Accounting Training

The videos contained in this Article are the same training materials as the improveit 360 Academy site. If you need to see How to Approve or Cancel a Sale, see: Sales Manager Training

1-minute Accounting Introduction

Processing Payments in Real-time using PaySimple, 1-minute video: 

Create Payment Links with PaySimple to Request a Payment 4-minute video: 

NOTE: As of March 21, 2025 there is a known bug which prevents Settled Payments from being created in improveit 360. When the Payment is Settled in PaySimple, your team will need to manually create a Payment record once the funds are settled. 

More information or Sign Up for PaySimple: HERE

Log Payments manually and Assign Payments to Projects in this 1.5min video: 

Using Payment List Views to track Deposits that need to be Applied to Projects: 

Next up is creating Lender Accounts, setting up Loan Options and creating Loan records related to Quotes and Sales:

Next we will look at Commission and Commission Adjustment objects used to track how much your Staff is due to be paid and when those Commissions are paid out. 

See also: Commission and Commission Adjustments 

Finally, let's review how to Generate a Sales Invoice Document within your improveit 360 system. Documents can be generated from the Account, Sales Appointment, Quote or Sale page. 

If you are interested in setting up a QuickBooks Integration, we work exclusively with DB Sync as our QuickBooks Integration Partner.