Your course, step by step.
Follow the lessons in order, or jump to what you need.
- Prepare a quote for client review4 min lessonPrepare and review a quote before a person sends it to the client.
- Create and review a customer invoice4 min lessonCreate a reviewed invoice and understand its balance and activity.
- Set up recurring invoices4 min lessonSchedule future invoice creation and choose whether each invoice is reviewed or sent.
- Start a project from an accepted quote6 min lessonConnect acceptance, the won deal, invoice, and reviewed project kickoff.
- Complete delivery and close out a job6 min lessonUnderstand delivery completion, financial settlement, and the resulting closeout state.