Your Financial Session is Booked

Take a few minutes in advance to review your financial setup so we can focus on configuration and validation.

Review your financial setup before your session

This short guide will help your team prepare for your Financial & Payment Configuration Session so we can focus on setup, validation, and alignment rather than discovery.

Review Financial Preparation Worksheet

What you’ll get from it

You’ll understand:
• What the financial session will cover
• What revenue, tax, and invoice decisions should be reviewed in advance
• What finance-related inputs your team should bring
• How to help ensure reporting and payment behavior are correct from the start
Important

What happens if you skip it?

Teams that do not prepare for this session often spend time clarifying revenue structure, tax handling, and invoice expectations during the call.

Reviewing these items first helps your team make decisions faster, avoid configuration errors, and reduce reporting or reconciliation issues later.

Next steps

Before we meet:
2. Confirm how your organization categorizes revenue and handles taxes
3. Gather any invoice terms, payment instructions, or finance preferences
4. Come ready to validate a real financial example