Creating and Managing Invoices

How do I add an invoice?
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
Can I edit an invoice?
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
Can I delete an Invoice?
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
Will the invoices I send to my bookkeeper appear in Get Paid?
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
My invoice document is tagged as an invoice in Files. Can I delete the document or remove the tag?
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
How do I add a Customer or edit Customer details in Directory from Get Paid?
[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
How do I assign a product or service in my invoice?
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