Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Welcome to Invoicing in XPM

    • Welcome to Invoicing in XPM

    • In this course

    • An Overview to Invoicing with Xero Practice Manager

    • Important Information

  • 03

    Section 2: Create a Deposit Invoice

    • Overview of Deposit Invoices

    • Create a Deposit Invoice

    • Editing a Deposit Invoice

    • Approving a Deposit Invoice

    • Demonstration of a Deposit Invoice

    • Knowledge Check

  • 04

    Section 3: Create a Progress Invoice

    • Overview

    • Creating a Progress Invoice

    • Editing a Progress Invoice (Descriptions)

    • Editing a Progress Invoice (adjusting included Timesheet Entries)

    • Editing a Progress Invoice Amounts (Tasks and Costs)

    • How to create a Progress Invoice - Demonstration

    • Knowledge Check

  • 05

    Section 4: Create a Final Invoice

    • Overview

    • Creating a Final Invoice

    • Editing a Final Invoice (Descriptions)

    • Editing a Final Invoice (adjusting included Timesheet Entries)

    • Editing a Final Invoice Amounts (Tasks and Costs)

    • How to create a Final Invoice - Demonstration

    • Knowledge Check

  • 06

    Section 5: Multi-Client Invoices

    • Assign a billing client

    • Setting Up Billing Clients for Multi-Client Invoicing

    • Preparing the invoice

    • How to create a Multi-Client Invoice - Demonstration

    • Knowledge Check

  • 07

    Section 6: Approve & send an invoice (Expanded Explanations)

    • Checking for Draft Invoices awaiting Approval

    • What happens when you approve an invoice?

    • Sending an Invoice to the client

    • Knowledge Check

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