Choosing Who Receives Invoices & Payments

The process to edit/select who receives Invoices and Payments is outlined below:

The email address to which you first send an invoice/payment, and which is used to create the free FINSYNC account as described above, will continue to receive future invoices/payments. But there are ways to have additional people receive invoice and payment notifications.

newcustomer_contact   

 

Option 1: Add more contacts to your customer records

1. Mouse over the Payments tab in the top menu and select Income.

2. Click on the Customers tab found in the menu on the left. 

3. Select a customer record, then select the Contacts tab.

4. Select New Contact and create a new contact record, with email address, for each person to receive invoice notifications.

5. When sending invoices, select the additional contacts to be copied on the notification.

 

Option 2: Have your customer or vendor invite other users (this is only possible for your customers if they have set up a Limited Account with FINSYNC). 

1. Have your vendor or customer log into FINSYNC.

2. Click on the Company Profile Icon near the top right of your screen.

3. Click on Account Settings from the left menu. 

4. Select Sharing from the menu on the left. 

5. Mouse over Invite and select User.

6. Enter the name and email address of the person to receive invoice or payment notifications.

7. Select Company's Profile as the Invitation type.

8. Select the access level for the new user. For example, if the new user will be receiving and paying invoices, they will need Manage access to Expenses.

9. Select Send Invite. The new user will receive an email invitation, allowing them to create their own login and to receive future invoice or payment notifications.

Managing Invoice and Payment Notifications

Both you and your customer or vendor can manage the types of email notifications received.

1. Log into FINSYNC.

2. Click on the Company Profile Icon near the top right of your screen.

3. Select Settings from the menu.

4. Select Notifications from the menu on the left.

5. Select the types of email notifications you want to receive.