Changepoint 2015 eLearning - Invoicing in Changepoint

This series of lessons provides instruction on invoicing in Changepoint.

Invoicing preparation

Billing and tax settings - Introduction (1 min 40 Sec) LAUNCH
Splitting billing amounts in invoices - introduction (3 min 16 Sec) LAUNCH
About billing rates used in invoices (2 min 18 Sec) LAUNCH
Reviewing time and expense records (4 min 40 Sec) LAUNCH
Transferring time and expenses - Introduction (3 min 17 Sec) LAUNCH
Transferring time and expenses (3 min 12 Sec) LAUNCH
Desubmitting time (2 min 51 Sec) LAUNCH
Locking time records (2 min 28 Sec) LAUNCH

Creating Invoices

Creating an invoice (5 min 39 Sec) LAUNCH
Adding time records to an invoice (3 min 4 Sec) LAUNCH
Adding expenses to an invoice (4 min 4 Sec) LAUNCH
Adding fixed fees to an invoice (3 min 48 Sec) LAUNCH
Adding request time to an invoice (3 min 32 Sec) LAUNCH
Adding products to an invoice (3 min 57 Sec) LAUNCH
Adding additional items to an invoice (3 min 8 Sec) LAUNCH
Viewing tax amounts on an invoice (3 min 6 Sec) LAUNCH
Adjusting amounts in an invoice (2 min 52 Sec) LAUNCH
Adding invoice details (2 min 24 Sec) LAUNCH
Submitting an invoice for approval (2 min 12 Sec) LAUNCH

Accessing Invoices

Editing Invoices

Editing an invoice (2 min 58 Sec) LAUNCH
Writing off or writing up time (3 min 24 Sec) LAUNCH
Writing off or writing up an expense or a product (3 min 1 Sec) LAUNCH
Writing off multiple records at a time (3 min 2 Sec) LAUNCH
Associating invoiced time with fixed fees (3 min 40 Sec) LAUNCH

Processing invoices

The invoicing process (1 min 57 Sec) LAUNCH
Approving or rejecting an invoice (2 min 17 Sec) LAUNCH
Committing an invoice (2 min 42 Sec) LAUNCH
Distributing invoice amounts (3 min 44 Sec) LAUNCH
Editing distributed invoice amounts (2 min 8 Sec) LAUNCH
Deleting distributed invoice amounts (2 min 4 Sec) LAUNCH
Sending an invoice by email (2 min 44 Sec) LAUNCH
Marking an invoice as sent (1 min 40 Sec) LAUNCH
Recording a payment (3 min 26 Sec) LAUNCH
Editing a payment (1 min 47 Sec) LAUNCH
Deleting a payment (2 min 5 Sec) LAUNCH
Archiving an invoice (2 min 18 Sec) LAUNCH
Discarding an invoice (2 min 14 Sec) LAUNCH

Processing credit notes

Creating a credit note (3 min 48 Sec) LAUNCH
Accessing a credit note (2 min 0 Sec) LAUNCH
Editing a credit note (2 min 8 Sec) LAUNCH
Committing a credit note (1 min 43 Sec) LAUNCH
Discarding a credit note (2 min 2 Sec) LAUNCH
Approving a credit note (1 min 8 Sec) LAUNCH

Batch Processes and Reports

Generating invoices in batches (5 min 27 Sec) LAUNCH
Submitting invoices and credit notes in batches (2 min 7 Sec) LAUNCH
Approving invoices and credit notes in batches (2 min 57 Sec) LAUNCH
Distributing invoices in batches (2 min 40 Sec) LAUNCH
Committing invoices and credit notes in batches (2 min 6 Sec) LAUNCH
Archiving invoices in batches (2 min 40 Sec) LAUNCH
Batch emailing invoices (3 min 5 Sec) LAUNCH
Batch printing invoices and credit notes (4 min 12 Sec) LAUNCH

INVOICING