The default rate chart(s) are used when a customer does not have a rate chart(s) set in the Accounting tab of the customer record. You can change the default rate chart(s) by using Set As Default Chart… option.
Instructions
Go to Maintenance > Rate Charts.
Right-click on the Base Rate, Items, and/or Surcharges rate you would like to set as a default and select Set As Default Chart…
Example
You have a customer that does not have Rate Charts assigned on their customer record.
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Tip |
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Quick Tip : When you click the down arrow button under Rate Charts, no checkmark in front of the chart type means that a rate chart is not assigned. |
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