How-To Guides
Discover FINSYNC's powerful payments platform for invoicing, bill pay and more.
Payments: Lockbox
Income
- Receiving Payments
- How to Create and Send a Quote
- How To Convert Quotes to Invoices
- How to Create/Send Sales Orders
- Converting Sales Orders to Purchase Orders
- How to Save Card Details for Receiving Future Payments
- How to Handle Cash and Check Deposits in Your FINSYNC Profile for Individual AP Items
- How to Handle Bulk Cash and Check Deposits in Your FINSYNC Profile for Multiple AR Items
Invoicing
- How to Create and Send an Invoice
- How to Create Recurring Invoices
- Adding Your Company Logo to Invoices
- How to Set Collections Reminders
- Adding Attributes to Invoices
- How to Edit Paid Invoices
- How to Manage Your Catalog
- How to Add Accounts to Chart of Accounts
- How to Add Inventory Items
- Choosing Who Receives Invoices & Payments
- Unapproved Invoices Explained
- How to Duplicate Invoices
- How to use Retainers on Invoices
- How to Accept Partial Payments
- How to Use the Charge-Off Feature in FINSYNC
- How to Reverse a Charge Off
- Enabling Partial Payments for All Invoices & Payments Received
- How to Duplicate a Recurring Invoice
- Sales Tax Tracking & Reporting in FINSYNC
- Invoice Settings - Payment Details
Bill Pay
- Sending Payments
- How to Handle Cash and Check Payments in Your FINSYNC Profile for AP Items
- How To Create & Pay Bills
- How to Pay Bills in Bulk
- How to Account for Transactions Outside of FINSYNC
- Check Printing
- Accounting for Liabilities/Assets Obtained Outside of FINSYNC
- How to Edit Paid Bills
- Remove a Payment from a Bill
- How to Resubmit an Email Payment
- How to Approve or Delete Expenses
- How to Review & Process Expense Claims
- How to Attach Receipts to Payments
Customers
Vendors & Expenses
Merchant Processing (Charge Cards)
- Supported Payments Processors and Gateways
- How to Accept Credit Cards or PayPal for Invoices and Payments
- How to Create API Keys for Banc Card Virtual
- How to Connect FINSYNC and Banc Card Virtual
- How to Create Your ECard Gateway API Security Keys for Fulton Bank
- How to Connect FINSYNC and the ECard Transaction Gateway for Fulton Bank
- How to Create Your NMI Gateway API Security Keys
- How to Connect FINSYNC and the NMI Gateway