How to Create and Send an Invoice (Mobile)

FINSYNC's mobile platform enables you to easily send invoices to any customer with a customer profile.

To begin creating and sending invoices from within the mobile platform, follow the steps outlined below: 

1. Click on the collapsible menu in the top left corner of your screen. 

2. Select Inbox.

3. Click on the green + Icon in the bottom right corner of the screen and select Send an Invoice

4. Fill out Information Fields:

  • Select your customer.
  • Add an Item from your catalog and use the + or - to indicate quantity. Use the green Done button to effect the changes. 
  • If needed, manually enter a Price. Selecting service items will auto-populate the amount. 
  • Optionally add in a Description
  • Enter in a Due Date
  • Adjust Invoice Number if needed. 
  • Optionally Enable Auto-Draft (must be enabled from within customer profiles and customer banking information is required). 
  • If applicable, update Payment Terms
  • Optionally add an Attachment

5. After completing all optional and required information fields, use the green Send Invoice button to email the customer a copy of the invoice.