System Setup - Customers

Customer Defaults

This screen is used to set defaults that will be applied whenever a new customer is created in ESC. These settings can be overridden when entering the customer if desired. Default phone number labels are also defined here for use on the Enter Customers screen.

Important Note: Changes made on this screen will not affect existing customers. They will only apply to customers created from this point forward.

Default Late Charge Percentage

This field is used to set the default late charge percentage that will be assigned to a new customer when they are created on the Enter Customersscreen. When statements are generated in Receivables and if this customer has overdue invoices, a late charge will be added to the statement that is determined by this percentage. If ESC is integrated with QuickBooks or Peachtree, late charges are determined by the Receivables modules of those programs.

Default Customer Tax Code

This field is used to set the default tax code that will be assigned to new customers and locations when they are created on the Enter Customers screen.

Default Customer Labor Rate

This field is used to set the default labor rate that will be assigned to new customers and locations when they are created on the Enter Customers screen.

Default Customer Terms

This field is used to set the default terms that will be assigned to new customers and locations when they are created on the Enter Customers screen. Up to 12 characters can be entered in this field.

Default Trip Charge

This field is used to set the default trip or inspection charge that will be assigned to new customers and locations when they are created on the Enter Customers screen.

Default Phone Labels

Enter default labels for the labels for the four phone number fields that are available for each customer in the Enter Customers screen.

Selections for Phone Label Pull-down Menu

When entering customers on the Enter Customers screen, up to four separate phone numbers may be recorded for each customer. Separate labels for these phone numbers may be selected per customer depending on what kind of phone number it is (work phone, home phone, fax, or cell phone). Default labels for these four phone fields are defined here. Up to eight labels may be recorded here also as Phone Label Selections 1 thru 8, and these are available in a drop-down box for each of the four phone numbers per customer. These options are helpful when entering customers but they can also be ignored when if a more specific label is necessary.