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Advanced Invoicing and Billing Setup
Advanced Invoicing and Billing Setup
Advanced Invoicing and Billing Setup

About the Course

Description:  This course dives deep into the intricacies of advanced billing and invoicing, equipping you with the skills to streamline your processes, optimize cash flow, and master even the most complex scenarios. Let's get started!

Prerequisites:   Intro to Invoicing   |           Estimated Time:  45 minutes

Learning Objectives:

  • Set service items and rates 
  • Create recurring time entries 
  • Handle account retainers and expenses 
  • Apply credits to invoices 
  • Track work in progress 

    • Course Categories

    Advanced
    Certification
    Time & Billing
    Course Progress
    Not started
    Enroll
    Course Outline
    1. Course Overview
      1. Level Up Your Ledger
    2. Adjust Billing Settings
      1. Set Service Items and Rates
      2. Set Team Member (User) Rates
      3. Automate Late Fees
    3. Payment Collection
      1. Enroll in Canopy Payments
    4. Handling Account Retainers, Credits and Expenses
      1. Create a Billing Credit
      2. Viewing Credits Page
      3. Make an Account Payment or Retainer
      4. Apply Credit to Invoice
      5. Expense Management Video
      6. Create and apply expenses
    5. Tracking Work in Progress
      1. Video: View WIP Reports
      2. View WIP Reports
      3. Add Time Entries to Any Invoice
      4. Print WIP Reports
    6. Course Challenge
      1. Challenge Overview
      2. Step One: Add a client retainer
      3. Step Two: Add expenses
      4. Step Three: Invoice your Client
    7. Course Quiz
      1. Advanced Invoicing and Billing Quiz
      2. Course Feedback
    course
    Advanced Invoicing and Billing Setup
    Advanced Invoicing and Billing Setup
    Course Progress
    Not started
    Enroll

    About the Course

    Description:  This course dives deep into the intricacies of advanced billing and invoicing, equipping you with the skills to streamline your processes, optimize cash flow, and master even the most complex scenarios. Let's get started!

    Prerequisites:   Intro to Invoicing   |           Estimated Time:  45 minutes

    Learning Objectives:

  • Set service items and rates 
  • Create recurring time entries 
  • Handle account retainers and expenses 
  • Apply credits to invoices 
  • Track work in progress 

    • Course Outline
    1. Course Overview
      1. Level Up Your Ledger
    2. Adjust Billing Settings
      1. Set Service Items and Rates
      2. Set Team Member (User) Rates
      3. Automate Late Fees
    3. Payment Collection
      1. Enroll in Canopy Payments
    4. Handling Account Retainers, Credits and Expenses
      1. Create a Billing Credit
      2. Viewing Credits Page
      3. Make an Account Payment or Retainer
      4. Apply Credit to Invoice
      5. Expense Management Video
      6. Create and apply expenses
    5. Tracking Work in Progress
      1. Video: View WIP Reports
      2. View WIP Reports
      3. Add Time Entries to Any Invoice
      4. Print WIP Reports
    6. Course Challenge
      1. Challenge Overview
      2. Step One: Add a client retainer
      3. Step Two: Add expenses
      4. Step Three: Invoice your Client
    7. Course Quiz
      1. Advanced Invoicing and Billing Quiz
      2. Course Feedback

    Course Categories

    Advanced
    Certification
    Time & Billing