Support

Record a check, cash, or other payment against an invoice, mark it paid, and read each invoice status in Handoff.

How to log a payment and track invoice status

Fix an invoice your client can't open, didn't receive, or can't pay. Check contact details, resend or share the link, and turn on online payments.

Client can't open or pay an invoice: how to fix it

Dave Pucci

Handoff Support

Collect ACH or card payments, log manual payments, and track payment status.

Collecting Payments

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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.

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.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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