7) Accounting & Time Tracking Homework

 

Return to the Account & Time Tracking training article

 

  1. Create a Billing Profile
  2. Go to your Test Student and apply that profile as a Line Item
  3. Apply the Line Item to the invoice, preview, and send it
    1. Add "Thank you for your business!" as an invoice note
  4. Record a payment 
  5. Apply the payment to the invoice, preview, and send it as a payment confirmation
    1. Add "Thank you for your payment!" as an invoice note
  6. Set invoice to go out automatically on a monthly/quarterly interval 

 

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