Homeworks

Set Up Guide: Stripe

Setup Guide: PayPal

How Taxes Work in Homeworks

Initial settings to prepare your workspace: import data, set calendar preferences and customize your view.

First-Time Configuration

Customer Settings

Estimate Settings

Schedule Settings

Learn how to configure invoice settings in Homeworks, including numbering, delivery preferences, and visibility options.

Invoice Settings

Learn how to configure payment-related settings in Homeworks, including Stripe, PayPal, Auto-Charge, and receipt templates.

Payment Settings

Learn how to personalize your Homeworks interface, including display formats, notifications, and dark mode.

Interface Settings

Requiring a payment method on file gives you confidence that customers will follow through with payment once the service is complete.

Setup Guide: Requiring a Payment Method on File

Automatically send customer invoices on a daily, weekly, or monthly schedule in Homeworks.

Setup Guide: Auto-Sending Invoices

Settings

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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First-Time Configuration

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