Enabling Advanced Billing
Follow these steps to enable Advanced Billing.
To enable Advanced Billing:
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Go to Setup > Company > Enable Features.
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On the Transactions subtab, check the Advanced Billing box.
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To use Advanced Billing, you must also enable the Sales Orders feature by checking the Sales Orders box.
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Click Save.
To create a billing schedule, go to Lists > Accounting > Billing Schedules > New.
Note:
If you later choose to turn off Advanced Shipping, you must first go to Transactions > Sales > Bill Sales Orders and process all sales orders that appear on the page.
Related Topics
- Advanced Billing Overview
- Billing Schedules
- Creating Billing Schedules
- Creating Billing Schedules From an Estimate or Sales Order
- Applying Billing Schedules
- Discount and Markup Items and Billing Schedules
- Billing Customers Using Billing Schedules
- Viewing Invoice Schedules
- Advanced Billing and Advanced Shipping