The Accounts Receivable page guides you to four different tasks. The first task is setting up defaults for your customers, including payment terms, guidelines for aging invoices, ways of handling finance charges, and available methods of payment. Second, you set up statement and invoice defaults: what detail prints on statements and how to handle dunning messages sent to your customers. Third, you establish customer data records, including information such as address and phone number and the default sales account used for each customer. Fourth and last, you enter any outstanding invoices as customer beginning balances.

While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.