Tasks

Lower what chosen lines of an existing invoice owe with a separate, numbered credit memo, without editing the invoice itself.

Pick a starting point in the Finance & Billing Query Center, from invoices to revenue recognition schedules, run your own question, and export the answer.

Move a batch through closed, verified, and archived as work on it finishes, reopen one that's closed or stuck, and delete a batch that was created by mistake.

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.

Search for a recorded refund or credit, review the payment and ledger entries behind it, fix its date, memo, or notes, and move it to a different open batch.

Produce a customer's balance statement from their record, choose a template, email it or send it to an address other than the customer's own contacts, and save a copy on their record.

View a customer's installment schedule with its order, status, totals, and linked invoices and payments, fix it after a declined charge, and edit its unbilled entries, billing address, and notes.

Print or email a customer a receipt for a refund, and see what the receipt shows and why typing an email address into the refund dialog doesn't send anything by itself.

See what a contact or organization owes, holds in credit, and has paid, plus their open invoices, every transaction, and their past statements, from their own record page.

See the exercises for Rhythm's FIN-103 and FIN-201 training courses, and get the completion code that proves you finished one correctly.

Read the summary figures on the Finance & Billing home page, open the records behind any of them, and get a current number instead of the cached one.

Clear an invoice's whole remaining balance as uncollectable in one step, choose whether the loss reverses revenue or draws on your allowance for bad debts, and see when an invoice can't be written off.

Raise what chosen lines of an existing invoice owe — for example, to add a forgotten charge — with a separate, numbered debit memo.

Open a new batch for a business unit and period, correct its name, notes, or date, and set a time for it to post itself automatically.

Turn part or all of a payment into credit a customer can spend later instead of returning the money to their card or bank account.

Bill and charge chosen installments of a schedule immediately instead of waiting for the next billing run, and see what happens when there's no saved payment method to charge.

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.

Find Finance & Billing's four built-in reports — A/R Aging, Deferral Waterfall, Subledger Entries, and Trial Balance — see what each answers, and export any of them to a file.

Send posted batches to your accounting software as a file or, for QuickBooks Online, directly through the integration, and understand the detail, summary, and per-batch summary shapes a download can take.

Search for an invoice by number, date, amount, customer, or batch, list every invoice tied to an order or a customer, and report on how overdue an invoice is.

Pay out some or all of a customer's available credit back to the card or bank account it originally came from.

Search for a batch by business unit, period, status, date, amount, or name, and open one to see its totals, transactions, posting errors, and dependencies.

Turn open balances brought over from a previous system into new, payable Rhythm invoices, one business unit at a time.

Produce a printable copy of an invoice, email it to the customer, and hand out a public payment link so someone can pay it without signing in.

How to fix a saved payment's date, reference number, payer, address, or notes, and how to remove a payment once it has been voided.

How to record a payment against a customer's open invoices in the Console, including money that came in outside Rhythm's own processing.

The difference between voiding and reversing a mistaken payment, when each is available, and what happens to a card or bank charge either way.

What staff can still change on a processed credit memo, debit memo, or write-off — its date, memo text, notes, and batch — and what can never change.

How a member, an anonymous payer, or staff entering a payment on someone's behalf pick a card, bank account, or digital wallet to pay with, and decide whether to save it for next time.

How staff see and remove a customer's saved cards and bank accounts, replace a method that's still in use before deleting it, and change which saved method a scheduled charge uses.

When a payer's receipt is emailed automatically, and how staff print, re-send, or share a payment's receipt with anyone who should have it.

How to find a specific payment, see every payment a customer has made, review the payments in a batch or order, and view a record of a payment made outside Rhythm.

How to check whether the current fiscal period is ready to close, close it, and see what closing does to your books.

How to reopen the most recently closed fiscal period to fix a mistake before closing it again, and what to do if a reopen seems stuck.

How to find a credit memo, debit memo, or write-off, open its detail page alongside the invoice and ledger entries it produced, and see which memos and write-offs changed an invoice line.

Move an invoice, payment, or other transaction, and the related transactions that go with it, out of the wrong batch and into another open batch.

Check a batch for missing product setup, then post it and its transactions to the general ledger as a background job.

Take a posted batch's entries back out of the general ledger and reopen it, along with any batch that depends on its transactions.

Stop a billing run so it does nothing more, and understand the difference between cancelling a run in the Console and deleting one outright.

Build a billing run from scratch, from a template, or by copying an earlier run, choose which of its five actions it performs, and set who and what each one applies to.

Check the actions a billing run plans to take, exclude or restore individual customers, refresh the plan, and start execution when you're ready.

Find a billing run by name, date, status, or action from the billing overview, and see installment schedule counts at a glance.

Switch the business unit and currency Finance & Billing's Setup pages are scoped to, from the control next to the breadcrumb bar.

Give a customer credit on account with no payment behind it, correct it while it's still unused, and understand why a used credit can't be deleted.