The following provides details on what your customer receives when you request a payment from them. Requesting payment from a customer is performed within FINSYNC using one of the following within the Payments area of FINSYNC:
- Using the Receive Payments feature.
- Using the Invoice feature.
The recipient (your customer) will receive an email notification when a payment is requested using one of the above options and the email will look similar to the example below. The recipient can view the invoice by clicking the View Invoice button within email. This will open the invoice within an internet browser.
After clicking the View Invoice button within email, the recipient will be presented with the invoice details and will appear similar to the example below.
- By default, invoices are paid by Bank Transfer or "ACH" (electronic check).
- If you have the option to accept credit cards as payment, a Credit Card option will appear as well. This option will need to be enabled by the business that is sending the invoice in order for it to appear on the Payment Submission screen.
- The recipient should select the payment method, enter the payment details and then click the Pay Now button to submit and the process is complete!
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