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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.
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Without Best Practice (BP) Mode |
With BP Mode turned on (required for QBO) |
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Fee items |
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Can make changes |
Cannot make changes: *Instead - Deactivate old fee item, create new fee item, map new fee item to QBO (Setup>Integrations>QBO>Fee Items)
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Invoices |
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Can apply payments |
Can apply payments |
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Can be written-off |
Can be written-off |
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Can be edited / deleted (dependent on accounting practices under Finance>General Settings) |
Can only be edited under Edit Invoice (# changed to a #-C) |
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CANNOT delete transactions: *Instead – Void and create a new invoice or edit invoice as noted above |
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Payments |
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Can create refund; OR |
Can void and apply payment to correct invoice |
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Can unapply a payment (if paid by credit card) and apply it to another invoice on the same record. If this is for an organization, it can be applied to related contact invoices.
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