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CONTENTS - GrowthZone Pay
Setup GrowthZone Pay (GZ Pay) * Verify Status of Payment Gateway * Is Storing Cards and Bank Accounts with GrowthZone Pay Safe? * GrowthZone Pay Prohibited and Restricted Businesses * Payouts from GrowthZone Pay Transactions * Accept Credit Card Payments * Methods of Payment * Change GrowthZone Pay Deposit Ac…
Best Practice Mode versus Standard Actions on a Transaction: What Can and Cannot Be Done
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…
Unapply A Payment and Apply an Overpayment
At times, members or staff may make payments to the wrong invoice, or may apply a check twice. Being able to unapply a payment allows you to apply the payment to a different invoice OR refund the resulting overpayment, leaving a full "paper trail" of events. • If payment is on the individual, the payment can be…
Reconciliation to Bank Statement (Standard)
Reconciling your monthly bank statements with the deposits recorded in GrowthZone will help ensure your accounts stay accurate. Reports can be run that focus on credit card use (GrowthZone Pay only), ACH, and check/cash deposits. It is always helpful when beginning the monthly reconciliation process to have a copy …
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…
Subscribe to Automated Staff Notifications
Your system can be automated to send notifications when certain events occur. For Example: An automated notification can be sent to a staff member when an On-line Membership Application is submitted. Notifications can be assigned by clicking your name in the system header bar and choosing the My Notifications li…
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…
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…
