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.

newinvoice.png

3.  Choose a "Customer."

4.  Add at least one item.

invoice1.png

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

invoice2.png

 


You May Also Be Interested In:

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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