Below are the steps to get onboarding for the FC billing beta. We will cap the beta at 50 firms, so get set up before it is too late!
You can learn more about the billing beta, available features, and other specifics in this article.
1) Set up online payments
Complete the merchant application inside Financial Cents to accept online payments. The first 50 firms to do this will get access to online payments for the beta.
You can complete the application in the Settings Tab under Billing here.
2) Connect with QuickBooks Online (if applicable)
Seamlessly sync service items, invoices, and payments between Financial Cents and Quickbooks Online.
Confirm that the "Sync Invoices to QuickBooks Online" is checked in the integrations page here.
3) Register for our weekly feedback group calls
Every week, we will be hosting a group call to get feedback on how we can improve billing. Register here.
4) Schedule a call with our payments team
If needed, schedule a call with our payments team. They can help you get started by:
Giving you an overview of the billing platform
Migrating your invoices
Migrating your payment methods
You can book a call with our payments team here.