# Setup Sales and Receivables

# Setup Sales and Receivables

The below list details the setups required for Sales and Receivables. Select the link for details.

<table border="1" id="bkmrk-setup..-learn-more-h" style="border-collapse: collapse; width: 100%; height: 448.177px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Setup..</td><td style="height: 29.8785px;">Learn More Here..</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">  
</td><td style="height: 29.8785px;">  
</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Sales &amp; Receivables Setup

</td><td style="height: 29.8785px;">[Sales Setup](https://learn.microsoft.com/en-us/dynamics365/business-central/sales-setup-sales)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Payment Terms

</td><td style="height: 29.8785px;">[Payment Terms](https://learn.microsoft.com/en-us/dynamics365/business-central/finance-payment-terms)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Payment Methods

</td><td style="height: 29.8785px;">[Payment Methods](https://learn.microsoft.com/en-us/dynamics365/business-central/finance-payment-methods)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Reminder Terms

</td><td style="height: 29.8785px;">[Reminder Terms](https://learn.microsoft.com/en-us/dynamics365/business-central/finance-setup-reminders)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Finance Charge Terms

</td><td style="height: 29.8785px;">[Finance Charge Terms](https://learn.microsoft.com/en-us/dynamics365/business-central/finance-setup-finance-charges)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Standard Sales Codes

</td><td style="height: 29.8785px;">[Standard Sales Codes](https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-work-standard-lines)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Invoice Layouts

</td><td style="height: 29.8785px;">[Document Layouts](https://kb.it-s.co.za/books/sales-and-receivables/page/document-layouts)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Employee Levels

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</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Brand Responsible People

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</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Manual Billing Setup

</td><td style="height: 29.8785px;">[Manual Billing Setup](https://kb.it-s.co.za/books/sales-and-receivables/page/manual-billing-setup)</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Vendor Group - Bill-to Customer Setup

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</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Generic Taxonomy List

</td><td style="height: 29.8785px;">  
</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Generic Taxonomy Link Setup

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</td></tr></thead></table>

# Document Layouts

**Document Layouts** are pre-determined layouts that can be applied to various document types at the time of printing.

The list of available **Document Layouts** forms part of the general setups that are typically performed once during the initial implementation.

# Manual Billing Setup

**Manual Billing Codes** are setup to default G/L accounts on the financial sales document lines. If G/L accounts are left unspecified (blank) on the **Manual Billing Setup**, then the G/L accounts can be selected when creating the sales document. Financial or sundry sales documents require a **Manual Billing Code** to be selected when creating the invoice or credit memo.

The **Manual Billing Setup** also controls which financial sales documents appear on the **Billing and Income Report**, for example it may be necessary to exclude intercompany recoveries from the report, or populate only the sales value, or only the income value.