The Goal: Learn best practices for creating invoices for upcoming billing efficiently, so that GrowthZone correctly tracks which contacts should be billed, when, and how much.
Before You Begin:
- This is a tutorial/webinar resource. No prior configuration is required to view, but billing setup should be complete before running the upcoming billing in your live database.
About This Tutorial
To make it easy and efficient to create invoices for upcoming billing, GrowthZone tracks which contacts should be billed, when they should be billed, and how much they should be billed for. In this session, participants will learn best practices for running the upcoming billing.
Common Pitfalls
- Skipping pre-billing reports: Always verify member billing accuracy and missing billing contacts before running upcoming billing. See Manage Invoices for Upcoming (Recurring) Billing for the full workflow.