Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Introduction

    • Welcome to Invoicing with Xero Practice Manager - Advanced

    • In this course

    • An Overview to Invoicing with Xero Practice Manager

    • Important Information

  • 03

    Section 2: Create an Invoice from the Invoice Dashboard

    • Overview

    • Creating an Invoice from the Invoice Dashboard

    • How to create an invoice from the Invoice Dashboard - Demonstration

    • Knowledge Check

  • 04

    Section 3: Create an Invoice from a Job

    • Overview

    • Creating an Invoice from within a Job

    • Editing Timesheets

    • Knowledge Check

  • 05

    Section 4: Add, edit, delete, markup and exclude costs on invoices

    • Overview

    • How it works

    • Add or create a single cost

    • How to include a single cost on an invoice - Demonstration

    • Add multiple costs

    • How to add multiple costs to an invoice - Demonstration

    • Mark up costs on an invoice

    • How to apply a markup to costs - Demonstration

    • Edit a cost on an invoice

    • How to edit costs on a draft invoice - Demonstration

    • Delete a cost from an invoice

    • How to delete a cost from an invoice - demonstration

    • How to exclude a cost from an invoice

    • Knowledge Check

  • 06

    Section 5: Add, edit & delete tasks from invoices

    • Overview

    • Important Points

    • Add a single task to an invoice

    • How to add Tasks to an invoice - Demonstration

    • Edit a task on an invoice

    • Add multiple tasks

    • How to add multiple tasks to an invoice - Demonstration

    • Delete a task on an invoice

    • How to delete tasks from a draft invoice - Demonstration

    • Knowledge Check

  • 07

    Section 6: Set up fixed fee invoicing for a job

    • Overview

    • Create a job in Practice Manager

    • Set up the repeating invoices in Xero

    • Update Practice Manager settings

  • 08

    Section 7: Invoice a miscellaneous cost

    • Overview

    • How it works

    • Create a miscellaneous cost

  • 09

    Section 8: Adjust an invoice

    • Overview

    • Apply a discount

    • Adjust time or costs

    • Adjust hours invoiced (calculated price)

    • Adjust amounts invoiced (fixed price)

  • 10

    Section 9: Adjusting an Approved Invoice

    • Explanation

  • 11

    Section 11: How to Remove an Invoice (Cancel vs Delete)

    • Overview

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