Finance & Billing Training
Accounting basics for Rhythm users and how Rhythm records financial transactions.
Introductory
- Intro to Finance and Accounting, Part 1: Accounting and General Ledger Primer
A plain-language primer on accounting, the general ledger, and how financial statements describe an organization's health.
- Intro to Finance and Accounting, Part 2: The Financial Management System
How a financial management system works, why Rhythm acts as an accounts receivable sub-ledger, and how batches reach your books.
- Intro to Finance and Accounting, Part 3: General Ledger Exercises
Walk through the general ledger entries Rhythm creates for invoices, payments, refunds, credits, and balances written off.
Configuration
- Configuring Finance and Billing
Configure Finance & Billing, including business units, general ledger accounts, merchant and bank accounts, recurring batches, product accounting, revenue splits, payment terms, and templates.
- Multi-Company Accounting
How Finance & Billing handles transactions across separate companies, using due to and due from accounts and merchant account routing so each set of books stays self-contained.
Keep Learning
- Read the Finance & Billing Documentation
- CRM Training 2 videos
- Orders & Inventory Training 3 videos
- Membership Training 3 videos
- Events Training 1 video
- Certifications Training 2 videos
- Documents Training 1 video
- Sponsorships Training 1 video