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.
Walks through the setup behind Finance & Billing and shows how each setting appears in daily work. Topics include separate sets of books, batch rules, special pricing, and custom invoice, payment, and refund templates. It closes with what contacts can do for their organizations in the portal.
What This Video Covers
- Business Units
- General Ledger Accounts
- Merchant and Bank Accounts
- Recurring Batches
- Batch Assignment Rules
- Special Pricing
- Revenue Splits
- Invoice and Payment Templates