Video 601: Invoicing Workflow Overview

  • Published on Oct 15, 2025
  • 1 minute(s) read
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In this video, you’ll learn:

  • How to navigate to invoicing

  • The purpose of important tabs within invoicing

  • The workflow of the invoicing module.

Sections

  • 0:00 Intro

  • 0:33 Navigation to Invoicing

  • 1:06 Invoicing Workflow Explanation

  • 2:29 Invoicing Assistant Tab

  • 3:36 Invoice Batches Tab

  • 4:20 Invoices Tab

  • 4:57 Receivables Tab

  • 5:48 Payments Tab

  • 6:11 Deposits Tab

  • 7:15 Review

Training Video