Lesson 7Everyday useComing soon
Billing and getting paid: drafts, invoices, payments and statements
Nothing lands on your books until you say so — the draft, the approval, the payment, the statement, and the list of who has owed you longest.
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26 min6 Chapters
What it covers
- 00:00Why a finished case raises a draft, not a bill
- 03:30The drafts worklist, and approving
- 08:00Discounts, whole invoice and per line
- 12:00A payment: oldest first, or one named invoice
- 17:00Void, postpone, and converting back to a draft
- 21:00Statements, and who has owed you longest
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