Receivables settings
Use Menu > Settings > Receivables to configure defaults and supporting behavior for invoices, customer payments, deposits, credits, refunds, and accounts receivable. The settings pages contain receivables preferences, invoicing settings, and offline payment methods.
- Receivables preferences – Set defaults for accounts receivable transactions, including the default payment term.
- Invoicing – Choose when invoice creation is allowed.
- Offline payment methods – Create and maintain payment methods such as cash or check.
Configure invoice approval separately from Menu > Administration > QuickStart settings > Approvals. See Approvals.