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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. Level Up Your Ledger
      1. Course Overview
    2. Adjust Billing Settings
      1. Set Service Items and Rates
      2. Set Team Member (User) Rates
      3. Automate Late Fees
    3. Invoice Templates
      1. Bill Clients Consistently, Every Time
      2. Build an Invoice Template
      3. Apply an Invoice Template
    4. Payment Collection
      1. 5 Reasons to Use Canopy Payments
      2. Enroll in Canopy Payments
    5. Handling Credits and Expenses
      1. Create a Billing Credit
      2. Viewing Credits Page
      3. Make an Account Payment
      4. Apply Credit to Invoice
      5. Expense Management Video
      6. Create and apply expenses
    6. Retainer Billing
      1. What is Retainer Billing?
      2. Setting Up and Paying the Retainer
      3. Tracking Retainer Payment Status
      4. Assigning Work to a Retainer
      5. Watching the Balance
      6. Reporting on Retainer Revenue
    7. Tracking Work in Progress
      1. Video: View WIP Reports
      2. View WIP Reports
      3. Add Time Entries to Any Invoice
      4. Print WIP Reports
    8. Course Challenge
      1. Challenge Overview
      2. Step One: Add a client account payment
      3. Step Two: Add expenses
      4. Step Three: Invoice your Client
    9. 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. Level Up Your Ledger
      1. Course Overview
    2. Adjust Billing Settings
      1. Set Service Items and Rates
      2. Set Team Member (User) Rates
      3. Automate Late Fees
    3. Invoice Templates
      1. Bill Clients Consistently, Every Time
      2. Build an Invoice Template
      3. Apply an Invoice Template
    4. Payment Collection
      1. 5 Reasons to Use Canopy Payments
      2. Enroll in Canopy Payments
    5. Handling Credits and Expenses
      1. Create a Billing Credit
      2. Viewing Credits Page
      3. Make an Account Payment
      4. Apply Credit to Invoice
      5. Expense Management Video
      6. Create and apply expenses
    6. Retainer Billing
      1. What is Retainer Billing?
      2. Setting Up and Paying the Retainer
      3. Tracking Retainer Payment Status
      4. Assigning Work to a Retainer
      5. Watching the Balance
      6. Reporting on Retainer Revenue
    7. Tracking Work in Progress
      1. Video: View WIP Reports
      2. View WIP Reports
      3. Add Time Entries to Any Invoice
      4. Print WIP Reports
    8. Course Challenge
      1. Challenge Overview
      2. Step One: Add a client account payment
      3. Step Two: Add expenses
      4. Step Three: Invoice your Client
    9. Course Quiz
      1. Advanced Invoicing and Billing Quiz
      2. Course Feedback

    Course Categories

    Advanced
    Certification
    Time & Billing