Fit Pro Tracker

Setting up Taxes

How subscription fees are billed to a client

Subscription Fees

Billing Activity Summary

Past Due Report - Export to Excel Option

Transaction Report and Zift Merchant Statement: How to reconcile

Learn New Added Features: Schedule Invoice, Cancel Subscription, Cancel Payment & Charge Now Features

How To Process Single Payment Subscription

Types and Definition of Billing Transactions

Billing Transaction Types

Billing - Credit Card Deposits & ACH Deposit & Deposit Statements

Payment Card Response Codes

Scheduling Invoice

Decide how long in advance your clients can book sessions as well as cancel them

Booking Policies

Pro Tip-Adding Memberships to Avoid ProRate

Modify Subscription Amount and Date

Fit Pro Tracker Billing Automation

Enhancing Subscription Modification Processes for Failed Installments

Managing Invoice Modifications on Past Installments

Managing Invoice Modifications on In-progress and Past Installments

Managing Invoice Modifications on Scheduled Invoice Modifications, In-progress and Past Installments

Raniza Seprado

Sofia Zúñiga Vega

Christen Schneider

Billing/Payment - Management & Setup 

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

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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