SynchPay

How to add your team members to your SynchPay organization

Adding Employees

How to link your business bank account to SynchPay via Plaid

Connecting a Bank Account

SynchPay lets you add a bit more context to our email notifications

Customizing Your Notification Branding

See a detailed set of instructions about SynchPay's portal functionality

What every single button does

Mistakes happen, but they're not a big deal with SynchPay. Here's how to refund or reverse a transaction.

How to process a refund

How to mimic card-on-file with our debit auth functionality

Pre-Authorized Payments

How to follow up if someone hasn't completed a payment request

Send a reminder for a payment request

Charles Lehman

Learn about the key features of the web portal

For Business Users (A2A Web Portal)

Business Portal Login

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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