Help Center
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How To Use Finli
How To Use Finli
Getting Started
Invoicing
Customer Management
Customer FAQs
Account Management
Data & Security
Payments
Bill Pay FAQs
Payments
Data & Security
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Help Center
How To Use Finli
How To Use Finli
Getting Started
Invoicing
Customer Management
Customer FAQs
Account Management
Data & Security
Payments
Bill Pay FAQs
Payments
Data & Security
How To Use Finli
Learn more about Finli, how to set up an account, and how to use our many features to best benefit your business.
Getting Started
Setting Up Your Finli Account (Start Here!)
Overview: How To Use Finli
Invoicing
Linking Your Bank Account with Plaid
Creating and Sending Invoices with Finli
Collecting and Managing Payments with Finli
Getting Paid with Finli
Setting Up AutoPay with Finli
Creating Recurring Invoices with Finli
See more
Customer Management
Adding Customers
Adding Prices, Products, and Services
Creating Custom Fields
Creating and Exporting Reports
