Accounting and Invoicing

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Contenu du cours

Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 40 xp
  - Quiz
- Update your chart of accounts 10 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 60 xp
  - Quiz
Invoicing
- Customer invoices 60 xp
- Customer invoice from sales order 60 xp
- Issuing a Credit Note 40 xp
  - Quiz
- Invoice digitization with OCR 40 xp
  - Quiz
- QR Code on Invoices for European Customers 60 xp
  - Quiz
- Registering a Vendor Bill 60 xp
  - Quiz
- Payment terms 40 xp
  - Quiz
- Terms & Conditions 40 xp
  - Quiz
Payments
- Customer and Vendor Payments 60 xp
  - Quiz
- Online Payments 60 xp
  - Quiz
- Customer payment follow-up 40 xp
- Batch Deposit of Checks 40 xp
  - Quiz
- Cash discount 40 xp
  - Quiz
Bank and Cash
- Bank Configuration 60 xp
  - Quiz
- Bank Statements & Bank Synchronization 40 xp
  - Quiz
- Bank reconciliation 60 xp
  - Quiz
- Reconciliation Models 40 xp
  - Quiz
- SEPA Credit Transfer 60 xp
  - Quiz
- SEPA Direct Debit 40 xp
  - Quiz
Taxes
- Taxes and VAT 40 xp
  - Quiz
- Cash basis 60 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 80 xp
  - Quiz
- Extra Taxes (ecotax, alcohol, luxury,...) 60 xp
  - Quiz
- US Tax Compliance - Avatax 40 xp
  - Quiz
Accounting management
- Assets Management 40 xp
  - Quiz
- One-shot deferred revenues and expenses 40 xp
  - Quiz
- Deferred Revenue and Expenses 60 xp
  - Quiz
- Analytic Accounting 60 xp
  - Quiz
- Budget Management 60 xp
  - Quiz
- Multi company and Journal Groups 40 xp
  - Quiz
Reporting
- Financial reports 60 xp
  - Quiz
Inventory valuation
- Inventory Valuation 60 xp
  - Quiz
- Continental Inventory Valuation 60 xp
  - Quiz
- Anglo-Saxon Inventory valuation 40 xp
  - Quiz
End of period
- Multi-currency - Realized Gains/Losses 60 xp
  - Quiz
- Multi-currency - Unrealized Gains/Losses 40 xp
  - Quiz
- Closing the fiscal year 40 xp
  - Quiz

Online Payments

60 XP

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In this video, learn how to set up and configure payment providers to allow online payment of invoices and orders for your customers. Thanks to the customer portal, customers can access and pay their invoices and orders online with credit cards, online banking, wired transfers, and more!

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1. Where can I customize the messages displayed in case of online payment?