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Void versus Delete for Credits, Write-offs, Refunds, and Overpayments
The following table shows what occurs when a credit, write-off, refund or overpayment is voided or deleted. The option to Void versus Delete is set under the Allow Deletion for Days of Finance, General Settings. If the Allow Deletion for Days is set to 0 (Best Practice) then Void is the only option. Delete rem…
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…
Email Designer Common Tasks
*NOTE: This video was recorded with the previous interface. We will be updating videos as quickly as possible. Here are some of the actions you may commonly take with Email Designer blocks: Copy a Block Move a Block Delete a Block Copy a Block * Click the block you wish to copy. * Click the icon. A…
