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Finance Settings Overview
In our Finance Settings, you can setup the system to automatically generate invoices for scheduled billing. How to setup these Finance Settings are overviewed below. * If you wish the system to automatically generate invoices for recurring billing, enable the Use Automated Billing option in your Finance Gener…
Automated Scheduled Billing Overview
If you wish the system to automatically generate invoices for recurring billing, enable the Use Automated Billing option in your Finance General Settings. * Automated Scheduled Billing is NOT Autopay. Automated Scheduled Billing is a system that automatically generates your invoices. Autopay is automatic…
Create Invoices from Imported File
As a real estate association staff member, you may wish to create invoices for brokers or agents based on their use or misuse of the MLS for a given time period by importing a file provided by your MLS or listing checker service. NOTE: the "Create Invoices from Import" feature requires a subscription to the Data …
Understand What You May See In Billing
There are times when you may wonder if what you are seeing in Billing is correct. Here are some common scenarios to help you know what to expect. Membership Price Changes: Why don't my prices look right? If you did price changes and don't see the updated price when looking at the Upcoming Billing tab under the …
My Billing Info: Autopay & Billing Tab
The Autopay & Billing tab allows your members to manage any stored payment profiles they may have, view their membership (recurring) billing, and manage any autopay options they may have set up. You can update an existing payment profile by clicking on the pencil icon to the right of the stored credit card. NO…
Redeliver Past Due Invoices
copy and paste. Modify height and width if desired. From the Billing module Sales/Invoices tab you have the ability to find and redeliver past dues invoices. This will allow you to find ALL past due invoices. If you are looking for just those that are for membership dues, we recommend that you use the Unpaid tab…
Billing Video Tutorials
Webinars * Setting Up Billing (45 minutes) Handout * Daily Billing Activities (45 minutes) Handout * Managing Membership Dues Billing (51 minutes) Handout The Basics Billing - Initial Setup * Setup your Chart of Accounts * Import Chart of Accounts * Setting up Fee Items * View and Update I…
Real Estate Edition Video Tutorials
Here are focused videos on various topics related to the Real Estate Edition of GrowthZone. M1 Integration Training M1 Integration Daily Activities The GrowthZone integration with the National Association of REALTORS’ M1 database provides association staff an easy way to manage their contacts’ NRDS data. In this…
Generate Invoices for Upcoming (Recurring) Billing
Your GrowthZone software tracks who needs to be billed, how much they should be billed and when they should be billed. On the Upcoming Billing tab, in the Billing Module, you will be able to view those who need to be billed for renewal and generate those invoices. IMPORTANT: If you have enabled Automated Sched…
