The Goal: Understand the scope of the Billing area in GrowthZone and the pages available within it for managing accounts receivable.
Before You Begin:
- The Billing section (accessed from the Finance rail) is where you manage accounts receivable for membership dues, event registrations, fundraisers, and more.
- You can manage billing for multiple members simultaneously from this area, or perform many functions individually on a member's Billing tab.
Pages in the Billing Section
The Billing section provides nine pages to manage your billing processes:
- Dashboard — Provides a summary view of the current status of your billing.
- Unsent Invoices — Displays a list of invoices currently waiting to be sent.
- All Payments — Displays a list of all payments received.
- All Sales/Invoices — Displays a list of all invoices that have not yet been sent out.
- Upcoming Billing — Displays a list of all future billing.
- Upcoming Recognition — Displays a list of all revenue to be recognized in the future.
- All Deposits — Displays a list of all previous deposits.
- All Credit Memos — Displays a list of all previous credit memos.
- Accounting Summary — Displays your accounting summary.