.png)
686
There are different actions allowed in GrowthZone dependent on whether you have Best Practice (BP) mode disabled or enabled. Enabling Best Practice is a requirement if you are using QuickBooks Online integration.
This table contrasts the various actions that can occur related to fee items, invoicing, and payments.
|
Without Best Practice (BP) Mode |
With BP Mode turned on (required for QBO) |
|
Fee items |
|
|
Can make changes |
Cannot make changes: *Instead - Deactivate old fee item, create new fee item, map new fee item to QBO (Setup>Integrations>QBO>Fee Items)
|
|
Invoices |
|
|
Can apply payments |
Can apply payments |
|
Can be written-off |
Can be written-off |
|
Can be edited / deleted (dependent on accounting practices under Finance>General Settings) |
Can only be edited under Edit Invoice (# changed to a #-C) |
|
|
CANNOT delete transactions: *Instead – Void and create a new invoice or edit invoice as noted above |
|
Payments |
|
|
Can create refund; OR |
Can void and apply payment to correct invoice |
|
Can unapply a payment (if paid by credit card) and apply it to another invoice on the same record. If this is for an organization, it can be applied to related contact invoices.
|
|
Related Articles:
