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
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