Invoice Maker

Send your client a link to their document through any messaging app, like WhatsApp or Messages.

In the bottom menu, tap Invoices or Estimates

Your phone's share menu opens. Choose an app, like Messages, Messenger or WhatsApp - or copy the link

- In the bottom menu, tap Invoices or Estimates
- Open the document you want to share
- Tap Send &gt; Other
- Your phone's share menu opens. Choose an app, like Messages, Messenger or WhatsApp - or copy the link

A message opens with a ready-made text and the link

- A message opens with a ready-made text and the link
- Edit the text if you like, then send it

Tip: to send a PDF instead, see Save as PDF.

Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

Share a document by link

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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.

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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.

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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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