Between AS

Create a recurring invoice plan from selected order lines and choose when future invoices are generated.

Create an invoice schedule

Find invoice schedules, review generated invoices, and update or deactivate future billing.

Manage an invoice schedule

Find customers with billable work, select ready order lines, and create invoice drafts efficiently.

Use the invoice assistant

Choose the correct recovery action based on whether an invoice is still a draft, sent, paid, or transferred to accounting.

Correct or credit an invoice

Create an invoice from billable order lines, check the recipient and invoice settings, and save or send it.

Create an invoice

Find invoices, update editable information, and use the actions that are available for the current status.

Manage invoice details and status

Understand how invoice drafts, sending, accounting transfer, payment status, and customer payment fit together.

Understand invoices in Between

Choose email or EHF, fix common send blockers, and confirm that the invoice was delivered.

Send an invoice and check delivery

Move between the invoice assistant and invoice schedules to monitor work ready for billing and future invoices.

Use the invoice status board

Monitor SurfBoard payment readiness, merchant and terminal configuration, transactions, payouts, and integration events.

Use SurfBoard for invoices

Create invoices and manage payment workflows.

Invoices and payments

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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.

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