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In the single-step workflow, you finalise the invoice and add the payment at the same time, for example, when a client pays the invoice ri...

Single-Step Invoice Finalisation and Payment

If you agree with a client to receive the payment later, you follow the two-step workflow, first finalising the invoice and adding the pay...

Two-Step Invoice Finalisation and Payment

You can cancel and correct invoice payments if cancelling has been enabled in your Vetera clinic location settings and you have the requir...

Cancel or Correct a Payment on the Invoice Page

Register Payments Manually

You can finalize and send invoices to multiple clients at once. Instead of processing each invoice individually, you can select a group of...

Send Invoices in Bulk

Note
This function is currently only available in a limited number of customer environments.

The finalized invoice page shows consultatio...

View Finalized Invoices

Finalising Invoices and Adding Payments

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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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