Canopy University

Home Dashboard Learning Paths Webinars Content Hub Knowledge Base Canopy Platform
Profile Settings Sign Out
course
Intro to Invoicing
Intro to Invoicing
Intro to Invoicing

About the Course

Description:  This course is designed to help you get one step closer to payday by taking you through all the ways to create and track invoices in Canopy. 

Prerequisites: None.        |           Estimated Time:  60 minutes

Learning Objectives:

  • Create a new invoice 
  • Edit and manage invoices  
  • Flat rate v. Fixed rate billing 
  • Create bulk invoices 

Course Categories

Beginner
Certification
Time & Billing
Course Progress
Not started
Enroll
Course Outline
  1. Get Ready for Payday!
    1. Course Overview
  2. Invoicing Clients
    1. Invoice Video
    2. Make an Invoice
    3. Create Invoices from Client Record
    4. Associate Time Entries and Expenses
    5. Write Up/Write Down vs Discounting
    6. Create an Invoice With Zero Balance Due
    7. Customizing and Previewing Invoices
  3. Applying Hourly vs Flat Rate Billing
    1. Hourly vs. Flat Rate Overview
    2. Hourly Billing: Tracking Time
    3. Track Billable Time Video
    4. Hourly Billing: Tracking Un-billed Work (WIP)
    5. View WIP Reports Video
    6. Hourly Billing: Sending an Invoice with Hourly Rates
    7. Fixed Rate: Set Service Items and Rates
    8. Fixed Rate: Add Time Entries to a Service Item
  4. Invoices and the Client Portal Experience
    1. Invoices and the Client Experience Overview
    2. How Your Clients Receive Invoices
    3. The Client Portal Billing Experience
    4. Generate Statements
  5. Tracking All Invoices
    1. Tracking Invoices Overview
    2. Introducing the Billing Dashboard
    3. Introducing the Invoices Dashboard
  6. Create Recurring and Bulk Invoices
    1. Recurring and Bulk Invoices Overview
    2. How to Video: Recurring Invoices
    3. Create a Recurring Invoice
    4. Manage Recurring Invoices
    5. How to Video: Bulk Invoicing
    6. Create a Bulk Invoice
    7. Managing Bulk Invoices
  7. Course Challenge
    1. Challenge Overview
    2. Step One: View Client WIP and create an Invoice
    3. Step Two: Adjust Invoice Line Items and Settings
    4. Step Three: Send and View Invoice
  8. Course Quiz
    1. Intro to Invoicing Quiz
    2. Quick Course Survey
course
Intro to Invoicing
Intro to Invoicing
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help you get one step closer to payday by taking you through all the ways to create and track invoices in Canopy. 

Prerequisites: None.        |           Estimated Time:  60 minutes

Learning Objectives:

  • Create a new invoice 
  • Edit and manage invoices  
  • Flat rate v. Fixed rate billing 
  • Create bulk invoices 
Course Outline
  1. Get Ready for Payday!
    1. Course Overview
  2. Invoicing Clients
    1. Invoice Video
    2. Make an Invoice
    3. Create Invoices from Client Record
    4. Associate Time Entries and Expenses
    5. Write Up/Write Down vs Discounting
    6. Create an Invoice With Zero Balance Due
    7. Customizing and Previewing Invoices
  3. Applying Hourly vs Flat Rate Billing
    1. Hourly vs. Flat Rate Overview
    2. Hourly Billing: Tracking Time
    3. Track Billable Time Video
    4. Hourly Billing: Tracking Un-billed Work (WIP)
    5. View WIP Reports Video
    6. Hourly Billing: Sending an Invoice with Hourly Rates
    7. Fixed Rate: Set Service Items and Rates
    8. Fixed Rate: Add Time Entries to a Service Item
  4. Invoices and the Client Portal Experience
    1. Invoices and the Client Experience Overview
    2. How Your Clients Receive Invoices
    3. The Client Portal Billing Experience
    4. Generate Statements
  5. Tracking All Invoices
    1. Tracking Invoices Overview
    2. Introducing the Billing Dashboard
    3. Introducing the Invoices Dashboard
  6. Create Recurring and Bulk Invoices
    1. Recurring and Bulk Invoices Overview
    2. How to Video: Recurring Invoices
    3. Create a Recurring Invoice
    4. Manage Recurring Invoices
    5. How to Video: Bulk Invoicing
    6. Create a Bulk Invoice
    7. Managing Bulk Invoices
  7. Course Challenge
    1. Challenge Overview
    2. Step One: View Client WIP and create an Invoice
    3. Step Two: Adjust Invoice Line Items and Settings
    4. Step Three: Send and View Invoice
  8. Course Quiz
    1. Intro to Invoicing Quiz
    2. Quick Course Survey

Course Categories

Beginner
Certification
Time & Billing