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  • How to Create and Send a Quote

    Creating and sending a Quote allows you to send your customer an estimate and details related to specific services and/or products.  Follow the steps below to create a new quote and send to a customer

  • 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 crea

  • How to Create/Send Sales Orders

    Sales Orders are a great way to both provide your customer with full details of the contemplated transaction as well as offering a way of tracking for inventory and the sales associate who initiated t

  • What Your Customer Receives when you Send a Quote

    This is a visual representation of what your customer receives via email when you send them a quote.

  • How To Convert Quotes to Invoices

    FINSYNC saves you time by letting you convert quotes (for sales or service) to invoices in a few easy steps. This article shows you how to convert a quote directly to an invoice and send to a customer

  • How to Create Recurring Invoices

    Recurring invoices is a great way to save time for any situation where customers are billed on a recurring basis. Once recurring invoices are scheduled, FINSYNC will automatically generate and send ne

  • How To Create & Pay Bills

    The FINSYNC platform allows you to easily and quickly create bills while sending out payments to vendors.

  • How to Create Single Journal Entries

    FINSYNC allows users make journal entries for reporting purposes.  In order to create a single journal entry, follow the steps outlined below:  1. Click on the Reports tab in the top menu. 2. Click on

  • How to Create Additional FINSYNC Profiles

    FINSYNC users can create or be associated to more than one business profiles. A business profile is considered an additional company. This option can be used in situations where an individual is the o

  • How to Create Departments & Locations for Attributes

    FINSYNC uses an Attributes system to help you better understand how different parts of your company are performing financially. Two useful attributes for the tracking purposes are Locations which are