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TRAINING MANUALS
LEARNING
iQ e-LEARNING ACADEMY
WEBINARS AND TRAINING
RELEASE NOTES
IDEATION
IDEATION FORUM
IDEATION FORUM: INTACT STAFF
STAFF ONLY
SUPPORT
FAQ
TRAINING MANUALS
LEARNING
iQ e-LEARNING ACADEMY
WEBINARS AND TRAINING
RELEASE NOTES
IDEATION
IDEATION FORUM
IDEATION FORUM: INTACT STAFF
STAFF ONLY
SUPPORT
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iQ Training Academy
Back Office: Sales Ledger
Back Office: Sales Ledger
Curriculum
6 Sections
5 Lessons
50 Minutes
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Module 1: Invoicing
In this module, you will learn about Customer Invoice runs and Invoice Creation.
1
1.1
Sales Ledger: Invoicing
8 Minutes
Module 2: Customer Funds
This lesson goes in-depth into Customer Receipts, Customer Lodgement and Customer Refunds and Payments
1
2.1
Sales Ledger: Customer Funds
11 Minutes
Module 3: Allocating Money
This module demonstrates how to perform Customer Allocations, de-allocations and looks at editing errors.
1
3.1
Sales Ledger: Allocating Money
7 Minutes
Module 4: Customer Credit Notes and Returning Funds
This final lesson covers how to set up Credit Notes for customers, as well as other customer payments.
1
4.1
Sales Ledger: Customer Credit Notes and Returning Funds
6 Minutes
Quiz: Sales Ledger
1
5.1
Back Office: Sales Ledger
10 Minutes
4 Questions
Key Takeaways
1
6.1
Sales Ledger: Top Tips to Remember
5 Minutes
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