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This tutorial will show you how to change your invoice template for a one time use or indefinitely as well as change the theme colors for your invoice.

How to Change an Invoice Template and Theme Colors

This SOP outlines the steps to apply both percentage and dollar amount discounts to invoices in the system.

Applying Discounts on Invoices

Connecting Stackably to Quickbooks Tutorial

Aubrey Stuart

Benjamin Shirey

Finance / Invoicing

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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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