Billing setup
The base company structure is set up in Global Ledger, Receivables, and Inventory Control solutions are used by Billing.
This list shows the setup that is required for Billing:
- Billing company
- Billing process levels
- Customer ship-to addresses
- Standard comments
- Customer item cross-references
- Item Global Ledger accounts
- Invoice types
- Order cancel reason codes
- Add on charges
- Freight codes
- Electronic payment types
- Customer codes
- Price discount codes
- Order discount codes
- Customer credit cards
- Billing invoice documents
Set up your billing company to fit your business requirements. This list shows the fields for which you can select parameters in this solution:
- Invoicing
- Default sales accounts
- Currency and tax
- Order processing
- User fields
- Comments that are printed on invoices and reports
See the Billing User Guide to process data after the setup is complete.