There are several steps involved in getting Accounts Receivable ready for use. The first step is getting Company and Account information set up within General Ledger. After that has been done set up your bank account and check design within Bank Account Management and then use the following general steps as a guide:
- Set Up Company Information
- Set Up Revenue Center Information
- Set Up Item Information
- Set Up Sales Tax Information
- Set Up Preferences
At this point you are ready to enter Recurring Charges, Invoices, and Payments.
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