May 24, 2024
3356
Webinars
- Setting Up Billing (45 minutes)
- Daily Billing Activities (45 minutes)
- Managing Membership Dues Billing (51 minutes)
The Basics
Billing - Initial Setup
- Setup your Chart of Accounts
- Import Chart of Accounts
- Setting up Fee Items
- View and Update Invoice Templates
- Setting Up QuickBooks Transaction Classes
- Configure your Finance Settings
- Setup Invoice Terms
- Setup Taxes
- Store Payment Profiles in the Back Office
Billing - Daily Activities
- Create a One-off Invoice
- Apply a Discount to a New Invoice
- Create and Apply Credits
- Create Refunds
- Create a One-off Invoice for Recurring Dues
- Void an Invoice
- Process Credit Card Payments
- Process Credit Card Payment for External Processor
- Process Check Payments
- Process Cash Payments
- Remove all Invoices from Pending Delivery Tab
Advanced/Related Topics
Billing - Advanced Topics
- Managing Dues Recalculation
- Best Practices for Running Upcoming Billing
- Create a one off invoice for Recurring Billing
- Update Membership Dues Annual to Monthly
- Close your Accounting Periods
- Implement and Manage Auto-payment
- Redeliver Past Dues Invoices
- 5 Best Practices for Running Your Upcoming Billing
- Managing Annual Membership Dues Billing
- Managing Dues Price Increases
- 5 Budgeting and Planning Reports You Should Know
- Optimizing GrowthZone Pay
- Implementing and Managing Membership Dues Autopay
- 5 Ways to Manage Collections
- Managing Membership Dues Prepayment **Coming Soon**
- Issue a Statement to Primary for all other staff in the organization **Coming Soon**
- Assign & Manage Taxes **Coming Soon**