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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…
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…
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…
Cancel Sponsors
* For the desired event, click the Sponsors tab. * Find the sponsor that needs to be cancelled and click the ellipsis in the Actions column. * Select "Cancel". You should see a green "Success!" window appear in the upper right. The Sponsorship is now cancelled. You can now perform any accounting actions (such as…
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 …
Working with Credit Memos
Credit memos may be issued to your contacts for a variety of reasons. For example: You’ve had to cancel an event and you’re not sure if you’re going to be able to reschedule, and your organization has chosen to not issue refunds. If your registrants have paid and you wish to give them a credit toward a future event o…
Issue a Credit for a Cancelled Event
Due to unforeseen circumstances, you’ve had to cancel an event. You’re not sure if you’re going to be able to reschedule, and your organization has chosen to not issue refunds. If your registrants have paid and you wish to give them a credit toward a future event or invoice, you can issue them a credit memo. You can …
Void a Payment
You may void a payment by selecting it on the contact's Billing tab. NOTE: The Void button will only be displayed if the payment date is outside of the Allow Deletion for (days) window established in your finance settings. If the payment date is within the window, a Delete button will be displayed. For a…
