options for sorting customers in reports or exports.
This chapter describes how you can provide a name for a Customer Category choice, add to its dropdown list, assign to Customers and use in Searches and Exports.