Course Description
Welcome to the ‘Third Parties’ course! This course is all about helping you understand third parties, manage price lists and credit notes.
We’ll break down the basics of third party management, giving you the tools to make your business more profitable and your financial tasks easier to handle. It’s a practical guide to mastering these important aspects of running a business successfully.
What You'll Learn
- Customize Third Parties
- Customize Price Lists
- How to Utilize Price Lists
- How to Utilize Credit Notes
- Associate Clients with Third Parties
- Associate Clients with Price Lists
- How to Track Credit Notes
- Expert Tips & Tricks
Who This Course Is For
- Business Owner
- Manager
- Finance
- Admin
- Receptionist
Key Concepts Covered Include
- How to navigate & setup the third parties
- How to get the most out of the third party tools
- Best practices for setup