Frively

How to add a deposit or account credit to your client's account

Add deposit or account credit

How to take a bill where the bill is split between different payment methods ie cash and card

Using multiple payment methods when taking a bill

How to make sure items sold are assigned to team members financial performance correctly

Assigning your team commission in the till

How to tell what type of bill it is from the colour code

Bill status colours

How to edit a bill you have already processed if you need to change the services, items, or prices on the existing bill

Reprocessing a bill with different items or prices

How to edit a bill you have already processed if you need to change the payment method

Reprocessing a bill with a different payment method

How to void a bill and remove it from your reports

Voiding a bill

How to print a receipt from your desktop or receipt printer or email it to the click

Printing or emailing a receipt

How to edit the account credit redeemed to something different than the whole balance available

Changing the amount of account credit redeemed

How to generate the change from a payment being taken

Calculating change for a bill

How to delete a bill you haven't finished processing

Deleting a bill

How to redeem loyalty points against a client's bill

Redeeming loyalty points

How to log a professional product as stock use

Add a stock use entry

How to add a petty cash entry to remove it from your cash value

Add petty cash

Saving a bill

How to start a fresh bill if you are still processing another

Starting a new bill

Refunding a bill

How to build a refund in the till instead of from a receipt

Creating a new refund

How to sell multiples of the same product

Selling more than one of a product

How to sell an e-gift card to be sent to the recipient via email

Selling an e-gift card

How to redeem a service or product from a client's bundle

Redeeming a bundle

How to sell a bundle with the configured services and products to a client

Selling a bundle

Adding a discount to a product or service

How to discount account credit in the till

Adding a discount to account credit

Adding a discount to a gift card

How to add a gift card for no fee to donate it or otherwise

Donating a gift card

Selling a product

How to build a bill in the till instead of from a booking

Creating a new bill in the till

Taking payment from a booking

How to add a discount to your services or products in the till

Applying a discount

How to process a payment for a part of the deposit or money on account credit, but leave some on account for later

Redeeming only part of a deposit/account credit

Kate Shove

Till

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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