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      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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