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Sales Invoicing

The Sales Invoicing module allows users to record details and specify preferences pertaining to the client and invoicing arrangements within Concept.

It allows system users to issue invoices and record payments without having to resort to an external accounting package.

Target Audience

This one-day course is ideally suited for Concept users who are responsible for the generation of invoices for work undertaken and recorded within the Concept base system. Basic Concept Evolution knowledge is required.

Course Content

  • Base System Considerations
    • Overview of Authorisation Limits & System Preferences
    • General System Setup: Payment Terms, Notice Periods & Invoice Types
  • Setting up the Clients & Invoicing Rules
  • Creating an Invoice
  • Modifying an Invoice
  • Activating an Invoice
  • Authorising an Invoice

Relevant queries to be answered throughout the course.

 
  • Deleting an Invoice
  • Creating a Manual Invoice
  • Creating Credit Notes
  • Receipt of Payments
  • Searching for Invoices
  • Invoicing Reports
  • Invoice Issues

Certification

Upon completion of the course, a certificate will be issued to all candidates who have demonstrated a satisfactory level of attendance.

 

Interested in this course?

Contact our team today to discuss your training needs and to arrange your course