Isolta

If you didn't immediately receive an activation link, you should: Check that the activation link didn't end up in your junk mail folder...

I didn't receive an activation link after I signed up, what should I do?

Good question! At the moment, our online software does not support using one Finago Isolta account for multiple companies invoicing.

Can I use Finago Isolta with multiple companies?

How to use Finago Isolta on mobile?

This article explains how the number of invoices included in the free Starter plan is calculated and how you can get additional invoices to send at no extra cost.

How does the free Starter plan work?

You can import contacts from another source in a .csv file

How to import contacts to Finago Isolta from another program?

You can import product and service register to Finago Isolta from external source.

How to import products from an external source?

This article explains the difference between a company contact and a private person contact, and how to create a new contact.

How to create a new company or private person contact in Finago Isolta

What to do when I get an error message: This email is already associated with an account?

You can make a subscription to the paid versions of the service from your own account.

How can I start using Pro- or Premium-version of the service?

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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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