Pilotbase

Adding an Invoice to a Reservation

Adding Fuel Reimbursements

Adding Funds to Account or Making a Payment Online

Bill Immediately Overview for Auto Billing

Bill Later with Auto Billing

Generating a Statement

How to Create an Invoice

Invoicing for Packages

Manage Customers in a Package

Memberships and Subscriptions

Transfer Package Balances

View Package Balances

Working with Credit and Debit Memos

Partial Refund of Package Balance

Make/Model for Packages

Use Guide

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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.

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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