Using FINSYNC Payments allows you to easily invoice your customers and receive payments all in one place.
Note: Before using Receive Payments, configure your preferred payment methods. For setup instructions, see Getting Started with Payments.
Follow the steps below to receive a payment through FINSYNC:
1. Within the FINSYNC Business Platform, 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 an existing customer from the dropdown, or select Add New to create a new customer record.
- Amount Requested: Enter the total amount to bill your customer, including any applicable fees and taxes.
- Due Date: Select the date by which the customer must submit payment.
- Description: Enter a description with relevant details about this payment request for the customer.
- Additional Notes: (optional) Enter any additional details not covered in the Description field.
- Attachments: (optional) Attach a file (e.g., PDF, PNG, or JPG) such as a receipt or invoice. The attachment option is located in the lower-right of the screen.
- Acceptable Payment Methods: Select the payment methods you want to offer the customer. Available options reflect your configured payment settings in FINSYNC. Bank Draft (ACH) is selected by default.
4. Once all required fields are complete, select Send to deliver the payment request to your customer.
Note: To review all sent payment requests, select Invoices from the left-hand menu.
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