Course curriculum

    1. Welcome to Invoicing in XPM

    2. In this course

    3. An Overview to Invoicing with XPM

    4. Important Information

    1. Overview

    2. Create a Deposit Invoice

    3. Editing a Deposit Invoice

    4. Approving a Deposit Invoice

    5. Demonstration of a Deposit Invoice

    6. Knowledge Check

    1. Overview

    2. Creating a Progress Invoice

    3. Editing a Progress Invoice (Descriptions)

    4. Editing a Progress Invoice (adjusting included Timesheet Entries)

    5. Editing a Progress Invoice Amounts (Tasks and Costs)

    6. How to create a Progress Invoice - Demonstration

    7. Knowledge Check

    1. Overview

    2. Creating a Final Invoice

    3. Editing a Final Invoice (Descriptions)

    4. Editing a Final Invoice (adjusting included Timesheet Entries)

    5. Editing a Final Invoice Amounts (Tasks and Costs)

    6. How to create a Final Invoice - Demonstration

    7. Knowledge Check

    1. Assign a billing client

    2. Setting Up Billing Clients for Multi-Client Invoicing

    3. Preparing the invoice

    4. How to create a Multi-Client Invoice - Demonstration

    5. Knowledge Check

    1. Checking for Draft Invoices awaiting Approval

    2. What happens when you approve an invoice?

    3. Sending an Invoice to the client

    4. Knowledge Check

About this course

  • 35 lessons
  • CPD: 1 hour
  • Admin Team

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