Canopy University

course
Intro to Payments and Billing
Intro to Payments and Billing
Intro to Payments and Billing

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Time & Billing basics, including how to use Canopy Payments, and create an invoice.

Prerequisites:  None               |           Estimated Time:  15 minutes

Learning Objectives:

  • Enroll in Canopy Payments
  • Create an invoice
  • A getting-started checklist 
  • A list of additional resources

Course Categories

Beginner
Onboarding
Time & Billing
Course Progress
Not started
Course Outline
  1. Course Overview
    1. Intro to Payments and Billing
  2. Canopy Payments
    1. Enroll in Canopy Payments
  3. Create Invoice
    1. Create an Invoice Video
    2. The Client Experience
    3. Bulk Invoicing
  4. Learn More
    1. Additional Resources
course
Intro to Payments and Billing
Intro to Payments and Billing
Course Progress
Not started

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Time & Billing basics, including how to use Canopy Payments, and create an invoice.

Prerequisites:  None               |           Estimated Time:  15 minutes

Learning Objectives:

  • Enroll in Canopy Payments
  • Create an invoice
  • A getting-started checklist 
  • A list of additional resources
Course Outline
  1. Course Overview
    1. Intro to Payments and Billing
  2. Canopy Payments
    1. Enroll in Canopy Payments
  3. Create Invoice
    1. Create an Invoice Video
    2. The Client Experience
    3. Bulk Invoicing
  4. Learn More
    1. Additional Resources

Course Categories

Beginner
Onboarding
Time & Billing