Billing and invoice Training

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Billing and invoice Training

What is Billing and invoice Training Course?

Billing & Invoice Training Course: Learn the end-to-end billing workflow—creating compliant invoices (taxes, terms, credits), automating repeats, and handling disputes with accuracy.

Get hands-on with templates, automation, and reporting to reduce errors, speed up collections, and improve cash flow.

Course Highlights

What You Will Learn

Create invoice templates, build item catalogs, configure taxes (GST/HST/VAT), set payment terms, and apply your branding.

Generate, send, and track invoices; manage partial payments, deposits, progress billing, and milestone-based invoicing.

Apply credits, discounts, and write-offs properly, and issue credit notes with full compliance and accuracy.

Record payments (cards/ACH/e-transfer), reconcile bank feeds, resolve mismatches, and maintain clean financial records.

Establish a complete A/R system: automated reminders, dunning processes, dispute handling, and aging report analysis.

Course Details

$250 per participant

6–8 hours total (two sessions) + optional office hours

Online Classes

Yes

English

Ideal Candidates

Freight brokerages and dispatch companies

Enhance internal processes and train staff to deliver consistent results.

Logistics startups scaling operations

Lay the groundwork for sustainable growth with expert-led consulting.

Mid-size and enterprise-level 3PLs

Optimize team performance and integrate advanced workflow solutions.

Carriers developing in-house brokerage teams

Build and launch brokerage divisions with confidence and compliance.

Employers looking to improve team performance and retention

Empower your workforce with targeted skills training and long-term support.

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Billing and invoice Training

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