Lessons
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Introduction to Client Ledger
96 min
Course Overview
Quick Wins
How to Add a Direct Advance
6 min
How to Access the Client Ledger
1 min
How to Add an Agency Bill Invoice
9 min
How to Add a Credit Invoice
2 min
How to Add a Finance Deposit for Down Payments
7 min
How to Add a Finance Invoice
11 min
How to Enter Direct Bill Commissions on the Client Ledger
4 min
How to Add Client Journal Entry to Write off Balances
3 min
How to Enter a Client Receipt
3 min
Additional Training
Full Webinar Recording
50 min
How to Add a Finance Deposit for Down Payments
