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v10 GrowthZone – Setting Up Billing – The Basics

August 25, 2017 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: v10 GrowthZone Solution Overview, v10 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