GrowthZone

v10 GrowthZone – Setting Up Billing – The Basics
July 17, 2017 10:00 AM - July 17, 2017 11:00 AM (CDT)

Description

GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.

Pre-requisites: v10 GrowthZone Solution Overview, v10 Getting Started with GrowthZone – the Basics

Class Length: 60 minutes

Agenda:

  • Setting up Chart of Accounts
  • Setting up Invoice & Statement Templates
  • Setting up Invoice Terms
  • Setting up General Finance Settings
  • Setting up Taxes
  • Setting up Integrated Payment Processing
  • Setting Up Goods/Services

Step 1: My Information
 
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Personal Info

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Address


Phone


Custom Fields


Event Sessions

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Validation Summary
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