Defaults

The ``Defaults'' panel(see figure 3.4) allows you to

  
Figure 3.4: Setup defaults panel

specify certain defaults:

Service charge rate

This rate is applied to any delinquent balances.

Minimum service charge

For any delinquent accounts, this value is the minimum service charge.

Tax rate

This value is used on the invoice window. If you enter an item on the invoice screen that is taxable, that total is multiplied by this tax rate to determine the tax.

Payment types

These values must be one word separated by one or more spaces. These values appear on the invoice window to allow you to enter the payment type. You can modify these values accordingly to whatever payment types you accept. Typical values are: Cash, Check, Visa, Discover, AmericanExpress. Note: See how we made ``AmericanExpress'' one word with no blank between ``American'' and ``Express''. Remember, each value entered here must be one word long.

Default city

This city value is automatically populated on the client window when you go into ``Add Mode''. For example, if most of your customers reside in Fooville, then you would enter Fooville to save yourself from entering Fooville for each new customer.

Default state

This state value is automatically populated on the client window when you go into ``Add Mode''.

Default zip

This zip code value is automatically populated on the client window when you go into ``Add Mode''.