This one-hour training will cover topics related to billing, invoicing, and other transactional processes on the OfficeRnD platform.
Duration: 1 hour
Setting: Remote/Online
Day 3: Billing Module (1 hour)
Creating and managing invoices:
Raise an invoice (billing section vs customer's profile).
Create an invoice for a period of longer than 1 month.
Understand invoice statuses.
Manually marking one-off fees as paid or waived.
Edit an invoice.
Charging invoices:
Charge invoices (manual step vs auto-charge).
Other invoice documents:
Credit notes.
Record a refund on invoices.
Manual Bill Run (bulk invoicing operations):
Raise multiple invoices with a manual Bill Run.
Exporting and reviewing invoice data:
Export invoicing data:
Export/review invoices that would be generated via a manual/auto-bill run.
Export/review already generated invoices.
Export preset (for accounting purposes - optional).