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Learn how to make sending invoices easier by adding default email addresses to your document templates, making email management efficient.

Simplifying the Invoicing Process With Pre-filled Emails

Set a custom address for sending invoices and emails triggered in Automations.

Customizing Your Sender Email Address

Add dynamic fields to your line items, emails, and invoice notes.

Customize Invoices With Dynamic Fields

Attach timesheet reports to invoices, or download PDFs for your records.

Attaching Timesheet Reports to Invoices

Customize the timesheet report attached to invoices.

Customizing the Invoice Timesheet Attachment

Customize invoice emails, the sender address, dynamic fields, and timesheet attachments.

Sending and Customizing Invoices

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Create your workspace and invite the people you work with.

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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.

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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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