Objective: Learn various ways in the system to see and send invoices, apply charges, and take payments on orders.
Task: Practice basic order navigation and check out the "Receivables" Report.
The following video will walk you through how to view invoices, save invoices as PDFs, pay orders, view which customers owe on orders, and email customers using our templates:
Continue to the Next Training Module: C4. Take a Payment and Reverse the Payment