Revenue 101 Training Curriculum

NOTE: We are currently launching our new MemberClicks University inside the MC | LMS Learning Management System. Over the next few weeks, we will be adding new videos and updating others. If you would like to take these new courses, email training@memberclicks.com and we will set you up with an account.

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Revenue 101 is an introductory course to help you understand and manage the primary financial activities you’ll do in Atlas. Because Atlas is a complete Accounts Receivables system, this course will focus on these fundamental financial activities:

  • Managing Billings for future invoices
  • Creating and managing invoices
  • Processing Payments and Adjustments

Once you complete Revenue 101, it is recommended that you complete the Revenue 201 and 301 courses for further learning.

Each item below that's linked will take you to more materials to help you with that specific feature or activity. Detailed Course Agenda:

  1. Managing Billing Records
    • Can be managed via Member Levels
    • Manual creation/editing
  2. Creating Invoices
  3. Applying Payments
    • Manually
    • Create New Payment from Revenue Menu
    • Mass Apply
    • Online Payments via Members Only/Events/Online App/E-Commerce
  4. Adjusting Transactions

Watch a recording of a previous Revenue 101 Training:

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