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Learn how to make payments easily trough different features.

Payments

Learn how to process a BACS Run and download the bank import file for your payments.

Process a BACS Run

Learn how to reverse an entire BACS Run or a single payment within a BACS Run.

Reverse a BACS Run

BACS run

Use this process to cancel and reverse a printed cheque.

Cancel and reverse a printed cheque

Use a Printed Cheque Run to generate and process cheques for selected invoices or credit notes.

Process a Printed Cheque Run

Learn how you can use printed cheque as a form of payment.

Printed Cheque Run

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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.

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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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