The Goal: Find the right billing article fast. Articles are grouped by what you are trying to do — set billing up, run your dues cycle, take payments, handle refunds, or close the month.
Start with the Association Billing Guides
These two guides walk through a complete dues billing season end to end. Read them first, then use the sections below for the individual steps.
- → Association Guide to Running Dues Billing
Plan and run the billing itself — system review, pricing changes, verification reports, generating and delivering renewal invoices. - → Association Post-Billing Guide
Everything after the invoices go out — collections, late fees, suspensions and drops.
Jump to a Section
- Start Here — Understand How Billing Works
- Set Up Billing (One-Time Setup)
- Run Your Dues Billing Cycle
- Work with Individual Invoices
- Take & Manage Payments
- Refunds, Credits, Write-Offs & Overpayments
- Past Due, Collections & Statements
- Deposits, Accounting & Period Close
- Billing Reports
- Webinars & Video Tutorials
- FAQs & Reference
Start Here — Understand How Billing Works
- Billing overview: pages, dashboard and common questions
- Billing Overview Tab
- Billing Functions
- Understand What You May See In Billing
- Billing Setup Guide
- Best Practice Mode (BP Mode)
- Best Practice Mode versus Standard Actions on a Transaction
Set Up Billing (One-Time Setup)
Work through these once when you implement billing, then revisit only when your rules change.
Chart of Accounts
- Set Up and Manage Your Chart of Accounts
- Chart of accounts: add, edit or deactivate an account
- Edit an Account in your Chart of Accounts
- Deactivate or Inactivate an Account in your Chart of Accounts
- Import Chart of Accounts
- Multiple Chart of Accounts Overview
- Define which Accounts will be used for Overpayment
- Accrual Accounting in GrowthZone
Fee Items & Discounts
- Set up fee items
- Fee Item Types
- Setup Standard Fee Items
- Set up Voluntary Fee Items
- Copy a Fee Item (BP Mode)
- Deactivate, reactivate or copy a fee item
- Reactivate a Fee Item
- Working with Discounts
Invoice Terms, Templates & Messages
- Setup your Invoice Payment Terms
- Setup Your Terms & Conditions
- Payment terms, invoice terms and terms & conditions
- Set Up Your Invoice Template(s)
- Change the Invoice Template on an Existing Invoice
- Enable Option to Display Invoice Created Date
- View Default Message Templates
- View or edit a document template (PC and Mac)
- View or Edit Document Template (MAC Instructions)
Payment Gateways & Payment Methods
- Set Up GrowthZone Pay
- Verify Status of Payment Gateway
- Configure Gateway Notifications for Disputes/Charge Failures
- Supported payment processors
- Supported Countries for ACH/bank transactions
- Setup Trade & External Payment Types
- Methods of Payment
- Zero Fee Payments Overview
Finance Settings & Automation
- General Billing Settings: every setting explained
- General Finance Settings
- General Billing Settings: every setting explained
- Automated Scheduled Billing
- Setup System to Automatically Generate Invoices for Scheduled Billing
- Configure System to Automatically Email Invoices for Scheduled Billing
- Credits and overpayments: auto-apply and accounting
- Disable Automated Scheduled Billing
- Allow or prevent partial payments
- Disable Ability to Make Partial Payments
- Setting Up QuickBooks Classes
Taxes (only if your association collects tax)
- Set up taxes
- Setup Product Tax Categories
- Setup Tax Regions
- Setup Tax Rules
- Setup Tax Rates
- Set up Tax Sets
Run Your Dues Billing Cycle
The recurring work of generating, reviewing and delivering renewal invoices.
Before You Generate
- Manage Invoices for Upcoming (Recurring) Billing
- Review Next Bill Dates
- Check scheduled billing before you run billing
- View Members Eligible for Upcoming (Recurring) Billing
- View Report of Active Members Scheduled Billing Accuracy
- View Report of Active Members Missing Billing Contact and Billing Email
- View Report of All Dropped/Non-Members With a Recurring Billing
Generate, Review & Deliver
- Run upcoming billing
- Review Invoices
- Deliver Renewal Invoices
- Create Invoices prior to Charging Stored Payment Profile
- When stored payment profiles are charged
- Adding Voluntary Fees to Scheduled Billing
- Enable Auto-switch from Annual to Monthly
- How is proration calculated in GrowthZone
- Best Practices for Running Upcoming Billing Tutorial
Dues Price Increases (Recalculated Pricing)
- Recalculated pricing: how it works and how to turn it on
- Recalculated Pricing Requirements
- Review and adjust renewal prices before billing
- Recalculated Pricing - Review Upcoming Billing Amounts
- Modify Recalculated Prices from Review Upcoming Billing screen
- Modify Recalculated Prices from Member Overview tab
- Recalculated Pricing - Run Upcoming Billing
- Recalculated Pricing - Reporting
Work with Individual Invoices
Create & Deliver
- Create a Single Invoice
- Create Invoices from Imported File
- Deliver invoices by email or print
- Deliver Invoices via Email from the Unsent Invoices Tab
- Print Invoices for Delivery
- Download Invoices from Sales/Invoices Tab
- Email Statement to Brokers/Primary Contacts for Related Contacts Invoices
- Add an Internal Memo to an Invoice
Clear the Unsent/Pending Delivery Queue
- Remove Invoice from Pending Delivery
- Remove all invoices from Pending Delivery
- Clear Invoice from Pending Delivery Tab
Change, Void or Delete
- Edit an invoice
- Edit an Invoice (BP Mode)
- Edit Scheduled Payment on Advance Invoice
- Void an Invoice
- Delete an Invoice
- Void versus Delete for Credits, Write-offs, Refunds, and Overpayments
Take & Manage Payments
Accept a Payment
- Accept Payments
- Accept a Cash Payment
- Accept a Check Payment
- Accept a Credit Card Payment (Integrated)
- Accept a Credit Card Payment (Outside Processor)
- ACH Payments
- Entering an ACH Payment into the back office
- Applying Payments for Single Contacts, Related Contacts, or Multiple Unrelated Contacts
Manage Payments After the Fact
Autopay & Stored Payment Profiles
- CONTENTS - Autopay
- Set Up and Manage Autopay
- Capture Payment Profile and Charge on Application Approval
- Change a Recurring Schedule Stored Payment Profile
- Unassign Payment Profile from Membership Dues
- Change or remove Autopay for a member
Refunds, Credits, Write-Offs & Overpayments
Refunds
- Understanding the Refund Process
- Refund a payment
- Process Refunds - Credit Card Processing - Integrated
- Process Refunds - ACH - Integrated
- Refund a Cash/Check or Outside Processor Payment
- Issue a Partial Refund
- GrowthZone Pay - Cancelling a Refund
- Refund a Payment
Credits, Write-Offs & Overpayments
- Credit memos: create, apply and view
- Add or Apply Credit Memos
- Create Credit Towards a Specific Invoice
- View Credit Memos
- Void a Credit Memo
- Create a Write Off
- Unapply A Payment and Apply an Overpayment
Past Due, Collections & Statements
- Find past-due invoices and unpaid dues
- Redeliver Past Due Invoices
- Identify Unpaid Membership Dues Invoices
- Manage Unpaid Dues
- Send statements by email or print
- Print Statements
Deposits, Accounting & Period Close
Deposits
- Deposits: create and view
- View Previous Deposits
- Delete a Deposit
- GrowthZone Pay deposits and payouts
- Create a Detailed Deposit report
Accounting, Export & Close
- Closing Accounting Periods
- Accounting Transaction Export: prerequisites, daily deposits and monthly export
- Accounting Export Process - Best Practices
- Record GrowthZone Pay Transaction Fees with QuickBooks
- Record GrowthZone Pay Transaction Fees with QuickBooks- Intuit Link
- Month End Processes for REALTOR® Associations
- Billing Batch Tracking
- 1099-K FAQ
Billing Reports
Webinars & Video Tutorials
- Billing Video Tutorials
- Setting Up Billing Webinar
- Daily Billing Activities Webinar
- Managing Your Memberships Webinar