Installation
Configuration
Common Scenarios and Solutions
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
Need Help? Let's Talk
If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels: