Financial Setup
- Add Fiscal Representatives
- Add fiscal representatives in countries where you are not registered with a local address but need to be registered for tax purposes.
- Set Early Payment Preferences
- With Dynamic Discounting, you choose the discount percentage you offer your customer for specific invoices, which lets them decide whether they want to pay early to receive the discount.
- Set Static Discounting Preferences
- Set your early payment discount terms and apply them to invoices and/or purchase orders to get paid faster.
- Set Up Legal Entities
- Set up your account by adding legal entities to be able to create e-invoices.
- Supplier Remit-to Account Validations
- Review the minimum requirements for setting your bank account for payment.
- View and Manage Remit-to Information
- Provide remit-to information to meet compliance regulations when invoicing.