Account Receivable Setup

• Customer First name and Last name is required field.

• Customer Email id is required and must be unique field.

• Make sure Magento Shipping methods are available in Sage intact if not available create the same shipping method in Sage Intacct.

• Make sure customer auto numbering is enabled.

Navigation: Account Receivable > Setup > Configuration Scroll down to document sequencing Set Customers drop down.

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