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How do I Create and Send an Invoice?

How do I Create and Send a Contract?

Quickly preview documents before sending to your clients.

How to Preview Documents

Setup, automatically send, and trigger overdue payment reminders.

How To Setup And Send Payment Reminders?

Easily embed a YouTube or Vimeo URL into your flow

How to Embed a Video in a Proposal or Follow-up.

How to upload and include attachments in a flow.

How to Add Attachments to a Flow

How do I Create and Send a Proposal?

Learn how to create and send forms to your clients

How do I Create and Send a Form?

Learn how to create and send follow-up documents to clients

How do I Create and Send a Follow-Up?

Learn how to set up recurring invoices for retainers

How to Set up Recurring Invoices for Retainer Payments

Perry Smith

Guides For Creating Documents

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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.

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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.

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.

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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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