In the below video, we will be talking about the invoicing module, specifically an invoicing workflow overview.

By watching this video, you’ll:

  • Learn how to navigate to invoicing

  • Understand the purpose of important tabs within invoicing

  • Learn the workflow of the invoicing module.

Sections

  • 0:00 Intro

  • 0:33 Navigation to Invoicing

  • 1:06 Invoicing Workflow Explanation

  • 2:29 Invoicing Assistant Tab

  • 3:36 Invoice Batches Tab

  • 4:20 Invoices Tab

  • 4:57 Receivables Tab

  • 5:48 Payments Tab

  • 6:11 Deposits Tab

  • 7:15 Review

Training Video

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