New Business Setup

Recommended Configuration:

• Email-based customer matching

• e-conomic customer numbering

• Simple search product matching

• Payment-based invoice creation

Established Business Migration

Recommended Configuration:

• Customer number matching

• Existing number system

• Direct link product matching

• Review-based workflow

High-Volume Business

Recommended Configuration:

• Automated customer creation

• Default product handling

• Booked invoices

• Automated journal entries

Support and Maintenance

Regular Check-ups:

• Monthly reconciliation

• Quarterly settings review

• Annual optimization

• Team training updates

When to Contact Support

• Unexpected behaviors

• Performance issues

• New requirements

• System changes

  
  

Remember: Your configuration choices should align with your business processes and grow with your business needs. Regular reviews and adjustments ensure optimal performance.

Best Practices

• Start with a test order to verify all settings

• Review the first few automated invoices carefully

• Keep track of any manual adjustments needed

• Document your configuration choices