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This article explains how to create an Application Package to compile and submit invoices for a specific billing period. This optional step allows invoices to be selected, assigned to a…

Create an Application Package

This article explains how to submit a pay application package for funding, track its status, record client approval, and mark invoices as paid.

Submitting your Application Package for Funding

You can edit or delete an Application Package that is no longer in draft by following the steps below to revert the Invoice back to draft.

How to Revert or Delete an Application Package

Cara Alva

Jackie Weinstein

Payment Application Packages

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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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