Credit Notes Archives - The Workflow Academy

Course Content

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Introducing our Use Case

Items and Invoices

Payments Received

Bills and Payments Made

Examples of Bills and Expenses

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Intro to Sales Orders

Purchase Orders

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Recurring Invoices and Bills

Retainer Invoices

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Warning: This is Where a CPA is Most Often Needed

Primer on Debits and Credits

Debits and Credits on an Invoice

Which Transactions Hit the Books?

Debits and Credits on Payments Received

Debits and Credits on Bills and Payments Made

Debits and Credits on an Expense

BONUS ROUND: Journal Entries

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The Three Holy Reports of Accounting

Profit and Loss Statement

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Time-Tracking within Accounting Software

Retainer Invoices and Timesheets

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A Brief Primer on Sales Tax (in the US)

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Transaction Templates

Bank and Credit Card Feeds

Payment Gateways