Recurring invoicing prerequisites
Tasks | References |
---|---|
Set up sales types. You must specify any values to be used in recurring invoicing contracts. | |
Set up customers, addresses, and accounts. |
Adding and maintaining customers |
Set up item masters, units of measure labels, value labels, and currency rates. | |
Set up Ledger Interface, including configurations for deferred income. | |
Set up all invoice documents. | Invoice documents |