GrowthZone – Setting Up Billing - SIMULATED LIVE

GrowthZone – Setting Up Billing - SIMULATED LIVE

Tuesday, January 22, 2019 (10:00 AM - 11:00 AM)
Event Details

Unable to attend an instructor led session? Sign up for a repeat recorded session… At the scheduled time, the recording will start and you will hear the instructor presentation and questions asked by attendees.

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
Additional Information
Event Contact:
Cheri Petterson
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