What You'll Learn

  • The purpose of customer invoicing and how it fits into the overall customer to cash business process

  • Key terminology related to Customer Invoicing

  • The different customer invoicing processes, and identify the correct approach for a specific customer and contract

2 Hours

Estimated time to complete

Course curriculum

    1. Important: This Course is being Updated

    2. Start Here

    3. Where are we in the Business Process?

    4. Flowchart: Where are we in the Business Process?

    5. Who is Customer Invoicing for?

    6. Requirements for Taking this Course

    7. Course Structure

    8. Flowchart: Course Structure

    1. Introduction to Customer Invoicing for all Roles

    2. The Importance of Customer Invoicing

    3. Summary: The Importance of Customer Invoicing

    4. Key Terms & Definitions

    5. Meet our Customers!

    6. Project Types and Income Recognition

    7. The Two Ways We Invoice Donors and Customers

    8. Visual: How We Invoice Donors and Customers

    9. Working Together

    10. Summary: Working Together

    11. Wrap Up of Customer Invoicing for all Roles

    12. Get Ready to Review Customer Invoicing for all Roles

    13. Review of Customer Invoicing for all Roles

    14. Employee Support

    15. CONGRATULATIONS

    1. Your role in Customer Invoicing

    2. About this Chapter

    3. Learning Objectives

    4. Critical data fields

    5. Section 1: Managing Donor Instalments

    6. Let's get started!

    7. Instalment Planning

    8. Instalment Planning - Keep in mind

    9. Instalment Schedule

    10. Where is Instalment Planning?

    11. How to do Instalment Planning

    12. Video: How to do Instalment Planning

    13. Troubleshooting Instalment Planning

    14. Wrap Up of Instalment Planning

    15. Get Ready to Review Instalment Planning

    16. Instalment Planning Quiz

    17. Instalment Request

    18. How to do an Instalment Request

    19. How to Update a Milestone in DRC Dynamics

    20. How to Upload Documentation for the Instalment Request

    21. Wrap-Up of Instalment Request

    22. Get Ready to Review Instalment Request

    23. Instalment Request Quiz

    24. Instalment Receipt

    25. Instalment Receipt for Matching Instalments

    26. Instalment Receipt for Unmatched Instalments

    27. Troubleshooting Instalment Receipt

    28. Wrap-Up of Instalment Receipt

    29. Get Ready to Review Instalment Receipt

    30. Instalment Receipt Quiz

    31. On Account Transactions, Corrections & Reimbursements

    32. About the On Account Transactions Report

    33. On Account Transactions Data

    34. Two Ways to Access On Account Transactions Data

    35. How To Access On Account Transactions for a Grant

    36. How To Access All On Account Transactions

    37. Making Corrections

    38. How to Make Corrections

    39. Video: How to Make Corrections

    40. Donor Reimbursement

    41. Make a donor reimbursement

    42. Wrap-Up of On Account Transaction , Corrections & Reimbursements

    43. Controlling Measures

    44. Controlling Measures - Quiz

    45. Get Ready to Review On Account Transactions, Corrections & Reimbursements

    46. On Account Transactions, Corrections & Reimbursments Quiz

    47. Section 2: Invoicing Commercial & Other Customers

    48. How to do a Payment Request

    49. Payment Receipts

    50. Wrap-up of Invoicing Commercial & Other Customers

    51. Get Ready to Review Invoicing Commercial & Other Customers

    52. Invoicing Commercial Contract & Other Customers - Quiz

    53. Employee Support

    54. CONGRATULATIONS

    1. Your role in Customer Invoicing

    2. About This Chapter

    3. Learning Objectives

    4. Critical data fields

    5. Section 1: Managing Donor Instalments

    6. Let's get started!

    7. Instalment Planning

    8. Instalment Request

    9. Create Project Invoice

    10. Post Project Invoice

    11. Instalment Request - How To

    12. Find the Project Invoice

    13. Troubleshooting Instalment Requests

    14. Wrap Up of Instalment Planning & Request

    15. Get Ready to Review Instalment Planning & Request

    16. Instalment Planning & Request Quiz

    17. Instalment Receipt

    18. Bank Fees

    19. How to do an Instalment Receipt - Step 1

    20. Instalment Receipt - Step 2

    21. Instalment Receipt - Step 3

    22. Video: How to do an Instalment Receipt

    23. Troubleshooting Instalment Receipts

    24. Wrap Up of Instalment Receipt

    25. Get Ready to Review Instalment Receipt

    26. Instalment Receipt Quiz

    27. On Account Transactions, Corrections & Reimbursements

    28. On Account Transactions Report

    29. Overview of On Account Transactions

    30. On Account Transactions - How To

    31. On-Account Transactions - How To

    32. Making Corrections

    33. Donor Reimbursements

    34. Wrap-Up On Account Transactions, Corrections and Reimbursments

    35. Get Ready to Review On Account Transactions, Corrections & Reimbursements

    36. On Account Transactions, Corrections & Reimbursments Quiz

    37. Controlling Measures

    38. Controlling Measures - Quiz

    39. Section 2: Invoicing Commercial and Other Customers

    40. Invoicing Commercial & Other Customers

    41. Payment Request

    42. How to do a Payment Request

    43. Payment Receipt

    44. How To do a Payment Receipt

    45. Troubleshooting Invoicing Commercial & Other Customers

    46. Wrap Up of Invoicing Commercial & Other Customers

    47. Get Ready to Review Invoicing Commercial & Other Customers

    48. Invoicing Commercial & Other Customers Quiz

    49. Employee Support

    50. CONGRATULATIONS

    1. Credits

About this course

  • 128 lessons
  • Video Content