Set Up and Add a New Client Class

Setting up and adding new client classes in SapphireOne helps in categorising clients for better management and reporting. This process ensures that all client classes are accurately defined and utilised.

1. Navigate to Client Class
   • Go to Accounts > Receivables > Class.
2. Initiate a New Class
   • Click the + button to create a new client class.
3. Enter the Class Details
   • Fill in the necessary fields such as Class ID, Class Name, and any other relevant details.
4. Save the Class
   • Finalise the setup by clicking the green tick button.

For more detailed information, refer to the Accounts > Receivables > Class article.