Billing

The Billing section is designed to assist in the setup and daily activities of staff/employees who use the Integrated Billing solution. Note: This this section is not intended for those using the legacy CQI integration.

• Accounting Basics  

• Accounting Best Practices  

• Things you will need to verify with your Accountant

A list of commonly asked questions that your accountant should answer.

• QuickBooks Troubleshooting

Desktop Version

Online Version

Overview Videos

• Billing I: Getting Started    

Description: Do you need to get started with the Billing module? Learn how to setup your Chart of Accounts, fee items, and Sales Tax. Setup custom customer messages, payment terms, payment methods, and set system-wide defaults. (NOTE: this training is not intended for those using the legacy CQI integration) Length: ~15 minutes.

• Billing II: Day to Day Activities    

Description: An overview of the daily activity as it relates to billing: creating invoices, posting payments, issuing credits, running reports, etc. Includes information on what the difference is between a payment and a receipt as well as when to use credits, discounts and write-offs. (NOTE: this training is not intended for those using the legacy CQI integration) Length: ~15 minutes.

FAQs

• How to I create and send invoices for monthly membership dues?
• How do I create statements?
• How to I export my transactions to QuickBooks or Peachtree?
• How do I set up credit card processing?
• How do I set up voluntary fees?
• How do I run my QuickBooks reports on both a Cash and an Accrual Basis?
• What reports can I use to reconcile to my financial software?
• Which reports display cash vs. accrual based information?
• How do I track Trades?

Q: How do I make sure that the member name in CM/GZ matches what I have in QB?

A: For QB Desktop users, the CUSTOMER NAME in QB must match the Company Name in CM/GZ. For QB Online users, the Display name as in QBO must match the Company Name in CM/GZ.

Billing Help Topics

• Initial Setup

This section provides staff with the details on setting up the selections required for using the Billing module.

• Statements and Reports

Provides a foundation for delivering statements and accessing the multitude of reports available.

• Recurring Member Invoices

Explains the steps required to create the regular invoices for membership - annual, semi-annual, quarterly, and/or monthly invoices.

• Payments, Sales Receipt, Credits, and Deposits

Contains steps and tips for receiving payment, crating sales receipts, applying credits, and making deposits. Write-offs and Discounts are also covered.

• Print Collection Letters, Thank you’s, and Notifications

Explains options for printing pre-defined or self-defined letters to specific members based on your own set of criteria.

• Group Billing

Explains how to bill individuals within a Group.

• Event Billing

Contains steps for setting up Event fees and creating event invoices.

• Credit Card Processing

Explains steps to implement credit card payment into event registrations, online membership applications, and member bill pay.

• Export to QuickBooks or Other Program

Will explain the initial items to check, how to run a trial export, and give tips and instruction for exporting on a regular basis.