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  • Checkbook
  • Class ID
  • Credit Amount
  • Credit Limit Option: Defaults to Unlimited Credit if not specified.
  • Currency: Defaults to the Company module Preference 'Default Currency ID' if not specified.
  • Description
  • Discount Grace Period
  • Due Date Grace Period
  • Finance Charge Amount
  • Finance Charge Option: Defaults to None if not specified.
  • Inactive
  • Payment Terms
  • Tax Class

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the customer class record will be saved and the rest of the tabs will be visible and ready for edit.

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