Below is a summary of the steps needed to complete installation. It is important that these steps be completed in the order listed.

1. Complete all of the tabs on the Accounts Receivable Installation screen.
2. Complete the Accounts Receivable portion of the Processing Date Change screen.
3. Set processing dates using A/R Processing Date Change.
4. Enter all applicable sales tax codes using Sales Tax Code Maintenance.
5. Print the sales tax codes and check for accuracy.
6. Enter all customer terms codes using Terms CodeFile Maintenance.
7. Print the customer terms codes and check for accuracy.
8. Enter the transaction type codes for payments and adjustments using Transaction Code File Maintenance.
9. Print the transaction type codes and check for accuracy.
10. Enter salesperson codes, if applicable, using Salesperson Code Maintenance.
11. Print the salesperson codes and check for accuracy.
12. Enter invoice item descriptions and standard messages using Item Description/ Message Maintenance.
13. Print the item and message codes and check for accuracy.
14. Enter unit-of-measure pricing information using Unit of Measure File Maintenance.
15. Print the unit of measure codes and check for accuracy.
16. Enter standard billing items, if planning to utilize Draw Request Billing Entry, using Set Up Standard Fixed Billing Items and/or Set Up Standard Unit Billing Items.
17. Print a list of standard billing items and review for accuracy.
18. Enter change request status codes, if applicable, using Change Request Status File Maintenance.
19. Enter invoice user-defined fields, as needed, using Invoice User-Defined Fields Maintenance.
20. Enter customer user-defined fields, as needed, using Customer User-Defined Fields Maintenance.
21. Print the Change Request Status File Listing and review for accuracy.
22. Enter change order status codes, if applicable, using Change Order Status Code Maintenance.
23. Enter any alternate billing addresses, if applicable, using Alternate Bill-To Address Maintenance.
24. Print the Alternate Bill-To Address Listing and review for accuracy.
25. Print the Change Order Status File Listing and review for accuracy.
26. Enter all customer information using Customers.
27. Print the customer file and check for accuracy.
    Note: If Job Cost is present on your system, complete the Job Cost conversion (see the Conversion Checklist in the Job Cost Help file for details).
28. Enter all contract information using Contracts.
29. Print the contract information and check for accuracy.
30. Enter all current invoice balances for non-job accounts using Invoice Entry.
31. Enter all current invoice balances for job contracts using Invoice Entry.
32. Enter a lump-sum amount per contract for all prior invoices on job contracts using Invoice Entry.
33. On the General Ledger Installation screen, clear the Accounts Receivable invoices checkbox and clear the Accounts Receivable cash receipts checkbox.
34. Print the Invoice Entry Edit Listing and check the balance information for accuracy.
35. Print the Sales Journal and update.
36. Enter cash receipts for invoices using Cash Receipts/Adjustment Entry.
37. Print the Cash Receipts Journal and check for accuracy. Update.
38. Print and retain the Aged Open Items Report.
39. Enter change orders executed prior to the conversion date using Change Order Entry.
40. Print change orders and check for accuracy using the Change Order Log Print.
41. On the General Ledger Installation screen, select the Accounts Receivable invoices and Accounts Receivable cash receipts checkboxes so that these figures will post to the General Ledger.
42. On the Accounts Receivable Installation screen, select the Post to Job Cost from A/R invoice checkbox. This should be done whether or not the Job Cost module is installed.