GrowthZone Cohort - Billing Management

Description

Your GrowthZone software is a powerful billing tool. With it, you will be able to manage the accounts receivables for your membership dues, event registrations, fundraisers, etc.  From one central location your staff will be able to view billing information, create and send invoices, accept payments and more.

Prerequisites:

• Role Based: Billing/Accounting Staff Overview
• Billing 101 - Initial Set Up

Agenda:

• Overview of Contact’s Billing Setup Tab
• Billing Transactions
• Create Invoice
• Apply/Unapply Payments
• Issue Refunds
• Issue Credits
• Process Write-offs
• Run Upcoming Billing
• Deliver Invoices
• Manage Deposits