Dubsado

Create an invoice in 2.0

Send an invoice in 2.0

Show the client’s name and address on invoices

Create a tax and add it to a package or invoice line item.

Add tax to an invoice in 2.0

See an invoice exactly as your client will see it.

Preview an invoice or package in 2.0

Edit or remove an invoice or package in 2.0

Learn to add and manage more than one invoice on the same project.

View multiple invoices on a project in 2.0

If a project is cancelled or a client disappears, you can close their invoice.

Close an invoice in 2.0

Becca Berg

Create invoices

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

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.

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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.

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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