Adding Attributes to Invoices

In FINSYNC, each line item on an invoice is derived from your catalog of services or inventory items. In addition to these, it can optionally carry attributes (location, department, associate). Attributes can then be factored into your financial reporting to better understand the company performance. To learn more about Attributes in general, click HERE

You have the ability to add attributes by either creating a new invoice or by editing an existing invoice. To learn how to do so, follow the steps outlined below: 

1.  Select Payments from the top menu.  

 

2. Select Invoices from the menu on the left.

3. Select the row of the existing invoice you are wanting to make edits to. If the invoice has not been paid, select the Edit Invoice tab near the button of the page.

Note: You can only make edits to open (unpaid or unmatched) invoices. If you are needing to add attributes and thus edit an invoice that has been paid click HERE to learn how to do so. 

 

4. On the Edit Invoice page you will find the ability to add attributes to the line items of the invoice. This is indicated by the +A icon located on the far left of the item row. 

 

5. Selecting the icon will allow you to associate that line item with an Associate (employee) a Department (selected from your list of created, personal departments) as well as with a Location (selected from your list of created personal locations). 

6. Click Add Attributes to go back to the invoice.

 

Note: that you'll now see the +A symbol has a blue background indicating attributes have been added to that line item.  Repeat steps 4-6 for any other line items that need to have attributes.

 

 

7. Be sure to scroll to the bottom of the page and click Save to lock in your changes.