Care Friends

This guide will show you how to turn on or off payment request alert emails.

Payment request notifications

How to action payment requests

Step-by-step guide to exporting a spreadsheet of payment requests for payroll.

How to export a list of payment requests

How to create a manual payment request from your portal

Creating a payment request on behalf of an app user or multiple users

How to revert a payment request that has been incorrectly marked as paid

Reverting a payment request

Em Powell

Lou Turner

Payment requests

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Go to Work Friends NL

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Create your workspace and invite the people you work with.

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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.

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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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