Set system defaults to make it easier to run daily activities. Click "Defaults" under "Company Info" in the Setup Table.
*Note: you may want to complete the remainder of the setup table before you customize the drop downs in the default tab.
Editing Defaults
Next Customer/Invoice/Vendor/Purchase Order Number
Set up starting numbers to identify customers, invoices, vendors, and purchase orders (AlarmBiller will automatically increment by one as these values increase).
Accounting Lockdown Date
This feature prevents anyone from editing invoices, credits, or other data dated prior to the lockdown date.
Fiscal Year
Set to the start date of your business year.
Email RMR Payment Receipt
By selecting this option, your recurring customers who are set to autopay, and have an email address, will receive a payment receipt. This cannot be individualized per customer, it is an all customers or no customers option.
*Note: RMR stands for Recurring Monthly Revenue.
Recurring Invoice Memo
Enter a message that will appear on all of your Recurring Invoices, for example, "Thank you for your business!".
Remaining Fields
All of these fields can be over-ridden when adding customers, they are just defaults that will populate with the most commonly used selections.
Saving Defaults
click the “save” button in the upper right corner to update.