Basic Invoicing and Accounting Principles Training

Learning Outcomes

• Apply basic invoicing principles to prepare and process customer invoices accurately.
• Demonstrate understanding of accounting principles by recording financial transactions in journals and ledgers.
• Analyze source documents to verify transaction details and ensure compliance with organisational policies.
• Implement basic internal control measures to safeguard financial data and prevent errors.
• Evaluate the impact of incorrect invoicing on financial statements and business operations.
• Design a simple filing system for maintaining financial records in accordance with legal requirements.

Target Audience

This course is ideal for administrative staff, junior accountants, small business owners, and any individuals responsible for handling invoices and basic financial records in their role.

Prerequisites

None — open enrollment.

Course Outline

Practicals

Overview

Practical sessions are integral to this course, allowing learners to apply theoretical knowledge to realistic invoicing and accounting scenarios. Through hands-on exercises, learners will create invoices, record transactions, prepare reconciliations, and compile financial statements, building confidence and competence.

Practical Activities

• Creating and Processing Invoices — Learners create invoices using sample source documents, including calculating VAT and applying payment terms. (2h)
• Recording Transactions and Posting to Ledgers — Learners record a series of transactions in journals and post them to the general ledger. (3h)
• Bank Reconciliation and Financial Statements — Learners perform a bank reconciliation and prepare an income statement and balance sheet from a trial balance. (2h)
• Comprehensive Case Study: Full Accounting Cycle — Learners work through a complete accounting cycle for a small business, from source documents to financial statements. (2h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.