Customer
Defaults
How Do I...
To set up or review customer defaults, select
Default Information from the Maintain menu, and choose Customers.
Sage 50 lets you set up default information for customers. Use this
feature like a template or model upon which to build all your customer
records. Enter the most common information in Customer Defaults. Then,
when you set up new customers and enter transactions, the default information
is automatically included in those customer records and transactions.
In most cases, you won't have to enter anything. A name and address is
all that's required; then you're ready to invoice!
Learn More
Setting
up finance charges
Before you can charge your customers finance charges, you
have to use the Finance Charges
tab to set up finance charge defaults, such as percents and limits.
Set
up finance charges
Setting
up a new customer
Once you've entered the default information that governs
how Sage 50 treats customers generally, you're ready to set up individual
customers in Maintain Customers/Prospects.
Set up a customer
Setting
up sales taxes
Help
with specific fields or folders
Default information for customers includes:
- Standard customer payment
terms
- General Ledger accounts for
sales and discounts that determine how your income and budget reports
will look
- Aging information for invoices
due
- Custom field labels
- Finance charge rules
- Customer payment methods
Most of this information is set up for you during New
Company Setup. However, you can change these defaults at any time.