Course curriculum

  • 1

    Silver Lesson 1: Clients & Matters

    • Matters Tab

    • Matters Details

    • Silver Lesson 1 Quiz
  • 2

    Silver Lesson 2: Invoicing

    • Overview

    • Invoice & Email Formatting

    • Ready to Bill

    • Drafting an Invoice

    • Approved Invoices

    • Invoice Delivery Methods

    • Trust Statements & Payments

    • Undoing an Invoice

    • Viewing & Sorting Invoices

    • Silver Lesson 2 Quiz
  • 3

    Silver Lesson 3: Time & Expenses

    • Calendar Tab

    • Creating Time Entries

    • Filtering and Reviewing

    • Expenses
  • 4

    Silver Certification

    • Silver Certification Quiz