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NAR E-Commerce Processing Refunds
If needed, you can easily process refunds from your GrowthZone software. See Process Refunds - Credit Card Processing - Integrated or Process Refunds - ACH - Integrated . IMPORTANT : Contractually, the E-commerce network will not allow one association to automatically debit the bank account of another associati…
GZ Pay Transfers Details Report
This report provides a detailed view of all credit card transactions processed on a specific date. The goods/services or events associated with a transaction inside a transfer can also be viewed, making this a great report for reconciling deposits. * Select Billing in the left-hand navigation panel. * On the Ov…
Understanding the Refund Process
When you create a refund: * A refund will reverse the original accounting entries in the past and offset them if they are in the future. * When creating refunds you will have the option to: Write off the opened up balance on the invoice. This is the default option, and will refund the specified items on the …
Refund Report
The Refund Report will generate a report of all refunds you have performed over a given date range. You can generate the report to display specific Saleable Items (Goods/Services), Saleable Item Type , and/or apply additional filter criteria. By default the report will display: Amount of Refund, Contact, Date of…
Create/Record Deposits & Refunds
The Accounting Transaction Export makes it easy for you to export a file of the journal entries created in GrowthZone for import into your accounting software. While this option is available, GrowthZone highly recommends that you simply enter summary information from GrowthZone into your accounting software. See …
CONTENTS - Billing
* Billing Overview * Initial Billing Setup Setup Your Chart of Accounts Edit an Account in your Chart of Accounts Add New Account to Your Chart of Accounts Deactivate or Inactivate an Account in your Chart of Accounts Import Chart of Accounts Setup your Invoice Payment Terms Setup Your Terms &…
GrowthZone Pay - Cancelling a Refund
Human error may cause a refund to be created incorrectly. Once initiated, a refund cannot be canceled. As an alternative, you can create a new charge for the customer in the amount of the refund to recoup the funds.
Cancel an Event Registration
You can cancel a registration from the Attendees tab. For an Individual Registration For a registration with a single contact (i.e. there is only one person associated to the registration ID), you can use the ellipsis in the Actions column to cancel the registration. * Click on the three dots in the Act…
Billing Video Tutorials
Webinars * Setting Up Billing (45 minutes) Handout * Daily Billing Activities (45 minutes) Handout * Managing Membership Dues Billing (51 minutes) Handout The Basics Billing - Initial Setup * Setup your Chart of Accounts * Import Chart of Accounts * Setting up Fee Items * View and Update I…
Finance FAQ & Use Cases
An invoice for renewal billing was wrong. How do I fix it? * Void the invoice. * Create a one-off invoice. * Link the invoice to the membership so the system recognizes it as a renewal. I see the word "multiple" on some of my membership frequencies. What does that mean? Why can't I recalculate prices wheneve…
