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Create an invoice from a project, the Invoices tab, an estimate, an approved proposal, or a payment schedule, then send it by text, email, or link.

How to create and send an invoice

An invoice can bill a fixed amount or itemized rows, and can carry a message, attachments, a due date, discount, tax, and terms.

What you can add to an invoice

Handoff Support

Create invoices, progress billing, partial invoices, and invoice management.

Invoicing & Progress Billing

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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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