Jasmine Software

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Classic: Add Payment Method

Classic: Assigning Location to Receipts

Classic: Create receipts/Superbills from Contacts

Classic: Creating receipts/Superbills from SOAP Notes

Classic: Discounting products

Classic: Discounting treatments

Classic: Enabling/Disabling Superbill Emails

Classic: Printing multiple receipts/Superbills

Classic: Printing receipt/Superbill

Classic: Recording payment

Classic: Save receipt/Superbill as PDF

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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.

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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