WEB-BASED BILLING PRO CERTIFICATION CURRICULUM

The Billings Pro Partner Certification Program is an online training program that provides interactive leader-led instruction on Billings Pro. This 1.5 hour session is divided up into 12 learning modules and is designed to lead students through a logical process for understanding all aspects of the operational functionality as well as configurable options of Billings Pro. This program is a prerequisite to becoming a Billings Pro Partner. Each session can be reviewed as many times as a student would like for up to one year from registration allowing for continued retention of materials as well a review resource.

Introduction to Billings Pro

• Getting a basic understanding of Billings Pro.
• Comprehending the overall Billings Pro workflow.
• Establishing the appropriate knowledge of Billings Pro system requirements.

Installing Billings Pro Server Admin

• Billings Pro Server installation.
• Configuring the initial server set up.
• Defining the connected workers and their capabilities.
• Identifying and setting up the server panes for custom configuration.

Installing Billings Pro

• Billings Pro Client installation.
• Initial server connection and final configuration options.
• Navigation and interface understanding.

Installing Billings Pro Touch

• Installing the Touch Client application on mobile devices.
• Setting up the connection to Billings Pro Touch server.
• Defining the connection settings.

Timecard

• Defining timecard and its capabilities.
• Understanding how timecard works.
• Connecting to Switchboard.
• Creating slips.

Editing, Approving, and Invoicing

• Understanding the approval process.
• Finding slips to approve.
• How to modify a slip.
• Smart-filters and the approval process.
• Creating and sending invoices.

Customizing Billings Pro Invoices

• Modifying a default invoice.
• How to add and remove items to an invoice.
• Making custom invoices appear as selectable options.

Key Differences

• Being able to identify the key differences between Billings Pro and Billings.
• Understanding the Billings Pro options for appropriate consultation.
• Clearly defining the key product strengths.

Billings for Multiple Workers

• Defining the process for creating a multiple worker workflow.
• How to set up multiple workers.
• Understanding who has permission to do what inside of Billing Pro.

A Basic Walkthrough of Billings Pro

• Opportunity to create a Billings Pro environment via instructor-led steps.
• Reconfirming the process of installation configuration.
• Re-establishing the concepts and workflow objectives of Billings Pro.

Integration

• Understanding how to create a compatibility workflow with Daylite.
• Knowing what options are available for integration in an established work environment.

Troubleshooting

• Common troubleshooting issues
• Procedures, processes and best practices.
• Defining the office champion.