General tab
| Field | Description |
|---|---|
| Sort Name | Displays the text used for sorting customer names in lookup lists and reports. The sort name is based on the first 20 characters in the Name field in upper case. If you want to override the sort name for the default customer, enter the sort name. |
| Web Site | Enter the address of the Web site for the default customer. |
| E-mail Address | Enter the e-mail address for the default customer. |
| Phone | Enter the phone number for the default customer. |
| Fax | Enter the fax number for the default customer. |
| Sales Tax Authority | Enter the code of the default sales Tax Authority
to
be used when you create an invoice for the default customer or click
to select the default sales tax authority from a list. |
| Finance Charge | Enter the code of the default finance charge to be used
when you create an invoice for the default customer or click to
select the default finance charge from a list. |
| Statement Type | Click  to select the type of statement that will be printed for the default customer.
|
| Customer Classification | Enter the code of the for the default customer or click
to select the classification from a list.
|
| Status | This field is disabled. You can't set a status value for the default customer. New and imported customers have Active status. |
| Memo | Enter any comments or notes about the default customer. |
| Tax Exempt Number | If needed, enter the tax exempt number for the default customer. |
Address Information - You can store up to two addresses for the default customer. Click  to copy the displayed address type to the Windows clipboard. Click  to view the location using Google Maps. Tip: Select the country first so that the appropriate jurisdictions are available.
| |
| Address Type (unlabeled) | Click to select the address type to be displayed.
|
| Street 1 | Enter the first line of the street address for the selected address type. |
| Street 2 | Enter the second line of the street address for the selected address type, if needed. |
| City | Enter the city for the selected address type. |
| State | Click to select the state or province for the selected address type. |
| Zip | Enter the ZIP code or postal code for the selected address type. |
| Country | Click to select the country for the selected address type. |
User-Defined Fields tab
Note: If any user-defined fields exist for this function, this tab appears.
You can create User-Defined Fields screen to customize this screen. If any user-defined fields exist for this function, they appear on this tab. Complete the user-defined fields as needed.