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Trams Back Office Training Program for the New User - Week 1 - Profiles and Invoices

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Trams Back Office Training Program for the New User - Week 1 - Profiles and Invoices

  • Updated

Overview

 In this first week, you are learning to master the following Profile and Invoice skills:

  • Learn the four types of Profiles
  • Learn how to manually create and edit invoices.
  • See how invoices affect the Core Reports.

For visual learners:  Watch the recordings listed below.

For text learners:  Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.

 

For both learners:  It's important to practice what you learn!  Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises and skill enhancements.  

Recordings to watch:

  • Trams Back Office Overview – 20 minutes
  • Profile Types – 20 minutes
  • Creating Sales Invoices – 10 minutes
  • Invoice Query – 4 minutes
  • Modifying Existing Invoices – 6 minutes

Recordings for GDS users:

  • Interface Download and Process – 16 minutes

Documents to Read:

Training Assignment

  • Time to Practice: Follow the steps of creating each type of Profile until you are comfortable.
  • Time to Practice: Follow the basic steps of creating an invoice. Create a Sales and a Refund Invoice. Repeat until you are comfortable.

 

Learning Basic Profile and Invoices Skills Additional Resources

Here is a list of additional resources available from Trams and ClientBase Products and Services to help you learn basic profile and invoice skills:

  • From the Trams Back Office program, click Help > Trams Help to open the Help Files.
  • In the Invoices chapter, read sub-chapters:
    • Refunding Invoices
    • Unvoiding Invoices

 

Additional Recordings

  • Core Reports and Management Summary – 16 minutes
  • Global Modify Invoices – 10 minutes
  • Creating Refunds and Adjustments – 10 minutes

Related Articles:

Trams Back Office Training Program for the New User - Overview

Trams Back Office Training Program for the New User - Week 2 - Payments Received and Deposits

Trams Back Office Training Program for the New User - Week 3 - Payments Made and Withdrawals

Trams Back Office Training Program for the New User - Week 4 - ARC/BSP/IAR Reconciliation

Trams Back Office Training Program for the New User - Week 5 - Finalizing Month End

 

 

 

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