Pixifi

[Video Walkthrough] All about Money & Finances

How to import Expenses or export them to excel

How to view and export your Profit & Loss Statement (P&L)

How to view, manage, add and bulk update payments received
How to view, manage, add and bulk update payments received

How to import Payments or export to Excel

How to Utilize the Money Module in Finances

How to navigate Accounts Receivable

How to add and view financial accounts

How to view, manage, add and bulk update Expenses

How to manage expense categories

How to view and analyze Sales Taxes Collected

How to Refund a Client

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Improve profitability with valuable insights and tools to manage finances for your photography business with Pixifi.

Money & Finances

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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.

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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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