Streamlined

Send all or part of a payment back to your customer.

Refund a payment

See where a refund goes, check its status, and follow up if it hasn't arrived.

Track a refund to your customer

Bring an invoice back to zero when your customer no longer owes the refunded amount.

Close an invoice after a refund

Your customer paid twice or was charged twice for the same invoice, a duplicate payment. Keep the extra as credit or refund it.

Refund or keep a double payment

Lower or raise what your customer owes on an invoice, or undo a note made by mistake.

Record a credit note or debit note

Find where an invoice's credit came from, and use it on another invoice.

Apply a customer credit

Find the invoice a disputed payment belongs to, then close the balance or contest it.

Handle a chargeback

Credit notes, overpayments, refunds, and card disputes.

Credits, refunds, and chargebacks

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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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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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