You must connect your QuickBooks Online (QBO) account and complete the verification process to request payments from customers.
Skip steps 1 and 2 if you’re already connected to QBO and been verified for payments.
Connect Fincent to your QuickBooks Online (QBO)
All your outstanding invoices and customers from QBO will appear in Get Paid under the To be Requested tab, so you can manage invoices and track payments with ease.
Add your bank account and complete the verification
Fincent partners with Stripe and Plaid for secure payment processing and bank account authorization, respectively. Fill in your company information and add a bank account for payments to be deposited into.
For bank accounts not supported by Plaid
You can manually add your bank account to Fincent by providing the account number and routing number. For more details, please refer here.
[Note: Due to potential payout failures, only checking accounts are supported currently.]
Add a new invoice and request payment
In Get Paid, click "Add a new invoice" on the right to create a new invoice. Or select an existing invoice under the "To Be Requested" tab and click "Request Payment."
Preview the email and payment link that will be sent to your customer and hit Continue. Add a personalized message, opt in for automatic payment reminders, and hit Send Request.
[Note: You must be a Fincent user on the Starting, Growing, or Thriving plan to request payments.]