4.1 | Watch Videos

Getting paid is obviously the most important thing we need to worry about after going live. Note: Creating estimates is identical to creating an invoice. Estimates do not affect your financials, otherwise, the process is the same. You may wish to have your salespeople attend this class but have your TOM Admin do the rest of your training on estimates.

Videos to Watch Prior to Lesson

Accounts Receivable–Videos 1 to 8 (about 30 minutes)

Sales Tax–Videos 1 to 9 (about 22 minutes)

Lesson Time: 60 to 75 minutes

Topics Covered with Trainer

  1. Quick Refresher on Invoice Items and Types
  2. The Basics on Sales Tax
  3. Entering Invoices
  4. How to Create and Apply Customer Credits
  5. Receiving Payments