Invoice Portal Administrator

Course Title: Invoice Portal Administrator
Skill Level: Intermediate


Description: This course is designed to provide Invoice Portal administrators with the essential knowledge and skills required to effectively use the advanced menu options and extended configuration capabilities available on their member accounts.

Objectives: Upon completing this course, the learner will be able to:

  • Customize member account settings, including specifying whether to send or receive invoices.
  • Specify organization details and party identifiers.
  • Edit recipient settings and add additional recipients to the member account.
  • Understand the process of specifying registered office and tax certificate information in the member account settings.
  • Explain the different user roles in the Invoice Portal.
  • Add users to a member invoice portal account.
  • Edit member user settings and permissions.
  • Manage existing member users, including deactivating or removing them.
  • Enable two-factor authentication.
  • Send and receive invoices using the Invoice Portal.
  • List the statistical reports available to member administrators.
  • Generate a statistical report using the Invoice Portal.

Methodology: The training is delivered using interactive lessons and videos covering theory and step-by-step instructions on how to perform basic tasks in Invoice Portal.

Audience:  Administrators seeking training on the Invoice Portal

Prerequisites: None

Course Access: 365 days from enrollment date