What Your Customer Sees When You Request Payment

Eddie Davis -

When you request payment in FINSYNC, your customer automatically receives an invite to the FINSYNC Limited Plan, a portal that:

  • Allows secure payment of your payment request/invoice
  • Automatically notifies them the next time you issue payment
  • Stores historical activity with you and other FINSYNC users

It all starts with an email like this:

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If your customer has not entered the portal before, they will be prompted to set up their free Inbox.

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Once they complete the sign up process, they'll be able to pay you faster and more securely than ever before!

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