Finance & Billing
Invoices, payments, refunds and credits, batches, posting, month-end close, billing runs, and customer accounts.
Subjects
- Concepts16 articles
What invoices, payments, batches, and the ledger are and how they fit together.
- Tasks44 articles
Day-to-day finance work: invoices, payments, refunds, memos, batches, posting, and the close.
- Portal5 articles
What members and organization contacts see and pay on the Portal.
- Configure24 articles
Business units and accounts, processors, product financial setup, terms, templates, periods, and settings.
- Reference3 articles
Statuses, permissions, and what Finance & Billing does automatically.
In Preparation: Get Started · Troubleshooting
Common Tasks
- Refund a Payment
Return part or all of a payment to a customer, choose whether Rhythm sends the money back through the payment processor, and see what a refund does to the invoice, store credit, and payment it touches.
- Receive a Payment
How to record a payment against a customer's open invoices in the Console, including money that came in outside Rhythm's own processing.
- Apply a Credit Memo to an Invoice
Lower what chosen lines of an existing invoice owe with a separate, numbered credit memo, without editing the invoice itself.
- Void or Reverse a Payment
The difference between voiding and reversing a mistaken payment, when each is available, and what happens to a card or bank charge either way.
- Post Batches
Check a batch for missing product setup, then post it and its transactions to the general ledger as a background job.
- Correct an Invoice
Fix a mistake on an unpaid invoice before anything's been paid against it, void an invoice entirely, or edit its details without changing what it charges.