Topics covered in the Billing e-learning tutorial
21/10/2024The Billing e-learning tutorial covers the following topics:
- Overview of charts
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Chapter 1: Invoices
- How to create an invoice
- How to batch create invoices
- How to edit an invoice
- How to open invoice from the Invoice view
- How to search for invoices
- How to use filters
- How to change an invoice date
- How to do a batch change of invoice date
- How to print/batch print invoices
- How to check invoice history
- How to delete invoice
- How to email an invoice to a customer
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Chapter 2: Payments
- How to log in a new payment in the system
- How to charge a credit card through the Wepay integration (US only)
- How to apply payment to an invoice
- How to delete payment
- How to filter payments
- How to search for payments
- How to charge a credit card through the Wepay integration (US only)
- How to apply payment to an invoice
- How to delete payment
- How to filter payments
- How to search for payments
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Chapter 3: Balances
- How to view balances
- Overview of balances
- How to set Finance charges
- How to create payments on the balance page
- How to filter payments
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Chapter 4: Statements
- How to create a new statement
- How to rollback a statement
- How to view statement history
- How to filter statements
- How to search for statements
- How to email statements
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Chapter 5: Credits and debits
- How to create a credit (make sure to note that the description shows up on the statement)
- How does applying a credit to invoice differ from retaining a credit
- How to view and print a credit memo
- How to create a debit memo
- How to view/print a debit note
- How to edit the debit note
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Chapter 6: Pricing
- How to adjust the current pricing
- How to create a new pricebook
- How to assign a pricebook to a client
- How to set custom pricing for a client
- How to print pricelist
- How to add default charges and discounts to pricelist
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Chapter 7: Reports
- How to view Audit log