The Goal: Understand the at-a-glance financial dashboard available in the Finance area and use it to quickly access key billing reports and pending actions.
Before You Begin:
- Staff access to Finance, Billing section is required to view the billing dashboard.
Dashboard Sections
Within the Billing section under Finance, the Overview tab provides a quick at-a-glance view of your finances, a graphical view of your open invoices, and easy access to various billing reports.
- Invoices: Shows the number of invoices pending email delivery, print delivery, or both. Click a numbered link to open the Pending Delivery tab and deliver the invoices. See Deliver Invoices for further instructions.
- Payments: Shows the number of payments that need to be deposited (i.e., not yet reflected as deposited in GrowthZone). Best practice is to make a deposit in GrowthZone to match the deposit made to the bank. Click the numbered link to create the deposit. See Deposits for further instructions.
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Open Invoices: Provides a graphical view of invoices open as of the current date, with total count and value. Hover over the graph for summary information. Click into the graph to open the Open Invoices Report. See Open Invoices Report for details.
- Reports: Lists available billing reports, including any custom reports you have created (identified by a yellow asterisk). See Billing Reports for information on each report.
- Best Practices & White Papers: Provide best-practice guidance for managing billing in GrowthZone. This list grows over time.
Common Pitfalls
- Undelivered invoices building up: Regularly check the Invoices section of the dashboard to ensure invoices in Pending Delivery are actioned promptly.Changes applied:
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