Curriculum
Course: Finance - Operations
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Curriculum

Finance - Operations

Lesson - Enrolment Dashboard - Financial Transactions

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Lesson - New invoice

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Lesson - Negative Invoice

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Lesson - Recreate Invoice

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Lesson - Edit Invoice

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Lesson - Add or Edit Application instalments (invoices)

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Lesson - Receipt

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Lesson - Refunds

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Lesson - Transfers

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Lesson - Agent Dashboard - Financial Transactions

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Lesson - Bonus Invoice

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Lesson - Pending Payments

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Lesson - Commission payments

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Lesson - Agent Transactions

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Video lesson

ED – New Invoice

By the end of this lesson, you will understand:

 

  • The structure of the New Invoice screen
  • How to use Instalment Plans to generate multiple invoices
  • How to recalculate an invoice
  • How to view and manage generated invoices, including edit/delete options
  • The ability to email or print final invoices after creation.

IMPORTANT: At the end of this lesson, you will then need to complete the quiz for it before moving on to the next Lesson.