Creating & Managing Bills

How do I add a vendor to my Fincent Directory?
You must be on Fincent’s Starting, Growing or Thriving plan to access Pay and join our closed beta to make payments. You’ll automatically find vendors a...
Wed, 15 Mar, 2023 at 8:08 AM
How do I edit my vendor’s details?
You can edit your vendor’s name and email address in Pay when adding a new bill, making a payment without a bill or even on an existing bill.  Note: You...
Wed, 15 Mar, 2023 at 8:09 AM
How do I add a bill?
There are three ways to add a bill in Fincent: from Pay, from QuickBooks Online (QBO), or by emailing bills to your unique Fincent email address.  Add yo...
Wed, 15 Mar, 2023 at 8:09 AM
Can I edit a bill?
Yes, you can.  We recommend editing your bills in Pay to keep your Fincent and QuickBooks Online (QBO) accounts in sync.   In Pay, go to the To be...
Wed, 15 Mar, 2023 at 8:10 AM
Can I delete a bill?
You can delete outstanding bills in Pay. Select a bill from the To be Paid tab. Click the 3 dots on the bill details page to Delete. Confirm tha...
Wed, 15 Mar, 2023 at 8:10 AM
Will bills I forward to my bookkeeper appear in Pay?
Yes. When you send a document to your bookkeeper using your unique Fincent email address, it’s saved in your Fincent Files. Depending on your plan, your boo...
Wed, 15 Mar, 2023 at 8:10 AM
My document is tagged a “bill” in Files. Can I delete it or remove the tag?
You must be on Fincent’s Starting, Growing, or Thriving plan to access Files. A document in Files has a “bill” tag only if it’s linked to a bill. You ca...
Wed, 15 Mar, 2023 at 8:11 AM