Isolta

In this article you can find instructions on how to send invoices and more.

How to create and send invoices?

Here you can find instructions how to send a payment reminder from an invoice that is overdue. Late penalty fees are added automatically.

How to send a payment reminder?

You can change the invoice into a cash receipt during preview and sending phase. In this article we will go through the steps for that.

How to create a cash receipt?

You can send quotes, order confirmation and dispatch notes using Finago Isolta.

How to create a quote, order confirmation or a dispatch note?

You can send an invoice through Finago Isolta's e-mail service. The customer receives a message in their e-mail.

What is Finago Isolta's e-mail service and how does it work?

You can attach the following file types to electronic invoices: pdf, jpg, png, doc, docx, xls, xlsx, odt, ods...

E-invoice attachments

How can I check that an electronic invoice has been received?

How to delete an invoice?

Can I cancel the invoice I just sent?

In this article I will tell you how you can print your invoices.

How to print invoices?

The Finago Isolta service allows invoices to be sent in four different ways.

By what methods can I send my invoice?

In this article, we will show you what to do if you made a mistake on an invoice and need to fix it.

How to fix a mistake on an invoice?

How to create credit note

With Finago Isolta's group invoicing -feature, you can send the same invoice to several different customers at once.

How can I send several invoices at once?

Sending invoices

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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.

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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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