Progress: 22 of 30 Days

Day 22 Feature: Invoicing

Today you'll learn where invoicing is located and how billing can be managed inside CDM.

The invoicing feature allows you to create, customize, and manage invoices directly from the platform.

Why This Matters

Invoices help you keep track of services you've provided and organize your records in one place.

Having a billing system inside your business helps keep customer accounts organized and makes it easier to track payments and services.

This training will walk you through the Invoicing section and show you how to create and manage invoices inside CDM.

You'll also learn how invoicing can be used for standard billing and pay-per-deletion services.

Step 1:

Locate the Invoicing Section

From the left navigation menu, click Billing and select Invoicing from the menu.

Review the available billing and invoice management options.

Step 2:

Review Invoice Settings

Explore the invoice setup options and become familiar with the information that can be included on invoices.

Review how invoices are organized and managed within the system.

Step 3:

Review Available Invoice Types

Take a look at the invoicing tools available for both standard services and pay-per-deletion billing.

Become familiar with where invoices are created, managed, and tracked.

Know where invoicing is.

If you're unsure how to set up invoicing or configure billing options, contact our Support Team for assistance.

We're here to help you succeed.