- To set up or review customer statement and invoice defaults, select Default Information from the Maintain menu, and choose Statement/Invoices.
Sage 50 lets you set up default information for printing customer statements and sales invoices. These options let you customize your customer statements and invoices including print options and dunning messages. The defaults you enter here are used throughout Sage 50. You cannot customize this information for an individual customer.
Setting up finance charges
Before you can charge your customers finance charges, you have use the Finance Charges tab to set up finance charge defaults.
Setting up customers
Setting up customers in Sage 50 is a two-step process:
- First, you set up common or default information that tells Sage 50 generally how you want to treat issues such as account aging and finance charges.
- Then you are ready to set up individual customers with their own unique account information.