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. Follow the steps outlined below:
1. Select Payments from the top menu.
2. Select Customers from the the menu on the left. All existing customers will display.
3. To add a new customer, select the "+" next to Customers from the left menu. You can also select the green New Customer button on the right side of the screen.
4. Enter the required fields in the Info & Name and Address tabs. Although you can proceed with just the customer's name, it is recommended to include the email address and to add all additional details in the Name and Address section. You can also add their industry and description in the Details section.
5. When all the customer information has been entered, remember to save at the bottom.
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