GrowthZone

GrowthZone – Setting Up Billing July 24, 2018 2:00 PM - 3:00 PM (CST)

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

Contact Information

Name: Cheri Petterson
Step 1: My Information
 
 
 
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Personal Info


Address


Phone


Additional Information


Event Sessions

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