This field is only enabled if you select the Allow Credit Card Payments check box on the General tab. Enter the default code you want to use for your AR Clerk or use the Lookup to select one. The code you select here appears by default in the AR Set Up Batch and AR User Login windows, but you can change it when you create a new batch.

From the drop-down, choose the default country for your customers. This will be the default for your customers on the Billing/Shipping tab in the AR Customers window, but you can change it.

Select this check box to pre-define your customer numbering scheme and have the system automatically increment your customer numbers when you create new customer records.

For example, if you would like your customer numbering scheme to start at 001, enter 001 in this field. In the AR Customers window, the Number field will default to 001. You can override this number when you create a customer record.

Enter a numeric value of up to 50 characters in this field.

Select this check box if you want the system to generate the customer number when you save the customer record. The number generated will be based on the number in the Use Next Customer Number field. This prevents duplicate customer numbers.

If you want to edit new customer numbers in the AR Customers window, leave this unchecked.

To use this feature, you must use Stay in Add Mode on Save.

If you select this option, the AR Customers window displays the Notes tab by default when you first open the window.

If you select this option, the AR Customers window displays the Credit/Collection tab by default when you first open the window.

This field only appears in Denali Fund and if you set up integration to NeonCRM. This Code will be the default AR Code in the AR Import Accounts from NeonCRM window. You can change the default in that window and you can leave this field blank.