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Lesson 1: Bill Customers

In this lesson we will cover how to Manually Create a Billing, Clone and Merge Billings, Bill From an Opportunity, and Create and Manage Recurring Billings.

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Training Modules

Module 1: Manually Create a Billing

In this training module we will cover how to manually Create and Post a Billing.

Module 2: Clone and Merge Billings

In this training module we will review an efficient way to duplicate a Billing using the Clone functionality and learn how to merge multiple Billings into one customer invoice.

Module 3: Bill From an Opportunity

In this training module we will cover the process for creating, editing, and posting a customer Billing from an Opportunity.

Module 4: Create and Manage Recurring Billings

In this training module we will explore how to efficiently manage Recurring Billings by utlizing the Accounting Seed Recurring Billing functionality. We will also cover how to easily mass create Billings from a Recurring Billing List View.

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