Default Customer Screen Field Reference

Field entry on the Default Customer screen is optional. You can enter data in as many or as few fields as you want. This screen field reference describes the following:

General tab

FieldDescription
Sort NameDisplays 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 SiteEnter the address of the Web site for the default customer.
E-mail AddressEnter the e-mail address for the default customer.
PhoneEnter the phone number for the default customer.
FaxEnter the fax number for the default customer.
Sales Tax AuthorityEnter 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 ChargeEnter 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 TypeClick to select the type of statement that will be printed for the default customer.
  • None
  • Open Item
Customer Classification Enter the code of the for the default customer or click to select the classification from a list.
StatusThis field is disabled. You can't set a status value for the default customer. New and imported customers have Active status.
MemoEnter any comments or notes about the default customer.
Tax Exempt NumberIf 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.
  • Main Address – The main address for the default customer.
  • Ship To – The shipping address for the default customer.
Street 1Enter the first line of the street address for the selected address type.
Street 2Enter the second line of the street address for the selected address type, if needed.
CityEnter the city for the selected address type.
StateClick to select the state or province for the selected address type.
ZipEnter the ZIP code or postal code for the selected address type.
CountryClick 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.