CM/MZ Billing Table of Contents

Billing Communications

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Cover Letters

• Manage Cover Letter Templates

General Billing Communications

• Billing Notification Letters
• Collection Letters
• Create/Customize Thank You Letters
• Notification Letters
• Print/Email Thank You Letters
• Reprint Invoices, Statements, and Reports
• Reprint/Email a Single Invoice

Invoices

• Add Additional Lines to Invoice
• Create a Single One-Time Invoice
• Create Batch of Recurring Invoices
• Create Event Invoices and Sales Receipts
• Create Event Invoices from Billing Module
• Create Event Invoices from Events Module
• Create Recurring Member Invoices
• Delete a Batch of Invoices
• Deliver Invoices
• Invoice a One-Time Item
• Invoice Summary Report
• Invoice Template Options
• Invoice Templates
• Move an Invoice
• Open Invoices Report
• Reprint Invoices, Statements, and Reports
• Reprint/Email a Single Invoice
• Resend a Batch of Invoices
• Resend Overdue Invoices
• Return to an Event Invoice Batch
• Send Carbon Copy of Invoices to Multiple Reps
• Move Payment to Correct Invoice/Member
• View Report of Upcoming Renewals

Statements

• Create Statements
• Reprint Invoices, Statements, and Reports

Billing Initial Setup

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Billing Management & Setup

• Apply a Member's Credit

• Billing Initial Setup

• Billing Options & Settings

• Billing Setup Guide

• Change Billing Frequency in Bulk for Assigned Membership Fees

• Change Membership Dues Billing Frequency

• Check a Member's Current Balance

• Common Billing Questions

• Common Calculations

• GrowthZone Pay Initial Setup

• GrowthZone Pay Processing Overview

• Increase Membership Dues

• Manage Member Billing Contact

• Select Billing Preferences

• Store and Verify Bank Account (ACH)

• View Member's Transaction History

Billing Reps

• Send Carbon Copy of Invoices to Multiple Reps

Chart of Accounts

• Deactivate an account from Chart of Accounts
• Select Undeposited Payments Account
• Setup/Modify Chart of Accounts

Fee Items

• Assign an Additional Fee Item to an Event
• Assign Fee Item to Use Manual ePayment for Automatic Recurring Credit Card or ACH
• Assign Fee Items to a Member Account
• Assign Fee with Start and Stop Date
• Bundled Fee Items
• Change a Default Fee Item Price
• Change Billing Frequency in Bulk for Assigned Membership Fees
• Change Membership Dues Billing Frequency
• Create and Modify Fee Items
• Deactivate a Fee Item
• Event Additional Fee Items Report
• Fee Items
• Mass Assign Fee Items
• Modify Billing Renewal Month
• Remove a Fee Item or Membership Due
• View Report of All Assigned Membership Fee Items

GrowthZone Pay

• Autopay & Billing Tab
• Bank Account Deposits Transfers Report
• Bank Account Payment Profiles in the MIC
• Credit/Debit Card Payment Profiles in the MIC
• Disputed Charges
• Enable Switching from Annual to Monthly Payments
• ePayment Profile Report
• ePayment Fee Assignment Report
• GrowthZone Pay - Point of Sales
• GrowthZone Pay Initial Setup
• GrowthZone Pay Overview
• GrowthZone Pay Refunds
• GrowthZone Pay FAQ
• Is Storing Cards with GrowthZone Pay Safe?
• Latest GrowthZone Pay Webinar
• Manage and View GrowthZone Pay Transactions
• Member Options for Storing Payment Profiles
• Mobile Card Readers
• Notification of Autopay Failures
• Notification of Member Request to Be Put on AutoPay
• Payment Profiles
• Point of Sale in StaffApp
• Process ePayment Batches
• Record GrowthZone Pay Transaction Fees with Quickbooks (Bulk)
• Set Up Autopay of Payment Profiles
• Set Up Payment Profiles from the Back Office
• Staff Notifications for Online Payments
• Switch from Annual to Monthly Billing for Your Members
• Update GrowthZone Pay Bank Account
• Use Stored Payment Profile for Autopay

Tax

• Add Discount to Invoice with Sales Tax
• Ensure Non-Tax Set has No Tax Assigned

• Create Individual Tax Items

• Setting Up Sales Tax

• Tax Sets 

Tiered Dues

• Overview of Tiered Dues
• Track Tiered Dues Usage 

Voluntary Fee Items

• Display Voluntary Fees on Statements

• Voluntary Fees

Billing Reports

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Accounts Receivables Reports

• Accounts Receivable Aging Detail
• Accounts Receivable Aging Summary

Autopay Reports

• ePayment Fee Assignment Report
• ePayment Profile Report

General Billing Reports

• Batch Summary Report
• Collections Report
• Credit Card Listing Report
• Deposit Summary Report

• Sales Receipt Summary Report

• Unapplied Credits and Payments Report

Invoice Reports

• Invoice Summary Report
• Open Invoices Report
• Reprint Invoices, Statements, and Reports
• Prospective Sales Pipeline Report

Daily Billing Activities

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Credits

• Apply a Member's Credit
• Create a Credit
• Delete a Credit
• Overpayments and Credits on Accounts
• Process Credits
• Unapplied Credits and Payments Report

Deposits

• Bank Account Deposits Transfers Report
• Deposit Summary Report
• Process Deposits
• Select Appropriate Deposit Option on Exports
• Selecting Undeposited Payments Account
• Set Defaults for Payments and Deposits
• Void a Deposit
• Update GrowthZone Pay Bank Account

Discounts

• Add Discount to Invoice with Sales Tax
• Create a Credit
• Create Event Discount Options
• Delete a Discount
• Process Discounts
• Provide Promo Codes for Membership Application

Membership Fees & Dues

• Add Recurring Fees & Dues to Member’s Account
• Change Member Next Bill Date
• Common Billing Questions
• Create and Modify Fee Items
• Current Fees for Members Report
• Edit Recurring Fees & Dues
• Increase Membership Dues
• Scheduled Sales by Item - Member Fees & Dues Report
• View Member's Transaction History
• View Report of All Assigned Membership Fee Items

Payments

• Apply an Unapplied Payment to an Invoice
• Assign Fee Item to Use Manual ePayment for Automatic Recurring Credit Card or ACH
• Automatic ePayments, Recurring Credit Card, and ACH Billing FAQs
• Bank Account Payment Profiles in the MIC
• Can I Apply a Surcharge to a Credit Card Payment?
• Credit/Debit Card Payment Profiles in the MIC
• Enable Switching from Annual to Monthly Payments
• Delete a Payment
• Disputed Charges
• Manage Payments Received through Additional Member Payments or Membership Application
• Notification of Autopay Failures
• Payment/Receipts by Account
• Process ePayment Batches
• Process Non-Sufficient Funds (NSF) Check
• Process Payments
• Search for a Payment
• Set Defaults for Payments and Deposits
• Set Up Autopay of Payment Profiles
• Staff Notifications for Online Payments
• Move Payment to Correct Invoice/Member
• Unapply a Payment
• Unapplied Credits and Payments Report
• Use Stored Payment Profile for Autopay
• Void a Deposit

Refunds

• Create Refund for a Cash/Check Payment Made toward an Invoice
• Create Refund for a Cash/Check Payment Made towards a Receipt
• GrowthZone Pay Refunds
• Manage Refunds
• Refund by Check (Negative Receipt)
• Refund Link Missing in Payment Processing Transactions Report
• Refund Report

Sales Receipts

• Cash Sales Receipts
• Create Event Invoices and Sales Receipts
• Create Sales Receipt
• Sales Receipt Summary Report

Write-Offs

• Mass Drop/Mass Write-Off
• Process Write-offs
• Writeoff Summary Report

Event Billing

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Additional Fee Items

• Assign an Additional Fee Item to an Event
• Create a Registration Fee (Individual)
• Create Registration Fee that Includes Sponsorship
• Event Additional Fee Items Report
• Additional Fee Items for Your Event

Discounts

• Add Discount to Invoice with Sales Tax
• Create a Credit
• Create Event Discount Options
• Delete a Discount
• Process Discounts
• Provide Promo Codes for Membership Application

Fee Items

• Assign an Additional Fee Item to an Event
• Change a Default Fee Item Price

• Create a Registration Fee (Individual) 

• Create a Registration Fee for Groups/Tables 

• Create Registration Fee that Includes Sponsorship
• Event Additional Fee Items Report
• Event Registration and Billing Preferences
• Group Registration for an Event

Event Invoices

• Create Event Invoices and Sales Receipts
• Create Event Invoices from Billing Module
• Create Event Invoices from the Events Module
• Return to an Event Invoice Batch

Point of Sales

• GrowthZone Pay - Point of Sales
• Point of Sale in StaffApp
• Sell Point of Sale Items with StaffApp

Sponsors

• Create Registration Fee that Includes Sponsorship
• Manage Event Sponsor's Attendees
• Remove an Event Sponsor

Event Billing Reports

• Event Sponsor Report

QuickBooks

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• Duplicate Document Errors in Quickbooks
• Enable QuickBooks Online
• QuickBooks Import
• QuickBooks Online Import

Journal Entry Export

• Exporting Journal Entries for Quickbooks Desktop
• Exporting Journal Entries for Quickbooks Online
• Export to QuickBooks Peachtree or Other Program

Transaction Classes

• Assign Transaction Classes to Transactions
• Record GrowthZone Pay Transaction Fees with Quickbooks (Bulk)
• Transaction Classes