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Billing Video Tutorials
Table of Contents for 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 Acco…
Registration Protection FAQs
Q: What is ViCoverage? A: ViCoverage, powered by Vertical Insure, is an embedded insurance platform designed to make coverage simple, fast, and stress-free. Instead of having to search for insurance through a separate provider, ViCoverage is built directly into the tools you already use (like GrowthZone!), so your m…
Overall Registration Options
You can configure your registration open/end dates, maximum attendees, visibility, and so on under the Attendee Setup tab's Overall Registration Options. * Select the desired Event. * Click the Attendee Setup tab. * Click the icon adjacent to Overall Registration Options . * Configure the following s…
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…
NAR E-Commerce Initial Setup - Dues Split
If you wish to setup dues splits, fee items will need to be created for each share of a membership’s dues. For example, you will need a fee item called something like “Membership Dues - NAR” to account for the amount of the membership that should be sent to National. GrowthZone will assist you in the initial setup…
Events Video Tutorials
Webinars * Event Setup (1 hr.) Event Setup Handout (PDF) * Event Management (1 hr.) Event Management Handout (PDF) The Basics Setup * Event Global Settings * No Show Fees * Creating Calendars * Setting Up No Show Fees * Additional Event Considerations Event Setup * Create a New Event * Copy …
View & Manage Applications Pending Approval
Applicant Contact Matching When a membership application is submitted the system will attempt to match to an existing contact in your database. This is very efficient if you have a non-member in your database, however may cause issues if the contact is already an active member. Below are the matching scenarios yo…
GrowthZone Pay Disputes
Disputes are an unfortunate part of accepting payments online, but they are not typically common. Disputes and the reasons for them (e.g., fraud) are ultimately your responsibility so you must take the appropriate actions to prevent and respond to disputes. When a purchaser disputes a charge the action initiates a…
Cancel an Exhibitor Registration
In the event an exhibitor cancels, you will first have to cancel the exhibitor registration , then update the booth so it is available for a new registration. Optionally, you may also cancel the registration of the staff attendees . To cancel the registration: * For the desired event, click the Exhibitor t…
Monthly - Accounting Transaction Export
The Accounting Transaction Export file makes it easy for you to show 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 Strateg…
