Ajera Series: Entering Client Receipts with Bill & Pay
Overview
Course Details
This video covers the processes and workflows for entering client receipts when using the Bill & Pay integration in Ajera.
Duration: 4mins
Course Objectives
- Demonstrate the general workflow for using Bill & Pay.
- Recall the process of setting up email templates to use Bill & Pay linking.
Instructor
Tony Colombo
Ajera SME
Glossary
| Bill & Pay | A third-party company that partnered with Deltek Ajera to provide a seamless payment integration for Client Invoices. |
| Invoice | Notification to clients of payment for service rendered. |
| Receipt | Payment from clients for services rendered. |
Resources
Click on the links below to download the files.
| Guided Practice | The Acumen Fuse Boot Camp Series Part 1: Quick Start - Guided Practice that contains the steps to the activities you can replicate on your own copy of Acumen Fuse or with the Deltek Learning Lab. |
| Acumen Fuse Boot Camp Series Sample File | A zip file of sample projects used in this course that you can download and import into your own copy of Acumen Fuse for practice. |
