o Invoice Options - Set business remitter mailing
information, important decision in the options section (collect sales tax, track
income per line item (detail deposit or lump sum deposit), apply finance charge
to statements, prompt on new item), starting numbers, default form and income
ATIGD used for customer entry, and customize your default view settings for the
invoice tab used during application startup.
o Forms - Customize column name or hide unwanted
columns, include your business logo, or include footer and image text messages
per form type (estimate, invoice, credit memo, finance charge, and
statement), archive printed forms if desired.
o Email Forms - Customize email message and decide
whether you want to archive document per email form type.
o Payment Terms - Set due date days and any discount
given within x days.
o Sales Tax Items - Setup tax rate, description, payment
vendor, and ATIGD expense code for a single tax authority.
o Sales Tax Groups - Use if you need to report and pay
tax amounts to several tax authorities (state, city, local) otherwise just use
sales tax items if only one tax authority.
o Customers - Define bill-to / ship-to addresses, emails
and contact information along with default payment terms, taxable status, sales
tax or tax exempt number, credit limit and opening balances, preferred delivery
method (mail or email) along with income ATIGD.
o Product and Service Items - Define Item / Short
Description, Long Description is unlimited text, taxable indicator, unit
quantity code, unit price (sale amount) and weight per Unit, along with a
default income ATIGD.