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Print a house account statement for every customer who still owes you money in one PDF, so a whole month's invoices go out in a single run. Nothing is emailed…

Printing Customer Invoices

Exporting Your Customer List

When the same person ends up with two customer profiles — a walk-in registered twice, a phone order logged under a slightly different name — their order history, loyalty points,…

Merging Duplicate Customers

Keeping a customer's contact info, address, and account settings current means invoices reach the right inbox, house account credit reflects real terms, and tax exemption applies correctly at checkout. This…

Update a Customer Profile

Building an order for a customer who calls in, wants to set something aside, or is paying with a house account means you can ring it up and take payment…

Create a Customer Order

Refunding a Customer Order the right way — back onto the tender it was actually paid with, or deliberately onto cash or a gift card instead — keeps your books…

Refund a Customer Order

House accounts let trusted customers charge purchases now and pay later, so you don't turn down a good sale. Just set a credit limit first — enabling the toggle alone…

Set up a House Account

Grouping customers — by how much they've spent, how long they've been with you, or just by hand for something like wholesale buyers — means you can apply the right…

Customer Groups

Henry Rundio

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Customers

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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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