Customer Defaults

On this page:

Menu Path:  Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Customer Defaults

You can enter default records to save time during the entry of new customer records. Each time you enter a new customer record, the system retrieves information from the default record. Use this option if specific information is the same for most of your organization's customers, such as customer type and payment terms.

You can change any or all defaults if needed.

Page Sections

The page includes the following sections:

• Autofill Section - This assigns a billing cycle, record status, and invoice and receipt messages that will default to new customer records. You may also indicate whether the billing address is the default service address (Autofill Service Address) and whether new customers are automatically given the service specified on the Miscellaneous Billing profile (Autofill Service).
• Setup Section - This defines the general billing parameters to default to new customer records, including the customer type, sales tax code, payment terms, and dunning message.
• Statements Section - This indicates whether customers should receive statements as well as the default statement type: Balance Forward or Open Item.

Update Customer Defaults

1. Choose the Customer Defaults page.
2. Update the fields as needed.
3. Click OK.