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How to change a team's invoice behavior from Emailed to Autodraft 

Find the desired team and click "Manage." ​

Go to the team's "Membership" tab.

Click the pencil icon under "Emailed." ​​

Change the Billing Settings to "Charge Automatically (autodraft)." ​​

1. Go to the Directory tab.
2. Click on "Teams."
3. Find the desired team and click "Manage." ​
 
 ​
4. Go to the team's "Membership" tab.
5. Click the pencil icon under "Emailed." ​​
 
 ​
6. Change the Billing Settings to "Charge Automatically (autodraft)." ​​
 
 ​
7. Click "Save" when finished.

How to change a team from paying via emailed invoice to automatically charging their default payment method on file.

How to change a membership from emailed to auto-draft

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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.

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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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