Knowledge Base
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Payments
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
FINSYNC's Limited Plan
Banking & Cash Flow
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payroll & Projects
Payroll
Projects
Associates
Setting Up Employee Profiles
Timeclock
Reports
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
Service Partner Community
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
Forms
Payroll
Payments
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Knowledge Base
Payments
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
FINSYNC's Limited Plan
Banking & Cash Flow
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payroll & Projects
Payroll
Projects
Associates
Setting Up Employee Profiles
Timeclock
Reports
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
Service Partner Community
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
Forms
Payroll
Payments
Payments
Everything you need to know about FINSYNC's payments platform covering income, expenses, and more.
Customer Statements (Statement of Account)
What Your Customer Receives when you Send a Quote
Getting Started with Payments
How To Avoid Additional Fees
Payments Inbox Overview
ACH Transactions and Funds Availability
Where to Find Your Payments Inbox
Income & Receiving 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
Receiving Payments
How to Save Card Details for Receiving Future Payments
How To Convert Quotes to Invoices
How to Create/Send Sales Orders
Converting Sales Orders to Purchase Orders
How to Create and Send a Quote
See more
Invoicing
Sales Tax Tracking & Reporting in FINSYNC
How to Navigate the Payment Details when Creating an Invoice
Invoice Settings - Payment Details
How to Duplicate Invoices
How to Accept Partial Payments
How to Reverse a Charge Off
How to Use the Charge-Off Feature in FINSYNC
How to Duplicate a Recurring Invoice
Enabling Partial Payments for All Invoices & Payments Received
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
See more
Expenses & Sending Payments
How to Handle Cash and Check Payments in Your FINSYNC Profile for AP Items
Sending Payments
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
Expenses and Sending Payments Overview
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
See more
Customers
How to Import Customers
How to Edit Customer Profiles
How to Add New Customer Contacts
What Your Customer Receives When You Request Payment or Send an Invoice
Adding Contacts to Customer Records
How to Store Payment Info for Auto-Draft in Customer Records
See more
Vendors
How to Import Vendors
How to Add Vendors
Remote Check Sending Explained
What Your Vendor Receives When You Remote Issue a Check
How to Track 1099s for Vendors
How to Edit Vendor Profiles
What Your Vendors See When You Pay Them
How to Change Method of Payment for Vendors
See more
Lockbox
Overview of FINSYNC's Lockbox Service
How to Enable Lockbox for Receiving Payments by Check
What Happens If Someone Sends a Check with No Invoice Reference Number to the Lockbox?
Mobile
FINSYNC Mobile Platform
How to Create and Pay a Bill/Expense (Mobile)
How to Create and Send an Invoice (Mobile)
Taking (Receiving Payment) Mobile
How to Add New Bank Accounts and Charge Accounts (Mobile)
How to Add Your Company Logo to Your Invoices (Mobile)
How to Edit Customer Profiles (Mobile)
How to Add Customer Profiles (Mobile)
How to Edit Default Accounts (Mobile)
Managing Payments from a Mobile Device
How to bookmark FINSYNC Mobile Payments on your phone
How to Add Vendors (Mobile)
How to Edit Vendor Profiles (Mobile)
See more
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
See more
FINSYNC's Limited Plan
FINSYNC's Limited Plan
Creating a Limited FINSYNC Profile
Upgrading From the Limited Plan
