The Goal: Learn the basic steps to managing daily billing activities in GrowthZone — from generating invoices to processing payments, credits, and deposits.
Before You Begin:
- This is a webinar resource. No system configuration is required to view it.
Webinar Overview
In this session, participants learn the basic steps to managing billing in GrowthZone.
Agenda
- Review contact transaction history
- Create individual invoices
- Accept payments
- Process credits & refunds
- Manage write-offs
- Manage deposits
Common Pitfalls
- Skipping deposits: Recording deposits in GrowthZone is a separate step from accepting payments. Make sure to reconcile deposits regularly to keep your bank records in sync.