I’m setting up ERPNext and new instance is already deployed and freshly running for a small firm and want the core features running smoothly from day one. The immediate priorities are straightforward: connect our Gsuite account for outbound invoice emails, tweak the standard sales invoice so it shows our logo and revised wording, add our primary bank account and secondary bank in the Accounts module, and create a working recurring-invoice profile for services bill both prepaid and postpaid. Deliverables: • Email: outgoing + incoming configured through Gmail IMAP/SMTP, test message confirmed. • Invoicing: company logo placed correctly, header/footer text updated (no new custom fields needed). • Banking: new bank account created and set as default for transactions and some customers we need to choose Bank Account while creating the client • Recurring billing: prepaid and postpaid,schedule created, automated invoices generated and verified and auto send Payment gateway intergration Razorpay if required Everything should be completed inside the existing ERPNext instance, preserving best-practice settings so future modules slot in easily. Once finished, a quick walkthrough or short set of notes that explains where to adjust each setting will wrap things up.