Before You Begin:
- This is a high-level overview article. No configuration is required to read it.
Overview
There are many different settings that can be changed within the billing configuration. This includes invoicing for membership dues, sponsorships, and events, sending out renewal invoices, and more.
In the Billing Settings, you can configure the system to automatically generate
invoices for scheduled billing. To view these settings, please visit our Finance Settings Overview page.
If you wish the system to automatically generate invoices for recurring billing, enable the Use Automated Billing option in your Billing General Settings. To understand setting up Automated Scheduled Billing,
please visit our overview page for more information.
Important: Automated Scheduled Billing is not Autopay. Automated Scheduled Billing automatically generates invoices. Autopay automatically charges a stored payment profile. To view more information on Autopay, please visit our Autopay and Billing tab information page.
With GrowthZone, the entire invoicing process is integrated into the software to ensure no double entry and save you time. An Accounting Summary Report allows you to gather a summary file for use in an accounting system such as QuickBooks, PeachTree, Sage 50, and others.
Common Pitfalls
- Confusing Automated Scheduled Billing with Autopay: Automated billing generates the invoice; Autopay charges the stored card. These are separate settings and must each be configured intentionally.