Customer Accounts and Contracts for Administrators - Course Manual
Welcome to the Customer Accounts and Contracts for Administrators course manual, where you can learn how to:
- Create a customer.
- Navigate and modify a customer profile.
- Create a customer contact.
- Create a sign-in for the customer portal.
- Create a customer invoice.
- Create a customer invoice adjustment.
- Perform invoice maintenance.
- Create a write-off.
- Create a customer refund.
- Create a customer contract.
- Create a billing schedule.
- Create a customer invoice for billing installments.
- Create a revenue recognition schedule.
- Describe the revenue life cycle.
- Identify revenue domains and business processes.
- Create revenue recognition accounting.
- Record and apply a customer payment.
- Configure auto-application of customer payments.
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