What this does: Lists GrowthZone billing webinars, short videos and handouts, grouped by topic.
Applies to: Anyone learning GrowthZone billing. No system access needed to watch.
Before you start: Older videos may show the navigation from before the current left-hand rail. The linked articles have the current steps.
Time needed: Videos run from a few minutes to about 50 minutes.
Webinars
- Setting Up Billing (Screencast video) (45 minutes)
- Daily Billing Activities (Screencast video) (45 minutes)
- Managing Membership Dues Billing (Screencast video) (51 minutes)
The Basics
Billing - Initial Setup
- Setup your Chart of Accounts
- Import Chart of Accounts (Screencast video)
- Setting up Fee Items (Screencast video)
- View and Update Invoice Templates (Screencast video)
- Setting Up QuickBooks Transaction Classes (Screencast video)
- Configure your Finance Settings (Screencast video)
- Setup Invoice Terms (Screencast video)
- Setup Taxes (Screencast video)
- Store Payment Profiles in the Back Office
Billing - Daily Activities
- Create a One-off Invoice (Screencast video)
- Apply a Discount to a New Invoice (Screencast video)
- Create and Apply Credits (Screencast video)
- Create Refunds (Screencast video)
- Create a One-off Invoice for Recurring Dues (Screencast video)
- Void an Invoice (Screencast video)
- Accept Payments (Screencast video)
- Remove all Invoices from Pending Delivery Tab (Screencast video)
Advanced/Related Topics
Billing - Advanced Topics
- Managing Dues Recalculation (Screencast video)
- Best Practices for Running Upcoming Billing (Screencast video)
- Create a one off invoice for Recurring Billing (Screencast video)
- Update Membership Dues Annual to Monthly (Screencast video)
- Close your Accounting Periods (Screencast video)
- Implement and Manage Autopayment (Screencast video)
- Redeliver Past Dues Invoices (Screencast video)
- 5 Best Practices for Running Your Upcoming Billing (Screencast video)
- Managing Annual Membership Dues Billing
- Managing Dues Price Increases (Screencast video)
- 5 Budgeting and Planning Reports You Should Know (Screencast video)
- Optimizing GrowthZone Pay (Screencast video)
- Implementing and Managing Membership Dues Autopay (Screencast video)
- 5 Ways to Manage Collections (Screencast video)
- Reconciliation Guide - Standard Users (Screencast video)
- Reconciliation Guide - REALTOR® Associations (Screencast video)
Common pitfalls
- Skipping the webinar handouts: Each webinar includes a handout with step-by-step reference notes. Download these alongside the video for the best learning experience.