GrowthZone – Setting Up Billing

April 2, 2019 2:00 PM - 3:00 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

Name: Cheri Petterson

Step 1: My Information

{{loginInfo.errorMessage}}

Logged In As {{Environment.CurrentUserData.DisplayName}}

Step 2: Registration Types

Name Price Qty
{{ert.EventRegistrationType.Name}}
{{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
{{ert.EventRegistrationType.Price | currency }}
{{status.maxRegistrationLimitViolation[ert.EventRegistrationType.EventRegistrationTypeId].msg}}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}
{{status.maxEventLimitViolation.msg}}

Step 3: Attendees

Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: {{(att.Price - getAttendeeTotalDiscountAmount(att) + getPayableAttendeeExtraItemsPrice(att)).toFixed(2) | currency}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info


Address


Phone


Additional Information


Event Sessions

{{slot.Name}}

{{$select.selected.Name}}
(full)
{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}


Additional Items

Name Description Price Qty
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}
 
Registration is available to Members only

Step 4: Additional Items

Name Description Price Quantity
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}

Step {{getValidExtraPurchaseItems().length ? "5": "4"}}: Enter Promo Code

{{status.promocode.msg}}

Step {{Environment.HasPromoCodes && getValidExtraPurchaseItems().length? "6": (Environment.HasPromoCodes || getValidExtraPurchaseItems().length? "5" : "4")}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}

Step {{getPaymentStepIndex()}}: Payment Information

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Validation Summary

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Sorry, you can't reduce the number of registrations or additional items. Please contact administrator.