How to Set Up a Bank Account for FINSYNC Charges

Eddie Davis -

FINSYNC bills customers once a month. Your bill includes your subscription for the current month and any transactional and payroll charges from the previous month.

You must have a bank account set up with routing and account number entered in order to use FINSYNC.

Here are the steps:

1. Go to Banking.

2. Click on the account from which you want FINSYNC to charge you for our services.

3. Click "Settings."

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4. Scroll to the section titled "ACH Information" and fill out 4 fields. You can find your routing and account number on a paper check from your bank account.

5. Be sure you check the box for "This is the default account for funding sales."

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6. Don't forget to scroll to the bottom and click "Save Changes."

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