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