General

What is the Finli Portal? (Video Narration)
Finli simplifies payments for family-centric businesses. You can use Finli Enterprise Portal for invoicing, tuition collection, enrollment and payment-relat...
Fri, 4 Sep, 2020 at 2:04 PM
How do I add a customer to my Finli Portal?
To add a customer on your Finli enterprise portal:  Go to your Finli Enterprise Portal, at the left menu, click Customer On Manage Customers page, ...
Fri, 4 Sep, 2020 at 2:04 PM
I want to link a bank account, but I don’t see my bank from the list of banks to choose from, what should I do?
If you do not see your bank from the list of banks to choose from, please reach out to Finli at support@finli.com or message us using the chat feature in th...
Fri, 4 Sep, 2020 at 2:05 PM
How do I download a file or report from Enterprise Portal?
If you’d like to download the customer list:  Go to your Finli Enterprise Portal, at the left menu, click Customer Check the box beside the custome...
Fri, 4 Sep, 2020 at 2:05 PM
I want to edit the invoice for a customer, where should I go?
To edit invoice for a customer:  Go to your Finli Enterprise Portal, at the left menu, click Customer Find the name of the customer (To do this, you c...
Fri, 4 Sep, 2020 at 2:06 PM
How do I create a new line item to charge a customer?
Go to your Finli Portal, at the left menu, click Pricing On the Pricing page, Click Create New Expense Item at the top right-hand corner Key in the ...
Fri, 4 Sep, 2020 at 2:06 PM
I want to add a discount to an invoice, what should I do?
Go to your Finli Enterprise Portal, at the left menu, click Pricing Go to Discount Click Create New Discount Item Key in the details of the disco...
Fri, 4 Sep, 2020 at 2:06 PM