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How do I change my company logo on my Quote or Invoice?

How do I change my company address details on my Quote or Invoice?

How do I change the terms and conditions on my Quote?

How do I add payment details on my Invoice?

Duplicating Printform and Adding it to Print Centre

Editing PrintForms - Change the Font & Style

This article explains how to make small changes to print templates in the print forms layouts: text boxes, white space, formatting

How to edit text in print forms

Printform printing over multiple pages

How to fix print forms when text is getting cut off

This article will help you add popular fields to your templates

Templates - Adding Useful Fields

Michael O'Riley

Miel De Rycke

Nate Mateu

Stationery Templates

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Create your workspace and invite the people you work with.

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

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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.

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