GrowthZone – Setting Up Billing
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We know Office Hours have been a helpful touch point for many of you. We've decided to pause our regularly scheduled sessions while we explore how to make that time even more valuable for you.
In the meantime, our Support Team is always happy to help — and our support portals also include a knowledge base you can search any time for answers and how-to guides. We'll share what's next here soon.
Support hours: Monday–Friday, 7 a.m.–5 p.m. CT
Phone: 800.825.9171, option 4
Chat or support ticket:
GrowthZone – Setting Up Billing
Wednesday, October 30, 2019 (10:00 AM - 11:00 AM) (CDT)
Description
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
Pre-requisites: GrowthZone Solution Overview, Getting Started with GrowthZone – the Basics
Class Length: 60 minutes
Agenda:
- Setting up Chart of Accounts
- Setting up Invoice & Statement Templates
- Setting up Invoice Terms
- Setting up General Finance Settings
- Setting up Taxes
- Setting up Integrated Payment Processing
- Setting Up Goods/Services
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