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Setting up or editing defaults

The Defaults tab is used to configure and maintain your client’s or supplier’s credit control and bank details.

To set up defaults
  1. Find and open the client or supplier.

  2. Click the Defaults tab.

  3. Select or enter the settings available on the Defaults tab.
    edit the available fields on the Defaults tab as required. See Defaults tab#Defaultstabfields.

  4. Click OK to save the information and close the Client or Supplier page.
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