Getting started with Facturio
- Set up Facturio for the first time
- Working with lists and quick actions
- List actions on mobile devices
- Dashboard totals and recent documents
- Company, plan, and quick links
Facturio Help Center
Guides for invoices, payments, reminders, e-invoicing, exports, account settings, and common problems.
Getting started
Prepare data for invoicing
- Company details used in documents
- Customer records and document defaults
- Customer list, search, and deletion
- Customer Total Saldo
- Reusable products and services
Invoices and payments
Creating and managing invoices
- Invoices, Reverse Invoices, and Credit Notes
- Create and check an invoice
- Invoice list and row actions
- Edit invoice details
- Search, filters, and statuses
Recording and correcting payments
- Record a partial or full payment
- Remove an incorrect payment
- How payments affect Total Saldo
Reverse invoices and credit notes
- Invoice, Reverse Invoice, Credit Note, and Customer CN
- Reverse Invoices
- Credit Notes
Sending and automation
Sending invoices and document language
- Send a saved document by email
- Recipients and copies
- Document language and attachments
- Interface and document languages are separate
- Customer PDF and email language
Automatic payment reminders
- Invoice reminder schedule and deadlines
- Enable and edit invoice reminders
- Why an invoice reminder may be skipped
- Customer CN reminder schedules
- Reminder texts and charges
E-invoice XML
- What an e-invoice XML is
- Create or download the XML
- Attach the XML to an email
- Required data
- Items with 0% VAT
Advanced workflows
Customer CN
- Open, Customers CN, and Paid
- Create Customer CN from an open request
- Create a standalone Customer CN
- Customer CN payment
- Return Customer CN records to an earlier tab
Load carrier management
- What the Load carriers section tracks
- Create a load-carrier movement
- Load-carrier balance formula
- Select rows for group actions
- Create an invoice or record a return
Reports and account
Reports and DATEV
- Report types
- Report period and filters
- Report export formats
- DATEV account settings
Account, security, and notifications
- Account, currency, and interface language
- Change the account password
- Sign-in methods
- Email verification and login links
- Password recovery
Plans, access, and billing
- Prepaid monthly and yearly plans
- Current plan and access period
- Payment history and payment portal
Troubleshooting
Troubleshooting
- E-invoice XML cannot be generated
- SMTP email cannot be sent
- An attachment is rejected
- DATEV CSV is unavailable
- Payment history is unavailable