PERIFACT Invoice Software | Windows
HELP
HELP page
NEW: ChatPGT and PERIFACT have become friends! Ask ChatGPT! If you still can't figure it out feel free to send an email.
Here you will see pages that can also be accessed directly from the program.
PROJECTS HELP
A project is a label that you put on invoices. Everything that you invoice for that project is added up for you by PERIFACT: per customer, per product group, per product, and per month. With a project budget, you can additionally monitor what you expect to spend or...
Help PONTO
Ponto: downloading, saving, and then manually importing your bank transactions into PERIFACT Bank Statements takes time every single time. With Ponto, PERIFACT retrieves your bank transactions directly from your bank. You click on the Bank tab and the latest transactions...
Help SERVICES and GOODS
Goods or service: when does it matter? For each invoice line in PERIFACT, you can check the "Is service" box. This lets PERIFACT know whether you are supplying a tangible product or providing a service. That distinction matters for invoices to businesses in other EU countries:...
Help PEPPOL
For the Belgian market. PEPPOL in PERIFACT is intended for entrepreneurs who invoice in Belgium. If you first want to know what PEPPOL is and why it exists, please read the page about PEPPOL. With PEPPOL, you send your invoices directly and encrypted to your customer, via...
Input precision
Input precision in PERIFACT is adjustable between 2 and 4 decimal places, with 4 being the default value. Internally, 4 decimal places are always calculated, and in some places even 19 decimal places for maximum accuracy. Some users prefer...
Outlook setup
2 versions Outlook may have had 2 versions circulating on the same computer for several months. That is already strange, but that is a choice of Microsoft. Excel and Word you don't have 2 versions of those either, you update it and the old one disappears.... There is now an Outlook...
Database-locked notification
Problem PERIFACT gives an error message "Cannot open database (locked)". Possible causes Database file is locked: This can happen due to another installed tool or an external program such as a virus scanner. External virus scanner conflict:...
Help document rule
You create every line on your invoice in the same window: Document line. You open it from the Invoice lines tab with the Add line button, or with the F1 key. The window is small, but it determines almost everything that ends up on the invoice from that line: the...
Help contact locations
In PERIFACT, the administration of multiple addresses is possible. For example, consider a delivery address. When creating an invoice, the desired address can be selected in the invoice screen under the [Address Selection] tab. Go to main menu CONTACT - CHANGE By default, the...
Help discounts
DISCOUNTS In PERIFACT, there are 4 ways to apply discounts: On the total amount Percentage discount at the line item level By entering negative numbers Or by adding a discount line item on #0C71C3 #0C71C71C3 Below, we’ll explain them briefly: Discount on total...
Help WooCommerce
Do you have a WordPress webshop with WooCommerce? Then PERIFACT retrieves the orders, customers, and products directly from that webshop. You can turn an order into an invoice with a single button. The integration is one-way: PERIFACT only reads. There is never...
Help invoice construction
An invoice from PERIFACT consists of about fifteen parts, and they come from different sources: some from your company details, some from the contact, and some from the invoice itself. This page goes through the invoice from top to bottom and explains for each...
Help layout settings
HELP -Settings LAYOUTS Within PERIFACT you can customize the house style of your invoice. Via main menu SETTINGS - LAYOUTS. One of the steps is the screen below: We are going to highlight a few points: USE ANOTHER LETTER TYPE: By itself, this is obvious. Let...
Help MOLLIE
General information and installation instructions Want to get your invoices paid easily and quickly? Then use payment links! When you send an invoice in PERIFACT via email, a payment link comes along with the invoice. If your customer clicks on the link...
How does PERIFACT-XL work in a network
Take your time reading this page. Below is the exact difference between PERIFACT SA and PERIFACT XL, and how to get XL working on multiple computers. Take a moment to read through it, so everything is set up correctly the first time. 1. SA or XL: what do you need?...
Help import
Importing data into PERIFACT With the import function, you can add an existing list of contacts or products into PERIFACT all at once. You can find it in the main menu under Tools - Import and export. What kind of file can be used? Excel (.xlsx or .xls) - this is the recommended route....
Help expenses
Cost center: A cost center is used in accounting to group or refine a particular cost type. These are categories created by you. A cost center is not mandatory. But it makes it easy for you to later identify the various expenses...
Help own layouts
PERIFACT has a built-in report designer that allows you to completely customize the layout of your invoices, quotes, delivery notes, and warehouse receipts. It is the most powerful part of the program, and therefore also the part that requires the most calm...
Help network authorization
You can work with PERIFACT in a so-called multi-user environment. This means that several people can work on the same data at the same time. Your license code for working with multiple people simultaneously on the data (read: database) must be...
PERIFACT network scan
Search server on the network If you want to work on the same data with several PERIFACT users, this is of course possible. There is always 1 computer 'in charge' of the data, so this main computer must also be on if you are working on computer 2, computer...
Making an invoice
CREATING AN INVOICE - HOW DO WE GET STARTED? You can start creating an invoice in 3 ways: From the CUSTOMER input screen From the main menu FACTORS You double click on a name in the main screen MANUAL or SELECT FROM LIST Below you see a screen with the demo...
Welcome
Here are some helpful tips, which make using PERIFACT even easier How do I start? To create an invoice in PERIFACT, it's important to keep in mind that the customer is the basis. So if you want to write an invoice for someone who has not yet...