Frequently Asked Questions

I always want to use the same revenue account when I sell to a particular customer
Last Updated 3 years ago

On the customer record there is a field called "Default Sale Account". If you select an account in this field then whenever you add a new line item to a sale for this customer this "Default Sale Account" will be automatically populated on the sale line item for you along with any defaults assigned to that account.
For example, if you provide professional services to a customer and always bill them as such then you can assign the "Professional Services" revenue account to the customer and it will be populated for you on sales that enter for that customer.

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