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  3. Income & Receiving Payments

Receiving Payments

FINSYNC allows you to submit a request to receive a payment from your customer using one simple screen.

Using FINSYNC Payments allows you to easily invoice your customers and receive payments all in one place.

Note: Prior to using the Receive Payments option, please be sure the necessary payment options have been configured based on the payment methods you prefer to offer to customers when using Receive Payments.

To begin Receiving Payments through your FINSYNC account, follow the steps outlined below: 

1. Select Payments from the top menu.

2. From the left-hand menu, select Request Payment.

3. Complete the necessary fields within the Request Payment screen: 

  • Customer Name: Select a customer from the drop down or you can create a new customer by selecting Add New.
  • Amount Requested: Enter in the amount you are billing to your customer. Be sure to account for the total of all fees, taxes, etc.
  • Due Date: Select the date that you want the customer to provide the payment by.
  • Description: Add a description with any information you would like to note for the customer relating to this specific payment request.
  • Additional Notes: (optional) Complete the additional notes field with any additional details.
  • Attachments: (optional) Attach an electronic file to the payment (PDF/PNG/JPG for example). This may be a receipt or invoice.
  • Acceptable Payment Methods: Select the options for payment that you would like to provide to the customer. The options listed are based on the configurations for receiving payments using FINSYNC. The Bank Draft (ACH) option will appear by default. View the knowledge base articles below for the options for receiving payments and the necessary configurations.

4. Once all necessary fields are entered, select Send

Note: You can review all requested payments by clicking Invoices from the left-hand menu.




Related Articles:

How to Accept Credit Cards or PayPal for Invoices and Payments

How to Enable Lockbox for Receiving Payments

Supported Payments Processors and Gateways

Getting Started with Payments