Unapproved Invoices Explained

Eddie Davis -

FINSYNC allows the master account holder to have final approval before invoices are sent to customers. 

Confirming final approval to send an invoice is easy. Follow these steps:

1) Login to FINSYNC. Click the "Income" tab in the top nav.

2)  Click the "Unapproved” button in the left nav.

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Note: If you hover the cursor over the "Income" tab, you can select "Unapproved" from the dropdown menu.

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3) Locate the specific invoice and click the down-arrow on the right side, then click "Approve & Send."

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4) You will then be prompted for final approval of recipient and ACH payment option.

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All Finished!

 


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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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