Creating Invoices

Discover how to create invoices, improve financial accountability and cash flow by streamlining the entire billing process from item selection to client notification.

Receiving Payments and Reporting

Review how to monitor your cash flow. Review how to streamline payment tracking and reconciliation to improve operational efficiency and maximize profitability.

Invoice Settings and Customization

Learn how to gain centralized financial control over your projects, effortlessly handle diverse billing models while ensuring every invoice is branded and accurate.

About the course

This course guides you on how to manage your entire billing lifecycle within Kantata for centralized control and maximum profitability. You'll focus on ensuring workflow accuracy and control through the approval process and client automation, ultimately gaining the skills to control costs, drive informed decisions, and strengthen financial accountability. Review how to establish core financial structures, manage access permissions, and utilize Fixed Fee, T&M, and Blended billing models.

Curriculum

4 Chapters · 24 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Overview & Learning Goals

  2. 2

    Invoicing: Creating, Editing, and Deleting

    1. (Included in full purchase)

      Module 1: Invoicing: Creating, Editing, and Deleting

    2. (Included in full purchase)

      Scenario: Invoicing and Reconciliation

    3. (Included in full purchase)

      Activity: Invoicing

    4. (Included in full purchase)

      Reading: Creating Single or Multiple Invoices

    5. (Included in full purchase)

      Activity: Creating an Invoice

    6. (Included in full purchase)

      Reading: Viewing Invoices

    7. (Included in full purchase)

      Reading: Editing or Deleting an Invoice

    8. (Included in full purchase)

      Knowledge Check: Invoicing

  3. 3

    Accepting Payments & Financial Data

    1. (Included in full purchase)

      Module 2: Accepting Payments & Financial Data

    2. (Included in full purchase)

      Scenario: Financial Reporting

    3. (Included in full purchase)

      Reading: Accepting Payments

    4. (Included in full purchase)

      Activity: Accepting Payments

    5. (Included in full purchase)

      Reading: Financial Reporting

    6. (Included in full purchase)

      Activity: Finances Analytics Reporting

    7. (Included in full purchase)

      Knowledge Check: Accepting Payments and Financial Analytics

  4. 4

    Financial Control & Settings

    1. (Included in full purchase)

      Module 3: Financial Control & Settings

    2. (Included in full purchase)

      Reading: Centralized Financial Control

    3. (Included in full purchase)

      Reading: Invoice Settings

    4. (Included in full purchase)

      Activity: Customizing Invoices

    5. (Included in full purchase)

      Reading: Project-Level Invoicing Preferences

    6. (Included in full purchase)

      Knowledge Check: Financial Reporting

    7. (Included in full purchase)

      Reading: Course Conclusion

    8. (Included in full purchase)

      Survey: Course Feedback

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$75.00

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