Recurring invoicing prerequisites

Tasks References
Set up sales types. You must specify any values to be used in recurring invoicing contracts.

Setting up sales types

Set up customers, addresses, and accounts.

Adding and maintaining customers

Adding and maintaining addresses

Setting up accounts

Set up item masters, units of measure labels, value labels, and currency rates.

Setting up item masters

Setting up units of measure labels

Setting up value labels

Setting up currency codes

Set up Ledger Interface, including configurations for deferred income.

Setting up Ledger Interface

Set up all invoice documents. Invoice documents