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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…
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…
Transactions by Contact
The Transactions by Contact report allows you to view transactions recorded for each of your contacts. You can generate the report for an individual contact or multiple contacts. The report, by default, will include all accounting transactions (Invoice, Payment, Over-payments, Refunds, Write-offs, and Credits). Thi…
Accounting Export Process - Best Practices
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…
GZ Pay Monthly Statement
The GrowthZone Pay Monthly Statement summarizes all of your income from all of your payment gateways per month. The results can be filtered by payment gateway or date range. * On the Billing module Overview tab, click GrowthZone Pay Monthly Statement in the Reports section. * Enter desired filterin opt…
Set Up Your Invoice Template(s)
Within your database you will be able to define the templates that you wish to use for invoices, statement, credit memos, etc. The steps described use the default invoice template as an example, but follow the same steps to customize other billing documents. A standard invoice template (Invoice.docx) is built into th…
