Floorzap

In this article, you'll learn how to navigate your merchant portal, view transactions, filter payments, and add a new bank account.

Navigating your Merchant Portal

In this article, you'll learn how to enable or disable credit card fees or surcharge at the Settings level.

How to Enable Credit Card Fees (Surcharge) in Settings

Learn how to show/hide payment methods in the system settings.

How Can I Show or Hide Payment Methods on an Invoice from the settings?

In this article, you'll learn how to show or hide payment options on an invoice at the invoice level.

Can I Hide the Payment Methods Box from the Invoice Level?

Learn how to enable or disable the payment methods box on a completion certificate.

How to Enable/Disable Payment Options on a Completion Certificate

Learn how to choose the various payment methods you would like to offer on an invoice.

How to Select Payment Method Types for an Invoice

Account Set-Up

Create a custom design with text, images, and links

Privacy Policy

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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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