The Goal: Use the Billing Setup Guide to complete the initial setup needed to manage billing through the GrowthZone software and submit it to your Project Manager for review.
Before You Begin:
- You need access to your association's billing settings in the GrowthZone software.
- Have your billing details ready (chart of accounts, fee items, payment gateway, and invoice terms) so you can check off each section as you complete it.
Step-by-Step Instructions
The Billing Setup Guide is available to you at Finance > Billing > Settings > Billing Setup Guide. This guide will lead you through the initial setup needed to ensure you are ready to manage billing through the GrowthZone software.
- As you complete each section, check off the items.
- When all items have been completed, click the Billing Setup is complete button. This will send an email to GrowthZone support.
- Your Project Manager can then review your billing setup and validate it.
Common Pitfalls
- Clicking "Billing Setup is complete" too early: The button notifies GrowthZone support so your Project Manager can validate your setup. Only click it once every section has been checked off, or your setup may be reviewed before it's ready.