When adding a Company and Job, there are steps that need to be done in a specific order because they feed into each other. Make sure that you follow this order:
1) Create Company
2) Add a Location (worksite and billing - these can be the same location)
3) Add Billing Contact and Approver (You must know who the actual Billing Contact is at this time. Approver can be added later)
4) Add Invoice Terms
5) Add Billing Profile - in order to have a Billing Profile set up, you first need to add a Contact, Location, and Invoice Terms
Visit the TEEMA Workflow for full details.
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