Use the Sales section of the Easy Setup Assistant to enter the names of your customers, as well as other important information about them. You'll choose the credit terms you most often extend to your customers; these selections can be changed for individual customers who have other terms. You'll also enter historical sales; these are the sales that were made before the start of your conversion month but haven't yet been fully paid.
You'll have the chance to review the accounts that are being used to track your sales. FirstEdge provides default entries for you to use, but you're free to select other accounts if you like.
Use the Sales section to select a layout that matches the type of invoices you issue most often -- service, item, professional or miscellaneous. You'll also review the account that's been selected to hold undeposited funds you receive from customers (and other sources) until you deposit the funds in a checking account or some other bank or financial account.