First Class Training Module 6: Financials

Created by Customer Support, Modified on Thu, 31 Oct, 2024 at 7:06 PM by Customer Support

Video Topic Timeline:

How to set up payment types - 00:33 - 02:48
How to set up level pricing - 02:49 - 03:54
How to set up discounts/vouchers - 03:55 - 04:40
How to set up automated discounts - 4:41 - 5:23
How invoices are created/generated - 05:47 - 10:12
How to manage invoices - 10:14 - 13:56
How to apply/deallocate/allocate credits - 13:57 - 16:14
How to apply bulk credits - 16:16 - 16:58
How to take payments - 17:19 - 20:18
Payment Summary Report/ Payment list - 20:19 - 21:52
Ledger balance report - 21:53 - 22:28