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:


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


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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