Find the answer. Follow the steps. Verify the result.

Issue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.

Configure an invoice template that generates future invoices on a defined schedule.

Enable supported gateways, add credentials, select currencies and test checkout before production use.

Create a company or individual customer record with billing, shipping and account details.

Create a customer and contact from a qualified lead while carrying forward relevant information.

Set up a customer project with dates, billing type, members, progress and visibility options.

Define work with assignees, followers, dates, priority, relation and description.

Log a customer or internal support request with contact, department, service, priority and message.

Rename, reorder and show or hide second-header groups and links.

Understand the areas a contact can see and how staff permissions differ from contact permissions.