.png)
ACH Payments
There are several different areas in the database that will allow customers to enter their ACH bank information instead of entering a credit card number. This is available to GrowthZone Pay customers only. * Events * Fundraising * Info Hub * Membership Application * Store * Web Content IMPORTANT: Staff can…
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…
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…
View Billing Transactions and Pay Invoices in Info Hub
Members may view their account history, and pay bills within the Info Hub. NOTE: In order for a member to manage an organization's account, they must have at a minimum Create rights to Organization Account Info . In order for a member to manage their own account, they must have at a minimum Create rights to …
GZ Pay Reports
There are several GZ Pay Reports that can be found on the Overview tab of the Billing Module. The following table outlines differences among some of the reports. If you are researching an unknown charge, the GZ Pay Transfers Report followed by the GZ Pay Transfers Detail report provide helpful information. See the…
Configure Default Finance Settings
* Click Setup in the Navigation panel. * Click General Settings in the Finance section * Set Logo for Invoices and Statements Click the pencil icon below Logo for Invoices and Statements . NOTE: the icon is visible when you dwell the mouse below Logo for Invoices and Statements. Click Upload to br…
Manage Attendee Purchases
The Attendee Purchases tab will contain important information about the event-related purchases made by the attendee, including the Invoice # and any Discounts. copy and paste. Modify height and width if desired. Each column in the table is described below. Billing Name Name of the Billing contact for the …
Selling 'Vouchers' to register for events
In this instance, our customer wanted to enable their members to purchase a voucher-item from their Store, and then use that voucher to register for a pre-defined number of events (within a certain category) at a free or discounted rate. * Read the use case and implementation details here . * Watch a short demo…
Add Digital Downloads to Store
Via the GrowthZone Store module, you can offer digital downloads available for purchase. Perhaps you are an HBA, and sell your members access to a set of .pdf/.docx format contracts for a certain time-frame. This can easily be managed using the Store module. Pre-requisites * Add a digital collection or single …
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…
