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Assign or update payment methods for your account and each location, spot payment issues, and view or pay invoices from the Billing page.

How to Manage Your Payment Methods and Invoices in the Business Manager

In this article, you will learn how to collect an Invoice payment.

How to Send and Record Payment for an Invoice

In this article, you will learn the full online invoice payment flow and what the customer sees when they receive an invoice.

How to View and Pay an Invoice (Customer Facing)

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Record payments, take partial payments, and manage payout accounts.

Payment Handling

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Create your workspace and invite the people you work with.

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

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

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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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