Inviting your people

On the People tab, choose Share to send invites, decide who can join and set a limit.

Send invites by email

Paste email addresses, copy columns from a spreadsheet, or upload a CSV or Excel file. FinWise finds the emails and names for you, and you can check the list before sending.

Until your first invoice is paid, you can send up to 500 invites a day. To send an invite again or cancel it, open the menu on that person’s row.

People who haven’t joined get up to two reminders, about 3 and 10 days after the first invite. Each reminder lets them stop any more.

Choose who can join

This stays in place until you change it, under Share on the People tab or in Settings > Organisation.

Only people you invite: The default. People need an email invite.
Anyone at your email domain: Anyone who confirms an email at your domain can join. This needs a company email address.
Anyone with the link: Anyone with your link can join by giving their name. This suits people without a work email.

With the last two options, everyone who joins is added to your invoice. If a link reaches the wrong people, replace it from Share. The old link stops working straight away, and people who’ve already joined aren’t affected.

Set a maximum number of people

A maximum limits how large your invoice can get. Nobody else can join once you reach it, and FinWise emails your team at 90% and 100%.

Remove someone

Open the menu on their row in the People tab and choose Remove. They keep access for 30 days, and stay on your invoice until their last day. They can then move to their own plan, and their account and data stay theirs. Time already invoiced isn’t refunded. Changed your mind? Choose Undo removal from the same menu any time before they leave.

Setting up Costs and invoices

On this page

Send invites by email Choose who can join Set a maximum number of people Remove someone