Can I set the agency as a default contact and billing name on works orders?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you where in User Defaults, you can select the Billing Name and Contact for Access on Worksheets, to your Agency details. 

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Preferences
  4. Click on the Stationery tab
  5. Click on the Worksheets tab
    1. Tick to select Agency as the Contact for Access and select the agency from the dropdown menu
    2. The Billing Name defaults to Agency 
    3. Click Close
  6. Click Close again

Works orders will automatically be selected as the Agency in both areas.