User manual

Getting Started

• Dashboard
• Users and Invitations
• Multiple companies
• Overview and Balance of Your Customers (Contacts)
• Auto-Filling Company Data from Public Registers
• Document Tagging
• API Integration
• Custom logo and stamp on your invoices
• QR Code
• Where to Find Your Invoice for Fakturácia
• 🔐 Two-Factor Authentication (2FA) in Fakturácia
• 📧 SMTP settings in Fakturácia

Invoicing

• Invoices in multiple currencies and languages
• Multiple Bank Accounts
• Automatic Payment Matching
• Manual reminders
• Proforma (Advance) Invoices
• Tracking expenses and expense documents
• Bulk export of documents for your accountant
• Creating orders
• Document number series
• Number Series Setup
• Discount on invoice items
• Price offers
• Document storage
• Receipts in Fakturácia – Simple Expense Tracking
• Inbox & Data Storage
• Inbox & Cloud drive

Services

• How Services in Fakturácia work – accounting, legal and more
• Legal services
• Tailored Accounting Services
• HR services and consulting
• Managing access to Services

Projects & Tasks (Tracker)

• Projects and Tasks (Tracker)
• Adding Projects and Tasks
• Projects and Tasks (Tracker) – Generating Reports and Invoicing
• Time Tracker – Real-Time Work Tracking
• Who Can See Tasks and Projects? Set Access Permissions Securely

Financing

• Financing in Fakturácia – overview of options to get funding or equipment
• Leasing with Fakturácia – modern equipment without major upfront costs
• Factoring with Fakturácia – turn invoices into money fast
• Business loans with Fakturácia – when you need cash quickly
• Access settings for financing – who can request funds

Open Banking

• How to activate Open Banking in Fakturácia?
• Open Banking in the Bank – Bank Accounts section
• Open Banking – Is My Data Safe?
• Open Banking – Changing or Deactivating Connected Accounts
• Open Banking – Payment Matching and Transaction Overview
• Open Banking – Pricing and Payment