Fact | Fulll Help Center

Fulll Help Center

All Collections

Fact

Fact

collaboratif

46 articles

Presentation of the Fact application

The Fact dashboard

Certificate of conformity

Folder configuration in Fact

Activate a company

Make the general settings

Customization documents and emails

Create a new document template

How to import / export data?

Invoices and Credit notes import

Edit a custom document template

Accounting settings

Set up the general accounting parameters

Set up categories accounting settings

Set up products accounting settings

Configure accounting customer accounts

Analytic accounting

Accounts used for transfer to accounting

Perform the transfer to accounting

Catalog management

How to create a category?

How to create a product?

Customer management

How to create a customer?

How to modify an customer card?

How to add delivery addresses?

How to add an account manager?

How can I create/manage customer's contacts?

Creation of documents

How to create a quotation?

How to transform a quotation into an invoice?

How to create an order form?

How to create a delivery note?

Delivering a quotation / order form

How to create a deposit invoice?

How to create an invoice?

How to enter a payment on an invoice?

Consult, modify or delete a payment

How to search a document?

How to duplicate a document?

Invoicing one or more delivery notes

Grouped actions

How to schedule a document?

Choose the template to apply to a document

Advanced features of Fact

How to make a bank deposit?

How to create a reminder on an invoice?

How to set up an including taxe invoice?

How to set up a periodic invoice?

How to set up a SEPA direct debit?

How to set up a payment plan?