Facturio Help Center

Practical guides for creating invoices and using Facturio confidently.

Getting started with Facturio

Set up your company, understand the Dashboard, work with lists, and follow a reliable daily document workflow.

Set up company details, customers, document defaults, products, services, prices, VAT rates, and currencies before creating invoices.

Create, check, edit, copy, search, and track invoices, manage statuses and numbering, and review the document action log.

Record partial or full invoice payments, remove incorrect entries, and understand how payments affect balances and statuses.

Understand the difference between reverse invoices, standalone credit notes, and Customer CN, and choose the correct document.

Configure email sending, recipients, copies, attachments, SMTP, and the language used for customer documents.

Configure reminder stages, schedules, fees, customer settings, and the conditions that can prevent a reminder from being sent.

Create, download, and email an e-invoice XML, review required data, and resolve common generation errors.

Manage Customer CN requests, received documents, payments, attachments, exports, statuses, and reminders.

Record load-carrier movements, calculate balances, settle quantities, and use grouped email, PDF, and CSV actions.

Generate reports, apply filters, export PDF or CSV files, and configure the accounts required for DATEV exports.

Manage account settings, interface language, password security, sign-in methods, access recovery, and notifications.

Understand plan limits, prepaid access periods, payment history, and how to continue access after a plan expires.

Resolve common problems with e-invoice XML, SMTP, attachments, DATEV exports, payment history, and Free-plan limits.