Plannit

You've voided an invoice but want to copy the information to a new invoice without having to do it all over again.

Can I revive a voided invoice?

How to recuperate and activate an invoice, quote, job or contact deleted by mistake.

Recover a deleted invoice, quote,  job, contact or visit

Can I increase the font size on an invoice ?

Plannit allows your customers to add a tip when paying a bill. Here’s what you need to know about adding, tracking, recording, and refunding tips.

How do tips work in Plannit?

Brigitte Chouinard

Caroline Pelletier

Invoices

Home services network

For businesses

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

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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.

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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