Guides - Debtor groups
Debtor groups
When you press on 'Debtor groups' in the right top corner of your debtor overview, you will be able to divide your debtors in to different debtor groups. On this page you should choose 'Create debtor group'. Next, you have to give the group a group name. You can e.g. divide them in to groups called 'Municipalities' or 'Businesses'. You decide which groups to create and thereby fit in with your customers/debtors. These groups will provide you with a better overview of all your debtors. When you have created the groups you need you can place your debtors in these. You can place them every time you create a new debtor. Otherwise, you can also place debtors that you have already created by choosing 'Edit' opposite the debtor you wish to place in a group. |