How to Add New Customer Contacts

FINSYNC helps you manage payments you request from your customers. You can designate your primary customer and also additional contacts associated with that customer.

Adding new customers and contacts is easy, please follow the steps outlined below:

1. Select Payments from the top menu.

2. Select Customers from the the menu on the left. 

3. To add a new contact to an existing customer record, click on the Contacts tab in the top menu. 

4. Click on the New Contact button near the top right corner, and entered in all required information. 

Related articles: 

How to Edit Customer Profiles

Getting Started with Payments

How to add Vendors