Account Receivable Setup

  • Customer name is required field, if in two words there is a space then it will consider first word as first name and last word as last name.

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

  • Make sure Shopify 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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