The Company Defaults page is located within the Settings menu in the top right corner.

Finance Charge & Company Default

Terms & Company Default

Tax & Company Default

Account Settings

Net Payment Due Within Setting

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under Account

    • Net Payment Is Due Within

  • Set number of days an invoice can be unpaid before it is considered late

    • Only late invoices qualify for finance charges

Finance Charge Monthly Interest Rate

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under Account

    • Finance Charge Monthly Interest Rate

  • Set percentage of the overdue balance to be assessed as finance charge

    • Set as whole number

Minimum Finance Charge

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under Account

    • Minimum Finance Charge

  • Set the minimum value for finance charges in dollars (regardless of percentage)

    • Prevents any finance charge from being assessed for a smaller value than the amount specified here.


New Customer Defaults

Default Account Terms has the following advantages:

  • New customer accounts will default with the payment terms set in Default Account Terms.

    • This setting can be modified as needed for individual accounts

  • The invoice will automatically tell your client when their bill is due

  • Arborgold's Batch Statement will automatically show overdue accounts based on the client's account terms

  • You can quickly see which accounts are overdue

Prerequisite: You will need to set up at least one Payment Terms

Add Account Terms

  • Gear Icon in the top right

    • Lists

  • All Lists

    • Accounting

    • Account Terms

  • Add New

  • Name Terms

  • Set number of days invoice becomes overdue

  • Add any Internal Notes for reference.

Set Default Account Terms

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under New Customer Defaults

    • Default Account Terms

      • Use Drop down menu to select most frequently used payment terms

  • Save

Default Tax Level

In Arborgold both the Customer and the Service must be set to "Taxable" in order for tax to calculate. Here's how to set that up.

IMPORTANT: Both the service and customer must be set to taxable.

Prerequisite: You will need to set up at least one Sales Tax Rate

Set up Sales Tax Rates

  • Gear Icon

  • List

    • All Lists

  • Accounting (bottom)

    • Sales Tax

  • Select Add New from the top right

    • Add Tax Name (i.e. city, county, state name)

    • Add percentage (this is entered as a whole number - 7 = .07, 8.7 = .087)

    • Add Vendor (this is the organization you will submit payment for collected tax)

Set Default Tax Level

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under New Customer Defaults

    • Default Tax Level

      • Use Drop down menu to select most frequently used tax setting

  • Save

Set Services as Taxable

  • Gear Icon in the top right

    • Items

  • Services

  • Double Click Service to update

  • Select check box for Taxable setting

    • Check is taxable

    • No check is non-taxable

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