From creating your account to your first reminder: the key steps, illustrated.
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Click "Free trial" and enter your company, your name and your email.
In Settings › Company, add your logo, tax ID, address and bank details.
In Settings › Taxes, check your VAT rates, stamp duty and withholding tax.
In Settings › Numbering, choose the format of your numbers (e.g. FAC-2026-0001).
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Contacts › Customers › New: name, phone (for WhatsApp), email, city, tax ID.
Catalog › Products › New: name, sale price, purchase price, VAT rate.
Tick "Track stock" and set a minimum stock to be warned before running out.
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Sales › Quotes › New: choose the customer, add the items, save.
Send the quote by WhatsApp or email straight from the document.
Quote accepted? "Convert" it to a delivery note, then an invoice: nothing is typed twice.
Validate the invoice: it gets its final number and the stock is updated.
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On the invoice, "Collect": cash, check, bill of exchange, transfer or withholding tax.
A check stays "in portfolio" until it is deposited, with its due date.
The customer's account shows their balance, unpaid invoices and statement.
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Finance › Collections: your customers by age of debt, the late ones first.
Open a customer and click "WhatsApp": the reminder is already written.
In Settings › WhatsApp and Email, schedule automatic reminders before the due date.
For holidays and new products, use bulk messages with the ready templates.
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Settings › Users › Add: name, email and a starting password.
Choose what the person can view, create, validate or cancel, item by item.
Limit them to their branch, warehouse and cash register if needed.
Follow their activity in each document's history.
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Pick the period: this month, this quarter or this year.
The calendar gathers due dates, checks to deposit and quotes to follow up.
Finance › Forecast shows the cash of the coming weeks.
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Download Faktar from the App Store, Google Play, Windows or Mac (Download page).
Sign in with the same email: your data arrives, the essentials first.
Offline, keep working: everything syncs when the network is back.
Create your account in 2 minutes and send your first invoice today. Our team is here if you need us.
