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Customer Groups

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Customer Groups

Last Updated: 10 November 2026

What customer groups do, where to find them, and how to edit or delete a group.

Add New Customer Group

Last Updated: 10 November 2026

Create a customer group and set its discounts, notes and terms, payment defaults, monthly statements, trade billing and portal access.

Group Customers | Assign Customer to Group

Last Updated: 10 November 2026

Put a customer into a group such as Trade or VIP from their page, or move several customers at once with Bulk actions.