Finance Training

Finance is related to every aspect of The Predictive Index. In this course, you’ll develop the basic PI Finance acumen necessary to help your clients. You’ll learn how to interpret the different ways to pay invoices, and learn how to apply sales tax and exemptions.

1 Courses
30 minutes completion time

What you'll learn

  • Troubleshoot an unpaid or unreceived client invoice
  • Change an Invoice Contact
  • Respond to sales tax inquiries
  • Exempt a client from sales taxes
  • Invoice payments
  • Earn commissions from PI
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