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Let's begin!

To start working, it is first necessary to define some things such as VAT rates, items, and customers.
At the beginning, you will find some taxes, payment methods, currencies, zones, etc. already defined.
They are there to facilitate the start-up for most businesses that do not need exceptions and that use the most normal options.

If you'd like to try our system, everything is ready. Simply create an item or use the default one. The same applies to customers; the system comes with a single predefined customer called "Generic." You can then create an order and, once created, invoice it. The system will generate a pro forma invoice, which must be confirmed to obtain a final invoice.

Configurations

You can use the predefined settings, change or delete them, and define new ones.

Before deleting configurations, you must delete dependencies! That is, you first need to modify the customers or items and prevent them from using that payment method or tax. Or simply delete the customer or item if it's no longer needed.

The initial steps are as follows:

  1.  Review the company data
  2.  Review the taxes
  3.  Review the payment methods
  4.  Review the types of recurrence
  5.  Create or import items
  6.  Create or import clients

Finally, we can create our first order and generate an invoice from it. We can also do this in bulk, creating as many orders as we need and having the system generate the invoices all at once based on the customer settings, where we've specified the type of invoice they should have and the applicable taxes.

Some data tables are common to all businesses, such as countries, provinces, and currencies. If you need an option that isn't available, please contact us and we'll create it for you.

Choose the one from the following points that interests you:

  1. Creation of taxes
    The easiest way to define VAT rates is to go to the settings menu and check the ones we have....
  2. Import data
    Importing Excel sheets...
  3. Helps create the first invoice
    To create an invoice, first create an order. Then, in the order's context menu, you'll find the option to create an invoice....
  4. Automatic verification
    With PiFact, invoices are automatically sent to Verifactu when they are confirmed....
  5. Recurring invoices
    Recurring invoices are those that are issued periodically for the same items. For example, a monthly rent payment or a maintenance contract....
  6. Electronic invoice
    Obtaining an electronic invoice is easy. Once an invoice has been confirmed, the option to export it appears in the context menu....
  7. Item prices and discounts
    The pricing system for items operates using tariffs. Each customer is assigned a tariff group....
If you can't find the help you need, contact us.