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Closing Accounting Periods
copy and paste. Modify height and width if desired. Closing the books each month sets your numbers in stone. It’s impossible to accurately track performance if those numbers bounce around when someone finds invoices or bills that weren’t recorded on a timely basis, or when someone changes transactions from previou…
Register Sponsors- Back Office
Sponsors can be registered for events through the back office, or, if you have not enabled Allow Staff Only for the sponsor registration, sponsors can register via your registration page . IMPORTANT: The Sponsors/Ads module is required to use this functionality. There are three places to add sponsors via …
Cancel or Postpone an Event Manually
It is unfortunate, but at times, you may find it necessary to postpone or cancel an event. If you choose not to use the automated options to postpone or cancel , you can update your event and perform accounting actions manually. Here are some best practices for these situations: * Update the Event Title…
Setting Up QuickBooks Classes
copy and paste. Modify height and width if desired. Classes can be used in GrowthZone to provide you with greater control over revenue categorization. As in QuickBooks (Desktop and Online), you can create classes that you assign to transactions. This lets you track account balances by department, business office …
Configure Payment Terms & Conditions
If you wish to display payment terms, such as your refund policy, in all places where payments are collected: * Select Setup in the left-hand navigation panel. * Click General Settings in the Finance section. * Enable the Payment Terms Visible check-box. * Payment Terms Title Enter your terminology fo…
Delete a Contact
It is not recommended that you delete contacts from your database as you will lose all historical information, and impact the integrity of your database However, you do have the ability to do so and this action cannot be undone. NOTE: You will not be able to delete a contact if they have open invoices, credits or …
My Billing Info: Billing History tab
The Billing History tab displays closed invoices and their associated payments, write offs, refunds, etc. Selecting the Actions button will allow members to apply payments on open invoices and download PDFs of the invoice, the payment, the refund, the write off, etc. An asterisk * in the Amount column ind…
Create Contact Billing Transactions
Create an Invoice See Create a Single Invoice . Accept Payments See Accepting Payments . Create A Write-off See Create a Write-off . Create a Refund See Refund a Payment .
Reports
Your GrowthZone software provides you a wealth of reports to review and analyze your data. Whether you are looking for billing data, member retention, store sales the system provides easy to use highly customizable reports. * Export Reports * Email Reports * Add Report Contacts to a List/Committee * Mailing La…
CONTENTS - Real Estate Edition Integration
GrowthZone's Real Estate Edition provides features required by most National Association of REALTORs Associations for managing their real estate data. The features include an additional tab on contact records to store real estate data, data sync management, and other necessary resources. The software supports integra…
