Receivables settings
Use Menu > Receivables > Settings to configure defaults and supporting behavior for invoices, customer payments, deposits, credits, refunds, and accounts receivable. The available cards contain receivables preferences, invoicing settings, payment methods and terms, and other account-level options used by customer transactions.
- 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.