The following setup must be configured before you issue a free text invoice:

  1. Set up the invoice number sequence in using the form.

  2. Set up the chart of accounts in the form and customer accounts in the form.

  3. Set up sales tax rates and codes in the , and forms.

  4. Set up miscellaneous charges codes and groups in the form ( > > > ) and the form ( > > > ).

  5. Set up free text invoice forms in the form.

See Also