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CourseFinance

Accounting and Invoicing

5 lessons27 min2 learners11 views

Five written lessons on the Accounting app: the dashboard, invoicing a customer, recording a payment, reconciling the bank, and reading the profit and loss and the balance sheet.

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Accounting Basics1 lesson4 min

  1. 4 minThe accounting dashboardWritten lesson4 min3 questionsup to 10 karmaWhat each card on the accounting dashboard tells you, and where its buttons lead.

Invoicing1 lesson6 min

  1. 6 minInvoice a customerWritten lesson6 min3 questionsup to 10 karmaCreate, confirm and send a customer invoice, and correct one with a credit note.

Payments1 lesson5 min

  1. 5 minRecord a customer paymentWritten lesson5 min3 questionsup to 10 karmaRegister a payment against an invoice, including a partial one, and see why an invoice shows In Payment.

Bank and Cash1 lesson6 min

  1. 6 minReconcile the bankWritten lesson6 min3 questionsup to 10 karmaMatch each bank transaction with what it pays: an invoice, a bill, or a cost such as bank charges.

Reporting1 lesson6 min

  1. 6 minProfit and loss, balance sheetWritten lesson6 min3 questionsup to 10 karmaRead the two statements every owner asks for, change the period, compare with last year and export them.

Keep the books from invoice to balance sheet

Five written lessons on the Accounting app: the dashboard, invoicing a customer, recording a payment, reconciling the bank, and reading the profit and loss and the balance sheet.

What you will be able to do

  • Know what each card on the accounting dashboard is telling you
  • Create, confirm and correct a customer invoice
  • Record a full or partial payment against an invoice
  • Match every bank transaction with what it paid
  • Read the profit and loss and the balance sheet, compare periods and export them

Keep the books: invoice customers, record payments, reconcile the bank, and read your profit and loss and balance sheet.

Level
Basic
Lessons
5
Written lessons
5
Quizzes
5
Total time
27 min
Learners
2
Updated
October 2026
Topics
Basic

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