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Receiving & Sending Payments

Now that you've completed your Business Profile and set up a Funding account, you can begin to receive payments from Customers on Invoices and send payments to Vendors on Bills. 

Creating and Sending an Invoice to a Customer: 

  1. Click Payments on the main menu in the Business Platform.C
  2. Click on the (+) option next to Invoices in the left hand menu (underneath the Payments In section). Doing this will open the "New Invoice" screen. 
  3. You can assign an existing Customer to the Invoice or use the "Add New" option on the Invoice to create a new Customer Record. 
    1. Enter in the Individual or Business Name and a valid email address.  
    2. Select Save.
  4. In addition to assigning the customer, please select the due date, add in the desired number of line items along with pricing information and descriptions of those line items.
  5. When all required fields have been satisfied you're ready to use the "Save & Send" option. 
    1. Designate the "Acceptable Payment" methods on the invoice when sending. These determine how your customer can pay you. 

Creating and Sending and a Bill to a Vendor:

  1. Click Payments on the main menu in the Business Platform.
  2. Click on the (+) option next to Bills in the left hand menu (underneath the Payments Out section). Doing this will open the "New Bill" screen. 
  3. You can assign an existing Vendor to the Bill or use the "Add New" option on the Bill to create a new Vendor Record. 
    1. Enter in the Individual or Business Name and a valid email address.  
    2. Select Save.
  4. In addition, assign the due date, add in the desired number of line items along with pricing information and descriptions of those line items and assign a Category to each of the line items. 
  5. When all required fields have been satisfied you're ready to use the "Save". 
    1. You can select "Save" to simply record the expense item in your profile. 
    2. You can select "Save & Pay Online" in order to pay that Bill through FINSYNC -- based on the selected Payment Method of the Vendor