Advanced setup > Set up sales
Before you start using the sales features, you should use the Sales Easy Setup Assistant to enter the following information:
Credit terms and credit limits Enter the credit terms and credit limits you generally extend to your customers.
Customer details Create a record for each of your customers and enter such details as their addresses and phone numbers.
Historical sales [Existing businesses only] If customers owed you money on the first day of your conversion month, you will need to record some details about the corresponding sales, such as the invoice date and the amount that is outstanding.
To access the assistant, go to the Setup menu, choose Easy Setup Assistant, and then click Sales.
You can also use the Sales Easy Setup Assistant to specify your preferred invoice layout, the income account you will allocate most of your sales to, and several other settings. These settings will automatically be selected for records you create for your customers; however, you can change them as required.
In addition to the Sales Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.
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