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Imagine how efficient your Association staff could be with Association Management Software that seamlessly integrates with your accounting tools, allowing for a painless, paper-free accounting system.
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GrowthZone Pay In-depth Training
View the GrowthZone Pay training below. In this training, you’ll learn the benefits of using GrowthZone Pay, how to set up GrowthZone pay, and some tips for getting the most out of it.
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Setting Up GrowthZone Pay
Payment Profile: A credit card or bank account saved by a member for future manual or automatic payments.
Go to Setup -> Finance -> Payment Gateways. Before creating a gateway, set the Credit Card Account/Dispute Notifications Email. You can choose from existing email addresses for association staff or enter a new one. Be sure to pick an email address that multiple staff members can access in case a dispute or account notice comes in during someone’s vacation.
The next sections of the course will take you through setting up your GrowthZone Pay Gateway.
Configure GrowthZone Pay
After creating a gateway, this additional configuration will ensure you can accept payments and that your members know who the payment is for when reviewing their credit card or bank statements.
First, go to Setup -> Finance -> Payment Gateways. Click on the pencil icon in the Actions column next to the gateway you’d like to edit. The top half of the pop-up shows the information you set when creating the gateway.
In the GrowthZone Pay Account Info section, enter information to help a member identify a charge from your association on their credit card or bank statement.