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Welcome to Fynn! This guide walks you through the first steps to set up your company and start billing.
Fynn Setup Checklist

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Basic Steps

These steps are required to use Fynn to its full potential.

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Complete Company Information

This step is required to create invoices.
Complete your company details so they appear correctly on your invoices.
1

Open Settings

Go to Settings > Organization
2

Complete your company details

Fill in the following information:
  • Company name: The full name of your company
  • Address: Street, number, postal code, city, and country
  • Tax number / VAT ID: For correct invoicing
  • Email address: Contact email for your customers
  • Phone number: Optional, but recommended
3

Upload logo

Upload your company logo. This will be displayed on invoices, in the customer portal, and in emails.
4

Save

Click Save to apply your changes.

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Add Payment Methods

This step is required to collect payments from your customers.
Set up at least one payment method to accept payments from your customers.
1

Connect payment provider

Connect one or more payment providers with Fynn:

SEPA Direct Debit

Automatic bank collection for recurring payments.

Stripe

Credit cards and other payment methods.

PayPal

Popular online payment method.

Bank Transfer

Classic bank transfer.
2

Enable payment methods

Go to Settings > Payment Methods and enable the desired payment methods for your customers.More about configuring payment methods

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Invite Team Members

Invite your team to work together with Fynn.
1

Open user settings

Go to Settings > Users
2

Invite user

Click the + icon and enter the email address of the new user.
3

Assign role

Choose an appropriate role for the user:
  • Administrator: Full access to all features and settings
  • Accounting: Access to invoices, payments, and accounting
  • User: Standard access to customers, products, and subscriptions
More about Users & Permissions

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Start Billing

Start billing your products and services with just a few clicks.

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Create a Product

Create your first product in the catalog.
1

Open the catalog

Go to Catalog > Products
2

Create new product

Click + Create Product and fill in the product details:
  • Name: The product name
  • Description: A brief description
  • Price: The selling price
  • Billing interval: Monthly, yearly, or one-time
Use Product Groups to organize similar products and enable upgrades/downgrades.
More about product management

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Create a Customer

Create your first customer.
1

Open customer management

Go to Customers
2

Create new customer

Click + Create Customer and fill in the customer details:
  • Name: Company name or individual
  • Email address: For invoice delivery and communication
  • Address: Billing address
  • Payment method: The preferred payment method
More about customer management

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Create a Subscription

Create your first subscription for a customer.
1

Select customer

Open the desired customer and click + Create Subscription.
2

Add products

Select the products the customer wants to subscribe to.
3

Start subscription

Choose the start date and confirm the subscription.
After creating the subscription, an invoice will be automatically generated and sent to the customer.
More about subscriptions

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Advanced Integration

Integrate your application with Fynn and leverage the extensive API capabilities.

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Set up Webhooks

With webhooks, you’ll be notified in real-time about events in Fynn.
1

Open webhook settings

Go to Settings > Webhooks
2

Create webhook

Click + Create Webhook and configure:
  • URL: Your application’s endpoint URL
  • Events: Select the events you want to be notified about
More about Webhooks

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Generate API Keys

Create API keys to programmatically access Fynn.
1

Open API settings

Go to Settings > API Keys
2

Create new API key

Click + Create API Key and assign a name.
3

Store key securely

The API key is only displayed once. Store it securely, as it cannot be retrieved again.
API Reference

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Next Steps

Set up Accounting

Connect Fynn with DATEV for automatic accounting.

Configure Dunning

Automate handling of overdue payments.

Create Checkout

Create checkout links for direct sales.

Customize Customer Portal

Customize the self-service portal for your customers.