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Creating and sending invoices to your clients on the mobile app

Sending an invoice to a client [Mobile]

How to request a deposit via the mobile app

Requesting a deposit [Mobile]

Adding a discount to an invoice on the mobile app

Quote/Invoice Discounts [Mobile]

Adding/changing an invoice or a quote logo [Mobile]

How to display client's address on an invoice/quote via the mobile app

Display client's address on the invoice [Mobile]

Adding your business address to your invoices/quotes on the mobile phone

Add your business address to your invoices/quotes [Mobile]

Hide or unhide fields on an invoice or a quote on the mobile app

Hide or unhide fields on an invoice or quote [Mobile]

Options for creating invoice numbers on the mobile app

Choosing a numbering system for invoices [Mobile]

Edit the footer template on the mobile app

Edit the footer template [Mobile]

Add/change your payment details on the mobile app

Add/change your payment details [Mobile]

How to add item templates on the mobile app

Adding item templates [Mobile]

How to mark an invoice as sent via the mobile app

Mark an invoice as sent [Mobile]

How to share the link of invoices/quotes to clients via the mobile app

Share the link of invoices/quotes to clients [Mobile]

How to record a payment on the mobile app

Record a payment against an invoice [Mobile]

Sending a receipt [Mobile]

How to edit outstanding/paid invoices on the mobile app

How to edit outstanding/paid invoices [Mobile]

Duplicating an invoice [Mobile]

How to set auto reminders for overdue invoices

Automated reminders for overdue invoices [Mobile]

How to send manual reminders for overdue invoices on the mobile app

Manual reminders for overdue invoices [Mobile]

Customisation options for invoices and quotes on the mobile app

Customise invoices and quotes [Mobile]

Michelle

Mobile articles

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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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