Cents

Creating a commercial customer is quite easy! Follow the steps below to get started on your invoicing setup.

How to Create a Commercial Customer

Add staff-only notes and preferences to a customer profile in Business Manager under Customer Notes and Preferences.

How to Set Up & View Customer Internal Notes

Learn how to utilize commercial pricing schedules on Cents

How to Mark a Customer as Commercial and Create a Pricing Tier

Enroll a customer in a membership plan from the counter in the Employee App, no QR code or LiveLink needed.

How to Sign a Customer Up for a Membership in the Employee App

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Set up commercial customers, sub customers, and their pricing tiers.

Customer Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

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

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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