How to Create and Send an Invoice

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: