Set up defaults for your customers - On the menu bar click Settings then click Customer Defaults.
- Edit the details on each tab as required, then click OK.
Customer default settings Record tab Defaults Select the values that apply to most of your customers including their country and, if you use the Foreign Trader module, currency. - Std Tax Code is the VAT tax code most commonly associated with your sales. If your sales are normally standard rated for VAT, choose T1. If you're not VAT registered we recommend using T9 so that a VAT value is not separated out from your sales figures
- Def N/C is the nominal code that is suggested by default if you generate a service invoice
Discounts | Discount % | Represents a discount that applies to the net value of all of your sales. | | Type | Sage 50 Accounts Professional only - You can choose from a range of discount types including those based on the invoice value or the quantity of items purchased. | | Price List | Sage 50 Accounts Professional only - You can set up a list of prices that is specific to one customer or a group of customers. If required, from the drop down list, you can select a default price list for new customers. | Account Status | Default | This is the account status that is assigned to each new customer record, like all default settings you can change this in their record if required. | | Terms agreed | If you have agreed terms with your customers before you start trading with them, select this check box. | Statements tab For each transaction type listed you can define the text that will appear on any customer statements you produce. - Invoices
- Credits
- Discounts
- Payments
Ageing/Due date tab Ageing periods help you with credit control, they total debts for each customer according to the age of the debt. You can choose to group debts by calendar month or by a number of days that you define. If you define your own periods you can then choose to start ageing debts from the transaction date or from the first day of the month following the transaction date. You can also choose whether you want to include debts dated after the period you are looking at in the balance for the customer. Sage 50 Accounts v28.1 and above - If you have customers or suppliers where invoices are due immediately, you can select the Payment due immediately when payment due days is set to zero check box. This means when a customer or supplier has a Payment Due setting of zero days, the invoice due date is the same as the invoice date. Discounts tab Sage 50 Accounts Professional only You can set up a discount structure that gives a discount based upon value of the sale. | Invoice Value | Enter the value at which the discount should apply. | | Discount % | Enter the percentage discount to apply at the value stated above. |
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