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How to find the template editor and preview your changes when building your templates.

The basics

How to design your templates in your personal branding

Designing your template

Adding Data to your Templates

Calculate with data

Customize your data display

Adding signature-tag to your template

Create contracts/ invoices for multiple dates or artists

Set up templates for multiple events

Learn how to easily create a credit invoice template.

Create a credit invoice template

Coding for saving the amounts from your invoice

How to correctly show the total / vat of your invoice

Add days to a date

Exclude or include in Templates

Making Your Templates More Engaging with Visual Elements

Add an Image in Your Templates

Apply Liquid filters to format dates and time in contract and invoice templates.

Display Dates and Time in Templates

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Guidelines to create a structured, professional template layout.

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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.

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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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