Lesson #136
Setup – System Preferences function
Entities System Preferences
Save time when entering new contacts and firms by specifying some defaults.
Autofill contact names
If you enable Autofill for Contact names, MR9 will autofill the Full Name field when individual name fields (First Name, Mi., Last Name, Salutation) are entered in individual contact listings. You choose which name fields automatically fill in and in which order.
Invoice options for firms
Default settings for new firms cover invoice options.
If you add late charges (one-time fee added to invoice balance after a certain number of days) and/or finance charges (monthly % of outstanding balance) to your invoices, you can set default percentages including up to 3 decimal placements. Similarly if you need to bill for state sales tax, you can include your sales tax rate as a percentage including up to 3 decimal placements.
You can specify how many days old an invoice has to be when you haven’t received payment yet before MR9 counts it as being past due and notifies you to start collection efforts.
You can also have MR9 detail services on invoices as the default for new firm entries.
You can change defaults for individual firms in their Firm listing.
TL;DR: Set default invoice options for new clients.
MR9 concepts in this lesson
Firm: Company you do business with.
