Fundy Integration
Updated over a week ago

Fundy and Iris users can now import orders from Fundy into their Iris Works accounts. This allows for in person payments, sending of electronic invoices and receipts, online payments, etc.ย 

To integrate with Fundy, simply go to My Settings > Settings > Invoice Set Up > Integrations > toggle on the option for Fundy > Save.
Once that is completed, you can go to the Invoices tab across the top > Fundy Import

And then select your client, set the due date for the invoice and upload the Fundy invoice.

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