Save time when entering new contacts and firms by specifying some defaults.<\/p>\n
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.<\/p>\n
Default settings for new firms cover invoice options.<\/p>\n
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.<\/p>\n
You can specify how many days old an invoice has to be when you haven\u2019t received payment yet before MR9 counts it as being past due and notifies you to start collection efforts.<\/p>\n
You can also have MR9 detail services on invoices as the default for new firm entries.<\/p>\n
You can change defaults for individual firms in their Firm listing<\/a>.<\/p>\n TL;DR: Set default invoice options for new clients.<\/strong><\/p>\nMR9 concepts in this lesson<\/h4>\n