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Fact

Fact

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51 articles

Presentation of the Fact application

What does Fact consist of?

The Fact Synthesis

Download Certificate of conformity

Folder configuration in Fact

Activate a company in Fact

General settings configuration in Fact

Customization documents and emails

Create a document template

Import / export data

Import invoices and credit notes

Edit a custom document template

Accounting settings

Set up the general accounting parameters

Set up categories accounting settings

Set up Products accounting settings

Configure customer accounts in accounting

Configure analytic accounting

Accounts used for transfer to accounting

Perform the transfer to accounting manually

Catalog management

Create and manage a category

Create and manage a product

Add a comment from the catalog

Customer management

Create a customer

Manage delivery addresses

Assign an account manager to a client

Create and manage clients'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?

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

Create a credit note from an invoice (or several)

Grouped actions

Add comments to a document

How to schedule a document?

Choose the template to apply to a document

Advanced features of Fact

Make a bank deposit

Create a reminder on an invoice

Set up including tax invoicing

Set up a periodic invoice

Generate SEPA direct debit

Set up a payment plan

Manage IBAN on commercial documents

Accounting Prerequisites for Fact integration