If you plan to use ReceivablesPro for electronic invoicing, it is a good idea to customize the system for your business prior to adding customers and sending invoices.
(If you only plan to use the payment processing functions, skip this section and go directly to the Quick Guides that show you how to Import Your Customer Database and to Collect a Payment for a New Customer.)
Primary invoice settings that should be addressed now include uploading your logo, setting your invoice numbering scheme, reviewing the contact information that will appear on invoices and receipts, entering terms and conditions of sale, and entering tax rates and payment terms for your invoices.
The following sections provide quick-start configuration tips. For a detailed discussion of all the configuration settings and customizations you can make to your ReceivablesPro account, see System Configuration in Chapter 8.
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