Customer Default Rates live in Section 2 of the Rate Card tab. They're the negotiated rates this customer pays for products and services when there isn't a site-specific rate to use.
Customer Default Rates are the middle layer of Track B — the pricing hierarchy used for job, quote, and manual invoice line items. That hierarchy is: a site's Additional Charge (matched by description) wins first, then the Customer Default Rate (this section), then catalog price (the inventory item default) as the fallback. The most specific rate wins. This means you can negotiate a flat 10% discount across the board for a high-volume customer via Customer Default Rates, while still overriding individual sites with an Additional Charge when one location needs a different rate. Recurring Rate Card rows are a separate track entirely (Track A) and never feed into this hierarchy.
To add a default rate, click "Add Default Rate" in Section 2. Pick whether it's a Service or a Product, choose the item, set the custom price, and pick the pricing unit (Per Month, Per Day, Per Week, Per 28-Day, Per Delivery, or Per Item). Save. The rate is now applied automatically anywhere you add this item to a job, quote, or invoice for this customer. A summary of active default rates also shows up on the customer's Overview tab under the "Negotiated pricing" card.
You'll see the source of the resolved price as a small badge on each invoice line item: "Site rate," "Customer rate," "Catalog rate," or "Custom" if you override it manually. This makes it obvious at a glance which layer of Track B's hierarchy is being used. If a Customer Default Rate isn't being picked up where you expected, check whether the site has an Additional Charge that's overriding it.
Customer Default Rates do not apply to the Cycle Invoice (Track A, the recurring billing path) — that path uses each Rate Card row's own declared rate directly. Default Rates only apply to one-off jobs, quotes, and manual invoices.