GrowthZone

9a - Administrative Setup - Billing v9
July 31, 2017 9:00 AM - July 31, 2017 9:30 AM (CDT)

Description

After you register, automatic email confirmation and reminders will be sent to you, including the link to join the workshop. Remember to add it to your calendar. Please register all staff who will be attending the workshop. 


This Workshop Will Cover 

- Setup Chart of Accounts 

- Setup Fee Items 

- Review and Manage Templates 

- Setup Default Billing Options 


Who Should Attend: Staff with Administrator Permissions 

Suggested Prerequisite: Overview of ChamberMaster/GrowthZone Workshop

Step 1: My Information
 
OR
 
Logged In As {{Environment.CurrentUserData.DisplayName}}
Step 2: Registration Types
Name Price Qty
{{ert.EventRegistrationType.Name}} {{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
${{ert.EventRegistrationType.Price}}
{{status.maxRegistrationLimitViolation[ert.EventRegistrationType.EventRegistrationTypeId].msg}}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}
{{status.maxEventLimitViolation.msg}}
Step 3: Attendees
Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: ${{(att.Price - getAttendeeTotalDiscountAmount(att)).toFixed(2)}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info

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Address


Phone


Custom Fields


Event Sessions

{{slot.Name}}

{{$select.selected.Name}}
(full)
{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}

 
Registration is available to Members only
Step 4: Enter Promo Code
{{discount.status}}
{{status.promocode.msg}}
Step {{Environment.HasPromoCodes? "5": "4"}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}
Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}
Step {{(Environment.HasPromoCodes || Environment.ExtraOptions.CollectDonations) ? ((Environment.HasPromoCodes && Environment.ExtraOptions.CollectDonations)?"6" : "5") : 4}}: Payment Processing
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}
Validation Summary
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}