The Goal: Navigate the full Billing knowledge base via this master table of contents.
Billing Overview & Setup
- Billing Overview
- Set up Your Chart of Accounts | Edit an Account | Add New Account | Deactivate an Account | Import Chart of Accounts
- Set up Invoice Payment Terms | Set up Terms & Conditions
- GrowthZone Pay | Verify Status of Payment Gateway | Configure Gateway Notifications
- Working with Discounts | Setup Taxes
- Set Up Your Invoice Template | Configure Invoice & Statement Messages
- Configure Default Finance Settings | Setup Automated Invoicing
- Setting Up Fee Items | Set up Standard Fee Items | Set up Voluntary Fees
Billing Functions
- Closed Periods | Create a Single Invoice | Deliver Invoices Pending Delivery
- View Past Due Invoices | Redeliver Past Due Invoices | Deliver Statements
- Accept Payments | Accept a Check Payment | Accept a Cash Payment | Accept a Credit Card Payment – Integrated
- Void an Invoice | Delete an Invoice | Edit an Invoice (BP Mode)
- Manage Refunds | Process Refunds – Credit Card Integrated | Process Refunds – ACH Integrated | Issue a Partial Refund
- Working with Credit Memos
Upcoming (Recurring) Billing
- Manage Invoices for Upcoming (Recurring) Billing
- Verify that All Members have a Scheduled Billing
- Generate Invoices for Upcoming (Recurring) Billing
- Create Invoices prior to Charging Stored Payment Profile
- Manage Membership Recalculated Pricing
- Manage Deposits | Prepare Deposits | GrowthZone Pay Deposits