All About Fincent 4

• Who are you?
• Where are your bookkeepers located?
• Who are your clients?
• Can you tell me more about your services?

Pricing & Plans 1

• Fincent Customer Referral Program

Our Services 0

Connecting your Bank account 10

• Why do I need to connect my bank accounts to Fincent?
• How does my bank account get connected to Fincent?
• What is Plaid?
• Is my financial data secure?
• Are my bank account details private & confidential?

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Using Your Branding on Fincent 4

• What is a company logo?
• Why should I add my company logo to Fincent?
• How do I add my company logo?
• Can I change the logo I have already uploaded? What happens when I make the change?

Bookkeeping & Accounting 3

• Working with your Bookkeeper
• Basics of Bookkeeping
• Add-ons

Tax & Payroll 2

• How can you help me with my Payroll?
• Does Fincent provide tax filing services?

Catchup Bookkeeping 2

• My books aren’t up to date. Can you help?
• How long does Catch Up bookkeeping take?

Fair billing policy 2

• Billing
• Cancellation Policy

Getting Started 7

• How do I link my bank account and credit card to Fincent?
• How do I check for bank and credit card balances?
• What is Headsup?
• How do I review transactions highlighted by my bookkeeper?
• Where do I see recent and upcoming transactions?

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Updates and New Features 1

• How do I use the new Burn widget?

Getting Started 3

• Updates and New Features
• Your transactions on Timeline
• What is your Timeline?

Using Rules 8

• What are Rules?
• Where do I go to create a Rule?
• How do I create a Rule?
• What are Duplicate or Similar rules?
• What do I do when I get a Duplicate or Similar rule message?

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Getting Started 10

• How do I start requesting payments in Fincent?
• How much does getting paid with Fincent cost?
• How do I request payment for an invoice in Get Paid?
• How do I accept payments directly from a Fincent user?
• Why do I need to be verified to receive payments?

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Payment Methods and Payout account 6

• What payment methods can my customer use to pay me?
• How does my customer ensure their bank allows ACH Debits?
• Can I change the bank account where I receive my payments?
• How do I make sure my bank allows ACH deposits?
• How can I add a payout account without using Plaid during the payment verification process?

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Payment Preferences 2

• How can I select the default setting for 'Who pays the Payment fees' and the 'Payment Methods' for invoices?
• How can I select Who pays the Payment Fees and the Payment Methods for an individual invoice?

Creating and Managing Invoices 7

• How do I add an invoice?
• Can I edit an invoice?
• Can I delete an Invoice?
• Will the invoices I send to my bookkeeper appear in Get Paid?
• My invoice document is tagged as an invoice in Files. Can I delete the document or remove the tag?

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Scheduling Invoices 6

• Why was my scheduled invoice cancelled?
• How can I schedule payment requests for my customers on Fincent?
• Can I create a scheduled invoice with a disabled connected account?
• Can I create a scheduled invoice with incomplete Stripe onboarding?
• How can I immediately send a scheduled payment request?

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Requesting Payments 7

• How do I send a payment request to a Customer?
• What does my customer see when I send them a payment request?
• Can I edit an invoice after requesting payment?
• Can I delete an invoice after requesting payment?
• Can I delete an invoice when a payment is In Process?

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Auto-Reminders 8

• What are Auto Reminders? How do I turn them on?
• What does an Auto Reminder email look like?
• When are Auto Reminders sent to my customer?
• Will Auto Reminders be sent if the customer has paid?
• Will Auto Reminders be sent to all recipients of a payment request?

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Receiving Payments 6

• Why does the payment say “Requested” when my customer has paid?
• How long does it take to receive my payment?
• Payment status is “Transferred” but it’s not showing in my bank account!
• Can my bank account receive ACH deposits?
• How do I track my payments in Get Paid?

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Failed / Canceled Payments in Get Paid 2

• Why is my payment request tagged “Failed”?
• Why does my payment say “Canceled” in Get Paid?

Integrating Quickbooks 3

• How do I sync Get Paid with my Quickbooks Online account?
• How are payments received with Get Paid synced to QuickBooks Online?
• How do I sync payments received outside of Get Paid with QuickBooks?

Working with my Bookkeeper 1

• Will invoices I send to my bookkeeper appear in ‘Get Paid’?

Security - Get Paid 1

• Will my customer be able to see my bank account information?

Getting Started with Pay 5

• How do I start making payments with Fincent?
• Do I need to be verified to make payments in Pay?
• Does my vendor need to be verified to receive payments?
• How long does it take for my vendor to get verified to receive payments?
• How much does it cost to make payments with Fincent?

Creating & Managing Bills 8

• How do I add a Vendor to my Directory from Pay?
• How do I edit Vendor’s details in my Directory from Pay?
• How do I add a bill?
• Can I edit a bill?
• Can I delete a bill?

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Payment Methods 4

• What payment methods can I use to pay my vendors?
• How do I ensure my bank allows ACH debits when making payments?
• How do I ensure my vendor’s bank allows ACH deposits?
• I’m trying to pay a bill. Why can’t I select any payment methods?

Making Payments 6

• How long does it take for a Vendor to receive my payment?
• How do I make a payment to a Vendor?
• What does my Vendor need to do to receive payments?
• My payment shows as “Paid” but my vendor hasn’t received it in their bank account. Why?
• How do I track my payment in Pay?

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Failed/Canceled Payments in Pay 2

• Why has my payment failed in Pay?
• How can I cancel a payment in Pay?

Integrating Pay with QuickBooks 4

• How do I sync Pay with my QuickBooks Online account?
• How do I sync bills and vendors from Pay with QuickBooks Online?
• How are payments through Fincent Pay synced with QuickBooks Online?
• How to sync bill payments made outside Fincent with QuickBooks Online?

Security – Pay 3

• When I make a payment, will my vendor be able to see my bank details?
• Who can make payments from my Fincent Account?
• Is your payment processing safe?

Getting Started 4

• What can I see in the Financials tab?
• How do I get a financial statement for a specific time period?
• I have questions/corrections on my financial statements. Who do I talk to?
• Which statements can I see under Financials?

Getting Started 4

• What is Directory?
• How do I review a customer’s payment history?
• Where can I find a summary of payments to a vendor or subscription service?
• How do I add a vendor/customer to Directory?

Editing/deleting a Customer/Vendor in your Directory 4

• How do I edit a Customer/Vendor’s Name or Details in my Directory?
• How do I delete a Customer/Vendor from my Directory?
• Why is the 'Delete' option for a Customer/Vendor greyed out in my Directory?
• How do I edit a Customer/Vendor's email address in my Directory?

Merging a Customer/Vendor 2

• How do I merge one Customer/Vendor with another Customer/Vendor in my Directory?
• Why is the option to 'Merge with another Customer/Vendor' greyed out in my Directory?

Getting Started 4

• What is Files?
• How do I search for a specific bill in Files?
• How do I forward and upload new bills to Fincent?
• How do I download a bill/document from Fincent?