Setup

The Setup page provides a easy-to-use, interactive checklist for configuring Service Billing quickly.

Before you start using Service Billing, click each item in the lower panel to visit that page or dialog. A checkmark next to an item means you have selected that item at least once. It does not necessarily mean you have finished configuring that item.

Help links are provided for each item to guide you through your configuration.

If you would like to review general concepts before continuing, download a copy of the Service Billing quick start guide.

Configure Accounting - Link the Service Billing module to an external accounting system. See Integrating Quicksbooks for an overview.
Account Mapping - Map accounts in Service Billing with the external accounting system.
Configure Lists - Define at least one record for each type of list. Lists classify the billing entries you create.
Review Application Settings - Define your own organization and your own staff, general settings, document numbering, payment options and Service Billing schedules.
Configure Recurring Services - Create at least one recurring service in the Recurring Services Catalog.
Configure Resource Types - Create resource types for classifying the rates reported for labor. At least one resource type is required.
Convert Orgs - Convert the organizations already listed in the VSA system module into customer records used by Service Billing. See Org for more information.