Drake Accounting - Accounts Receivable Setup

Article #: 15860

Last Updated: October 18, 2024

 


Tags: Drake AccountingDAS

Drake Accounting logo

In the menu at the left of the screen, select Receivables. Set up the information in the following order:

  1. Receivables Options

  2. Sales Tax Setup

  3. GL Account Setup

  4. Invoice Item Setup

  5. Customer Setup

Setting up the Customer section last ensures that appropriate Sales Tax and Invoice Items are in place that may be applied to individual customers.

Note  Transaction Types within GL Account Setup determine the availability of certain Payments screen items. (E.g. PN - Penalty must be included within the Transaction Types and associated with accounts before an amount can be entered within the Payments screen Penalty line.)