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 Accounts > Receivables > Inquiry and select the Class item. Sapphire one will display the Client Class screen with a list of Client Classes already in the data file.
2. When the list of Client Classes is on screen, click the blue +  button on the main toolbar to create a new Class of Clients.
3. Enter the necessary fields such as Class ID, Class Name, and any other relevant details.
4. Finalise the new Client Class by clicking the green tick button on the main toolbar.

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