GZ staff may choose to lock down the ability for customers to run their billing until GrowthZone says that they are ready to run billing. If they are not setup properly for their first billing disaster can happen. For example, if their chart of accounts, Fee Items, Accounting method of cash or accrual etc. are not properly setup and they Run Upcoming Billing, those invoices are created with improper accounting transactions that we cannot easily ‘undo’.
If Run Upcoming Billing is not enabled, the message "Ability to run upcoming billing is disabled for your safety. Please complete your billing setup then contact GrowthZone Customer Service for validation of your setup and to have it enabled. To complete your billing setup click here". will be displayed on the Upcoming Billing tab.
IMPORTANT! Run Upcoming Billing cannot be enabled until an initial closed period has been created. See Closing Accounting Periods for further information.
To Disable Run Upcoming Billing:
- Click Setup in the left hand navigation panel
- Click General Settings in the Finance section
- Check the Disable Run Upcoming Billing/Automated Billing. NOTE: This setting is only visible to GrowthZone staff.
- Click Save.
- Click Setup in the left hand navigation panel
- Click General Settings in the Finance section
- Uncheck the Disable Run Upcoming Billing/Automated Billing. NOTE: This setting is only visible to GrowthZone staff.
- Click Save.