How to Access Cash Advance Feature on Open Invoices

Eddie Davis -

Note: this feature is currently in beta testing. If you would like to join the Beta, please request access by sending an email to

If a FINSYNC administrator has given you access to the Beta, please follow these steps:

1.  Click "Income" in the top nav. You will default to the "Receivables" section.

2.  Click the "Collect" button in the top right.


Have more questions? Submit a request


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