Creating an invoice in FINSYNC is easy. You can create a single invoice to be used only once, or you can create recurring invoices and set collections reminders.
Follow these steps outlined below create an invoice:
1. Select Payments from the main menu.
2. Underneath Payments In (left hand menu) select the "+" icon next to Invoices to create a new Invoice.
Informational Fields on Invoices:
1. Select a Customer name.
2. Add at least one item to the invoice, including Unit Price, Qty and applicable % for sales tax.
3. Explore the Settings to the right for a number of options for invoicing.
NOTE: To review the payment settings in more detail, review this tutorial HERE.
4. Scroll to the bottom-right of the page and choose one of the available options from the Save button (pictured below).
5. When you select Save & Send, you'll be prompted to confirm the payment methods you would like to offer your customers:
