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
Course Outline
-
Course Overview
- Intro to Payments and Billing
-
Canopy Payments
- Enroll in Canopy Payments
-
Create Invoice
- Create an Invoice Video
- The Client Experience
- Bulk Invoicing
-
Learn More
- Additional Resources
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
-
Course Overview
- Intro to Payments and Billing
-
Canopy Payments
- Enroll in Canopy Payments
-
Create Invoice
- Create an Invoice Video
- The Client Experience
- Bulk Invoicing
-
Learn More
- Additional Resources
Course Categories
Beginner
Onboarding
Time & Billing