Creating and Managing Invoices
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...
Wed, 15 Mar, 2023 at 8:27 AM
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...
Wed, 15 Mar, 2023 at 8:27 AM
Yes, you can delete any invoice under the "To Be Requested" and "Requested" tabs in Get Paid. Note: You cannot delete invoices that ...
Wed, 15 Mar, 2023 at 8:27 AM
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. ...
Wed, 15 Mar, 2023 at 8:28 AM
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 > ...
Wed, 15 Mar, 2023 at 8:28 AM
[Note: If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer data from your QuickBooks Online (QBO) account in ...
Fri, 22 Sep, 2023 at 6:14 AM
When creating or editing an invoice in Fincent, use the "What are you getting paid" field drop-down menu to assign products and services. Choose t...
Mon, 18 Dec, 2023 at 3:55 AM