You must configure the following objects before billing a customer's purchase:
- Settings on the Account and Account Location for Billing.
- Define Billing Preference.
- Configure Products.
- On the Proposals page, you can select products, adjust pricing, adjust billing settings, change bill preference, initiate approvals processes and you can automate the process to activate an order, create a Bill, and create revenue.
- Set Payment Terms.
- Add an Invoice Template.
- Verify Billing System Properties.