If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer data from your QuickBooks Online (QBO) account in your Direc...

Fincent lets you add an invoice in one of three ways. Add your invoice in Get Paid You just click "Add invoice," fill in the details, and ad...

Yes, you can edit any invoice under the "To Be Requested" tab in Get Paid. Note: You cannot edit invoices that have already been requested. Th...

Yes, you can delete any invoice under the "To Be Requested" and "Requested" tabs in Get Paid. Note: You cannot delete invoices that ...

Yes. When you forward a document to your unique Fincent email address, it will appear in your Fincent Files, and your bookkeeper will tag it as an invoice. ...

If a document is linked to an invoice, it will show an "Invoice" tag. You cannot delete tagged documents from Files. Instead, go to Get Paid > ...