How to Create an Invoice

Eddie Davis -

Creating an invoice in FINSYNC is easy. You can create a single invoice to be used only once, or you can use automation to create recurring invoices and set collections reminders.

Follow these steps to create an invoice:

1.  Click "Income" in the top nav.

2.  Click "New" in the top right.


3.  Choose a "Customer."

4.  Add at least one item.


5.  Scroll to the bottom of the page and choose one of the available options on the "Save" button.



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For a list of articles related to Invoices, Quotes, Sales-Orders, and other Income (Click Here)

For the complete list of articles, return to the FINSYNC How-To Guide: (Click Here)

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