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Webinar: Basics of Billing

In the Basics of Billing webinar we walk through general billing steps that include generation, applying payments, discounts, and write offs.

Handout materials

Access our handout Training materials in the Basics of Billing PDF Handout.

What's covered

Throughout the presentation different questions are posed. Do your best to answer along! Pause when the "Active Poll Running" slide is displayed so that you can take your time to explore your account.

During this session we discuss:

  • Bill Settings
  • Bill Themes
  • Bill Generation
  • Quick Bill
  • Edit Bills
  • Discounts, Credit Notes, Write-Offs
  • We end the session with some discussion around training resources, and our Support site.

After completing the Basics of Billing webinar, take a look at our Upcoming Webinars.