Managing Payments from a Mobile Device

FINSYNC Mobile Payments is an extension of your FINSYNC account, specifically designed for sending and receiving payments from mobile devices.

Navigate to app.finsync.com/mobile from your mobile browser.

ClipartKey_1030941 Learn how to add a bookmark icon to your mobile home screen.

Use your FINSYNC login to sign into the mobile payments app. You will see the "Inbox" view when you sign in, which lists all of your payment activity, including payment requests you've sent and payments you've received.

Payments Inbox

Items that require action, such as accepting payments or paying bills, are labeled as "Needs Action" and include a green highlight.
Use the tabs at the top of the view to see all payment activity, only payments in or only payments out.
Select any payment item in the list to open it and view the details.
Select the green "plus" icon in the lower right to create and send new payments, payment requests and to take a payment in real-time.
Select the icon in the upper left to open a menu from which you can access other areas of the app and log out.

Send an Invoice

Select the button and then Send an Invoice.
Select a customer who is to receive the invoice, or create a new customer record.
After your customer has been selected you can either:
1. Enter the exact amount of the invoice.
2. Under the Edit Items: select from your catalog of services and items (which have associated prices) that you are invoicing for and these will reflect as line items in the same way as done from the desktop version.
Set a due date for payment.
Enter a description of up to 1,000 characters.
Select the methods of payment you'd like to accept.
Enter an invoice number if you are using manual invoice numbering, or if you'd like to override the automatic invoice number.

When you submit your request, an email notification is sent to your customer. By clicking the link in the email, your customer is able to view the full details of your request and make a payment, or reject the request.

Take a Payment

You can now take payments in real-time from customers using credit/debit cards.

Select the button and then Take a Payment.
If you have not set up either NMI, Stripe or Banc Card for collecting payments via charge cards, you will be prompted to do so from within the Mobile application. The ability to set up these payment options can also be accessed from with the full application. To do so, select your INCOME tab underneath PAYMENTS. Next select the SETTINGS tab and find the ACCEPT PAYMENTS section and follow subsequent prompts.
Select a customer who is being billed.
Enter the exact amount or select from your catalog of services/items that have associated fixed pricing.
Enter in the payment information of the card the customer is paying with.

Send Payment

Payments can be made from your bank account and sent to anyone using only an email address.

Select the button and then Send Payment.
Select a vendor who is to receive the payment, or create a new vendor record.
Enter the amount of the payment to be sent.
Set the date on which the funds are to be received.
Enter a description of up to 1,000 characters.
Choose the bank account from which to make the payment.
Select Submit.

When you submit your payment, an email notification is sent to your vendor. By clicking the link in the email, your vendor is able to view the payment details, accept or reject the payment, and choose how they would like to receive the funds (bank account or paper check).