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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…
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…
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…
General Finance Settings
copy and paste. Modify height and width if desired. Under Setup > Finance > General Settings you will define many global settings for your organization. Download this guide for information on each setting and track decisions you have made for your organization. * Configure Finance Defaults & Logo for Invoi…
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…
FIFO Store Inventory Management
FIFO, which stands for "first-in, first-out," is an inventory costing method that assumes that the first items placed in inventory are the first sold. Thus, the inventory at the end of a period consists of the goods most recently placed in inventory. If you wish to be able to report on the cost of your inventory, …
