Momence

Erin

Makayla James

Lucas Kling

Payments / Refunds / Discounts / Gift Cards / Referrals / Tags

Selling Stuff / Taking Payments FAQ's

What barcode scanner should I order?

Stripe / Payment FAQ's

Learn how to enable HSA/FSA payments in Momence by configuring your Stripe Merchant Category Code (MCC).

Accepting HSA / FSA Cards with Momence

Fine-tune how payment processing fees are shared with customers

Payment Plan FAQ's

Customize a payment plan

Automated Bookkeeping FAQ's

Promotional Money Credits vs Real Money Credits

Payments / Payment Plans

Discount codes, Price Rules, Referrals, Tags - FAQ's

Referrals, Tags, Price Rules & Discount Codes

Tuition Ledgers FAQ's

Tuition Ledgers Overview

Offer installment plans for customers in multiple courses or semesters, like college tuition 

Tuition Ledgers

Understanding the Source of Unissued Gift Cards Received by Clients

Gift Cards FAQ's

Kassandra Villa Arroyo

Gift Cards

Create a custom design with text, images, and links

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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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