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.


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


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


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


All Finished!


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)

Have more questions? Submit a request


Please sign in to leave a comment.