GrowthZone

GrowthZone – Setting Up Billing – The Basics
November 20, 2017 1:00 PM - November 20, 2017 2:00 PM (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

Contact Information

Susan Williams
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Personal Info

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Address


Phone


Custom Fields


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