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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 .
Daily Billing Activities Webinar
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing their billing. Agenda * Review contact transaction history * Create Individual Invoices * Accept Payments * Process Credits & Refunds * Manage Write-of…
CONTENTS - Event Management
* Events Initial Setup Events Default Settings Additional Considerations Event Categories: Organize and filter Event Calendars: Create and/or edit Event Automated Messaging: Review and customize Set Up Goods & Services for Your Event Set Up "No Show Fees" for your Events * Working With Eve…
NAR E-Commerce
GrowthZone provides integration with NAR E-Commerce. Through this integration you can: * Easily handle splits of membership dues. You will have the ability to indicate distribution parameters and NAR will send along those amounts to state and national appropriately. * Store cards in the back office for future us…
Setting up Fee Items for NAR eCommerce and M1 Splits
REALTOR® Associations using NAR's eCommerce have some additional considerations when setting up their fee items. Primarily, where the funds should be directed (to the National, State, or Local association level). To set up fee items for NAR eCommerce and M1 Splits: * Follow the steps described in Setup Standa…
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…
Accounting Summary Payments Report
The Accounting Summary Payments report is an excellent report that provides a view of general ledger debits, credits and processing fees associated with payments. Search by date and payment type, and exclude 'Refunds' if you choose. Accounting Summary Payments report
Available Invoice Merge Fields
Available Invoice Merge Fields When using merge fields on invoices, the system will look to the invoice(s) for the appropriate information to be included via merge fields. Many of the fields are included on the default invoice. Other fields may be added manually by editing the invoice. The table below describes the …
