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A service overview: how it works and where to start

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How to add contractors and what the project manager does

How to Use Offers as a Team

When to use each one and how to send it to your client

Offer or Invoice: Which to Choose

How to get paid for your services through an offer

How to Create an Offer for a Client

A simple way to get paid without your client signing up

How to Get Paid by Invoice

How to deal with offers and invoices to customers

OFFERS AND INVOICES

Find answers and get help from Intercom Support and Community Experts

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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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