Description

Join us for this must-attend webinar where you'll learn how to set up and manage billing and financial processes in ChamberMaster/MemberZone. Gain the knowledge to simplify invoicing, track payments, and improve financial reporting.

✔️ Chart of Accounts (CoA): Align your financial data with QuickBooks, Sage, and other accounting systems.

✔️ Fee Items & Pricing: Create and manage membership fees, event charges, and voluntary donations.

✔️ Bundled Fees & Updates: Set up tiered memberships and adjust pricing for existing records in one step.

✔️ Invoice Templates & Settings: Customize invoices, cover letters, and statements for a professional look.

✔️ Default Finance & Tax Settings: Configure sales tax rates, credit card processing, and manual payments.

✔️ Billing Reports & Renewals: Use reports to track outstanding invoices, membership renewals, and revenue forecasts.

By the end of this session, you'll have the tools to automate billing, reduce errors, and enhance financial efficiency for your organization. Don’t miss out—register today!

This Workshop Will Cover 

• Setting up Chart of Accounts (CoA)
• Setting up Fee Items
• Review/Edit invoice templates
• Payment Terms
• Customer Messages
• Configure default finance settings

Who Should Attend: Admin & Billing Staff