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You can void an invoice but only if there has been no payment made against it.

Void an invoice

You can make a partial or total refund of an invoice but only once.

Process a refund

Manually redeem or un-redeem course services

Change the number of services left in a course

You can re-send an email or SMS already sent to a client

Resend a receipt, invoice, email or sms

See the emails and SMS that your clients have been sent

View / check the emails and SMS sent to clients

The difference between Account totals and Account balance and how it is calculated

Account balance calculation

Total spend, average spend and other information is in the client card

How Total Spend is calculated

You can update or edit client / patient details in more than one place

Editing client / patient details

Client ID

How to send an email or SMS message to the client via the client card

Send email & SMS via the client card

Learn what the numbers mean in the General tab of the client card

Client card financial summary

What is Account Total and how it differs from Account Balance

Account Total

Dr Askari

Natalie

Client card

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.