You can add a new invoice directly or request payment for an outstanding invoice in Get Paid.


First, connect your QuickBooks Online (QBO) account and complete verification. Here’s how.


Add a new invoice and request payment

  1. In Get Paid, click Add a new invoice on the right.

  2. Fill in the details and select your customer (synced from your QuickBooks Online account).

  3. Preview the email and payment link that will be sent to your customer and click Continue.

  4. Add a personalized message, opt in for automatic payment reminders, and hit Send Request. 

Request payment for an outstanding invoice

  1. In Get Paid, go to the To be requested tab to see all your outstanding invoices.

  2. Select an invoice and click the Request Payment button.

  3. Preview the email and payment link that will be sent to your customer and click Continue.

  4. Add a personalized message, opt in for automatic payment reminders, and hit Send Request. 


Go to the Requested tab in Get Paid to track your payment request.


Note: You must be a Fincent user on the Starting, Growing, or Thriving plan to request payments.