GrowthZone – Setting Up Billing

October 30, 2019 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: 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

Step 1: My Information

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Step 2: Registration Types

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Step 3: Attendees

Please add registration types

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Address


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Step 4: Payment Information