Setting up your system for invoicing

Before you can use TMW Back Office for invoicing, you must perform several setup tasks. These include:

  • Defining charge types that will appear in the Invoice Details tab on the Edit Invoice Folder

  • Defining an invoice and/or master bill print format

  • Defining a master bill printing schedule

Additional setup tasks are needed if you want to use specific functionality. This includes the ability to send invoices to a Bill To company via e-mail or EDI.