Topics covered in the Billing e-learning tutorial

The Billing e-learning tutorial covers the following topics:

• Overview of charts
• 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
• 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
• 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
• 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
• 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
• 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
• Chapter 7: Reports
  
  • How to view Audit log