1. In Student Billing, go to Tools from the menu bar and select Organize/Create Defaults. 2. Choose the type of record you will be creating a default set for. 3. Click New on the right side of the screen. 4. Enter a name for the default set. 5. Enter the necessary information in the required fields and any other desired fields that you would like to have automatically populate in your records. 6. Click Save and Close. 7. When you are ready to add a new transaction using this default set, create a new transaction and go to Transaction from the menu bar. 8. Select 'Load Defaults From'. 9. Choose your saved default set name and check the box for 'automatically load field defaults'. 10. Click OK.