Configure

Set up each business unit's base currency, fiscal-year start, accounting method, and default accounts, and understand what's fixed once a business unit is created.

Add G/L accounts, bank accounts, departments, and accounting projects to a business unit, and understand what's fixed once each is created.

Connect a business unit to your accounting software, control how its batch downloads are formatted, and choose its default invoice and receipt templates.

Choose a business unit's default recurring batch, route transactions to the right batch with ordered rules, and set up recurring batches that open and post themselves on a schedule.

Build, preview, and maintain a custom layout for batch downloads when none of the built-in accounting-software formats fit.

Give a staff member one of four ready-made Finance & Billing access levels, and choose which organization contact roles may view and pay an organization's balance in the Portal.

The fixed list of question types Finance & Billing offers in the Query Center, grouped by category, and where else Rhythm uses that same list.

Write the emails a billing run sends for charges, reminders, and other outcomes, choose which of an organization's contacts receive them, and what happens when a notice is retired or deleted.

Save a reusable billing run definition whose date windows move with the day a run is built from it, and what happens when a template in use is changed, deactivated, or deleted.

Create donation products with no fixed price and map their gifts to a fund, and view and correct the financial setup of the read-only products created when you migrated to Rhythm.

The one record of account-wide finance choices — your default merchant account, default customer statement template, and whether staff can edit G/L information on products — and what happens the first time you save it.

What a fiscal year is, how to generate a business unit's next one or its first one, what you can rename or change afterward, and what happens if the business unit is deleted.

Set up, reorder, and retire the merchant accounts a business unit uses to take card and bank payments, record an earlier processor for refunds, and what protects — and does not protect — an account from deletion.

Create, price, and bundle the general charges your association sells directly through Finance & Billing, and why a card processing fee sometimes shows up as a product you did not create.

Design the page and email your payment receipts use, preview a template against a real payment before saving it, and send yourself a test copy of the receipt email.

Decide whether Portal members can pay open invoices by electronic check, whether payers can save a card or bank account on file, whether membership invoices offer automatic renewal, and whether anyone with a shared link can pay an invoice without signing in.

Tell Rhythm where a product's money goes, once per product, its revenue, receivable, and write-off accounts, whether to defer or split its revenue, and which merchant account its payments must reach.

Restrict who may buy a product and how many, let buyers pay in installments, and set what happens automatically once a purchase is complete, entitlements, confirmation emails, coupon codes, and follow-up tasks.

Create, edit, preview, and delete the templates a refund receipt is laid out from, and start a new one from Rhythm's built-in receipt.

Let a business unit accept currencies besides its base currency, and keep a table of today's exchange rate for each one, even though transactions do not convert at these stored rates.

Have Rhythm create new billing runs automatically on a schedule, from a billing template, with enough lead time for staff to review each plan before it runs.

The ordered checklist that walks a new Rhythm account through what to configure in Finance & Billing, and the Setup menu that lists only the sections your account has switched on.

Define the layout, email wording, and recipients of a customer balance statement, preview it against a real customer, send a test email, and limit an organization's statement to contacts in certain roles.

Understand what changes when you switch your working business unit in Finance & Billing, which accounting Setup pages stay restricted to finance administrators, and what members can see about a business unit in the Portal.