Cybooks

Pick from five document layouts in Cybooks. Classic is free; Bordered, Minimal, Modern, and Compact need Premium. Switch in Settings > Document Templates.

Choose a layout for your invoices and other documents

Use your own PDF letterhead as the background for every invoice, quote, credit note, and receipt. Premium feature. Includes templates, margins, and per-template controls.

Upload your own letterhead (stationery)

Adjust each Cybooks document template - name, layout, style, stationery, field visibility, and default content blocks. Includes how to reset and where to edit wording.

Customise the style and fields shown on your documents

Adjust or change the number sequence of an invoice, quote and more

Change the transaction number sequence

Christopher Dosin

Customise invoices or quotes

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.