Understanding the Refund Process
When you create a refund: * A refund will reverse the original accounting entries in the past and offset them if they are in the future. * When creating refunds you will have the option to: * Write off the opened up balance on the invoice. This is the default option, and will refund the specified items on t…
Refund Report
The **Refund Report** will generate a report of all refunds you have performed over a given date range. You can generate the report to display specific **Saleable Items** (Goods/Services), **Saleable Item Type**, and/or apply additional filter criteria. By default the report will display: Amount of Refund, Contact, Da…
Create/Record Deposits & Refunds
The **Accounting Transaction Export** makes it easy for you to export 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** [Strategi…
CONTENTS - Billing
* [Billing Overview][1] * Initial Billing Setup * [Setup Your Chart of Accounts][2] * [Edit an Account in your Chart of Accounts][3] * [Add New Account to Your Chart of Accounts][4] * [Deactivate or Inactivate an Account in your Chart of Accounts][5] * [Import Chart of Accounts][6] …
GrowthZone Pay - Cancelling a Refund
* * * Human error may cause a refund to be created incorrectly. Once initiated, a refund cannot be canceled. As an alternative, you can create a new charge for the customer in the amount of the refund to recoup the funds.
Cancel an Event Registration
You can cancel a registration from the **Attendees** tab. ## For an Individual Registration For a registration with a single contact (i.e. there is only one person associated to the registration ID), you can use the ellipsis in the Actions column to cancel the registration. 1. Click on the three dots in the Actio…
Overall Registration Options
You can configure your registration open/end dates, maximum attendees, visibility, and so on under the Attendee Setup tab's **Overall Registration Options.** 1. Select the desired Event. 2. Click the **Attendee Setup** tab. 3. Click the ![][1] icon adjacent to **Overall Registration Options**. 4. Configure th…
NAR E-Commerce Initial Setup - Dues Split
If you wish to setup dues splits, **fee items** will need to be created for each share of a membership’s dues. For example, you will need a fee item called something like “Membership Dues - NAR” to account for the amount of the membership that should be sent to National. **GrowthZone will assist you in the initial set…
View & Manage Applications Pending Approval
## Applicant Contact Matching * * * When a membership application is submitted the system will attempt to match to an existing contact in your database. This is very efficient if you have a non-member in your database, however may cause issues if the contact is already an active member. Below are the matching scena…
GrowthZone Pay Disputes
Disputes are an unfortunate part of accepting payments online, but they are not typically common. Disputes and the reasons for them (e.g., fraud) are ultimately your responsibility so you must take the appropriate actions to prevent and respond to disputes. When a purchaser disputes a charge the action initiates a ch…