---
title: "Customer categories"
description: "In this guide we will walk through how to create customer categories in Sapera."
url: https://support.sapera.io/en/articles/378-customer-categories
collection: "Customers (quickguides)"
updated: 2026-06-11
language: en
alternates: [da]
---

# Customer categories

In this guide we will walk through how to create customer categories in Sapera.

## How do I create a customer category?

If you want to create a new customer category, this is easily done by clicking the blue “+” icon in the top right corner.

![](https://staticfiles.gleap.io/gattachments/VYw7PM05UJY71rWZBbbLgoLlafRsKh9f88warWsDOozEuq1MeNWCIKeGSik0ZHbKQtHcAa6bsjC.png)

The following menu will now open with several different options and fields, where you can create a new customer category:

Customer categories are used to manage prices, payment terms, VAT, marketing and invoicing for different customer groups. Read [Customer categories](gleap://article/378) for more info.

![](https://staticfiles.gleap.io/gattachments/OXQZN1Y7F40J6g0lDxUDCdp1ybq7Ss6saQPgVqtHsgwFrrwpgnOTGOftb1hJeXqmSGXTmZQ9N6U.png)

Fill in the relevant fields and finish by clicking “Save and close”.

* * *

For a detailed walkthrough of fields such as payment terms, price types, EAN invoicing and VAT setup, see the full article:

[

Customer categories

This article explains how to access and create customer categories in Sapera

](https://support.sapera.io/en/articles/46-kundekategorier.md)