Set system-wide defaults for Firms.
Continued from Customizing global preferences.
Enter the amount as a percentage (e.g., “2.000”) you charge as a one-time account service fee on past-due invoices.
Enter the amount as a percentage (e.g., “1.200”) you charge monthly on past-due invoices. The finance charge is calculated once a month for all open invoices.
Enter the sales tax rate as a percentage (e.g., “7.000”) for your state.
Enter the number of business days past the payment terms of invoices for clients to render payment before RB9 notifies you to start collection efforts.
Click to select Yes to have services listed on the firm’s invoices as the default for new firm entries. You can turn it off on individual firms in the Additional pane of the firm’s listing. See Entering additional firm information.