Survey | PRO Software Solutions

I can group invoices by Month OR by Day

True

False

What is the best way to edit an invoice after it has been validated?

Delete and then Recreate

Action --> Duplicate

Cancel, Reset to Draft, then Edit

PRO does not offer the ability to edit an invoice after it has been Validated

Customer can pay for multiple invoices at the same time through their portal

True

False

Tell us how we can make this test better.

Grouping Records is ONLY useful in Accounting/Billing

True

False

I can only validate invoices individually in PRO

True

False

What would be the best option to see my open invoice totals by month?

Group By Customer and Month any Invoice View

Filter for Open Invoices THEN Group by Invoice Month

Filter for Draft THEN Group by Invoice Month

None of these

I can edit any invoice that is in Draft State

True

False

I can perform the following batch actions on Invoices (Select ALL that Apply)

Send Email

Batch Print

Update Pricing

Update Billing Periods

Update Customer

Export to Excel

None of the Above

Vernon recommends using Action --> Send to send newly validated invoices to stay out of the Spam Folders of my customers.

True

False

Billing Course 1 Module 2 Test

I can group invoices by Month OR by Day

What is the best way to edit an invoice after it has been validated?

Customer can pay for multiple invoices at the same time through their portal

Tell us how we can make this test better.

Grouping Records is ONLY useful in Accounting/Billing

I can only validate invoices individually in PRO

What would be the best option to see my open invoice totals by month?

I can edit any invoice that is in Draft State

I can perform the following batch actions on Invoices (Select ALL that Apply)

Vernon recommends using Action --> Send to send newly validated invoices to stay out of the Spam Folders of my customers.

Please enter in your Name, Company, and Email to complete the Quiz *