Invoicing, Petty Cash and Creditors
Almost every business, from a two-person electrical contractor to a large mine, needs people who can prepare a quote, issue a correct invoice, keep petty cash in order and make sure suppliers are paid on time. These jobs look simple, but small mistakes cost real money: an invoice with the wrong VAT, a missing petty cash slip, a supplier paid twice, or a payment sent to a fraudster's bank account. This course takes you through the document trail from quote to payment. You learn to prepare quotes, handle purchase orders and delivery notes, write correct tax invoices and credit notes, calculate VAT, send customer statements and follow up overdue accounts, run and balance a petty cash float, check supplier invoices with the three-way match, and pay suppliers on time and safely. The course is fully online and self-paced. Each lesson has a short activity in your workbook. You finish with a practical task and a final assessment, and you receive a MetaCo Certificate of Completion that you can add to your CV.
What you will learn
Prepare quotes and invoices, send statements, control petty cash and pay suppliers correctly and on time: the everyday work of a finance or admin clerk.
- Module 1: Introduction
- Module 2: Quotes and Orders
- Module 3: Invoices and Credit Notes
- Module 4: Statements and Debtors
- Module 5: Petty Cash
- Module 6: Creditors: Paying Suppliers
- Module 7: Putting It into Practice
How it is assessed
Short quizzes as you go, a final assessment with three attempts (fresh questions each time) and a practical task.
Certificate
MetaCo Certificate of Completion, with your own number and a QR code employers can scan. This certificate confirms completion of a MetaCo short course.
Part of the pathway: Finance Clerk
What you get
- The lessons, quiz and practical task
- A downloadable workbook (PDF)
- The Finance toolkit
- A one-page cheat sheet to keep
- The MetaCo certificate with a QR verification link, and a "Copy to my CV" line
- The Career Starter Kit, free with your first purchase
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