Basic Steps
These steps are required to use Fynn to its full potential.Complete Company Information
This step is required to create 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.
Add Payment Methods
This step is required to collect 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
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
Start Billing
Start billing your products and services with just a few clicks.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
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
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.
Advanced Integration
Integrate your application with Fynn and leverage the extensive API capabilities.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
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
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.