Customer defaults

Customer Defaults are a range of values and settings that are held centrally so that your records and transactions can be updated quickly with pre-defined information. By taking the time to set up your defaults, you can avoid a lot of duplicated effort entering repeated information as you create new records.

Record

Defaults

Country	The default country to use for any new customer records if required. You can still change the country in each individual customer record.
Currency	The default currency to use for new customers. Note: If the Regional Settings in the Microsoft^® Control Panel for your PC are set to English (Ireland), the default currency settings are is euro. Tip: This option is only available if the Foreign Trader module has been activated.
Std Tax Code	Choose the default tax code for any new customer records created. You can override this default setting when you enter individual transactions. Product invoicing takes the default VAT rate from the product record.
Def N/C	The default nominal code for now customer records and for when you generate service invoices for customers.
Fund	If you have set up the Charity/Non-Profit options in Settings > Company Preferences > Parameters, and created a Fund record, you can choose the Fund No/Name from this drop-down list .
Department	Sage Instant Accounts Plus and Sage 50 Accounts only The default department for new customers. The departments in this list are set up in the Departments window > Company > Links pane > Department.

Discounts

Discount %

If required, enter the default percentage discount that you want to apply to new customers.

No conditions need apply for this discount to be given; it is applied to the net amount of all invoice items you enter.

Type

Sage 50 Accounts Plus and Professional only

Choose a default additional discount for your customers using this drop-down list.

If you want to give an additional discount, this can be based on the value of a customer’s invoices or based on the quantity of products bought.

Choose the from the following:

No additional- Do not apply any extra discount.
Invoice Value:- Choose this additional discount type to apply discount based on the value of the invoice raised. The percentage discount that applies is calculated from the Customer Defaults Discounts tab, where ten different value ranges can be assigned different discount rates.
Discount A, B, C, D, E:- These options can be used to apply additional discount based on the quantity of products bought. These tables are set up using the Discount tab of each Product Record.

Price List

Sage 50 Accounts Plus and Professional only

If required, choose the default price list you require from the drop-down list.

Account status

Default

Sage Instant Accounts Plus and Sage 50 Accounts only

This is the account status that is assigned to each new customer record. You can still change this in each individual customer record.

Terms Agreed

To accept that terms have been agreed with all customers by default, select this check box.

Statements

Use these settings to record up to 60 characters of text that you want to appear on your statements for the transaction types.

Ageing

Seeing a customer's outstanding balances, grouped by the age of debt is a useful way of keeping track of the payment performance of a customer, and can act as a useful reminder for you to send debt chasing letters to them. Find out more

Discount

You can use this tab is used to set up a discount based on the value of an invoice raised, giving your customer more discount when they spend more money.

Invoices	The text you enter here appears as the description for each invoice on your statement.
Credits	The text you enter here appears as the description for each credit note on your statement.
Discounts	The text you enter here appears as the description for each discount on your statement.
Payments	The text you enter here appears as the description on your statement for each receipt.

Calendar Monthly Ageing	Select this to look at debts outstanding in a calendar month rather than by a certain number of days.
Period Ageing	Select this to specify ageing periods of a fixed number of days.
Start Period Ageing on first day of month after Transaction date	This only applies to Period Ageing and means the age is calculated from the first day of the month following the month in which the transaction occurs.
Include future totals in balance	Select this to include transactions dated after the ageing report date in the totals.