Unapproved Invoices Explained

In circumstances of having associates with user profiles, FINSYNC allows the account owner to have final approval before invoices are sent to customers. 

In order to confirm final approval on unsent invoices, follow the steps outlined below:  

1. Click Payments in the top menu.

2.  Click 1 to approve in the left menu.

3. Select the specific invoice to approve and mouse over the Ellipses (or 3 dots) on the right of the invoice side, then click Approve & Send.

4. You will then be prompted for final approval of recipient and your preferred payment options.

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Getting Started with Payments

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