GrowthZone – Setting Up Billing

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Tuesday, February 25, 2020 (2:00 PM - 3:00 PM) (CST)

Event Details

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:

Shelly Satre

Email:

shelly.satre@growthzone.com