Here are some helpful tips that make using PERIFACT even easier
How do I begin?
To create an invoice in PERIFACT, it is important to keep in mind that the customer is the base. So if you want to write an invoice for someone not yet listed in PERIFACT, first go to the main menu CONTACTS and choose NEW.
Enter all desired CONTACT data and you can now start from 2 ways to create an invoice. Either you choose [Create Invoice] or [Create Quote] from this screen at the bottom left, or you close this screen and choose FACTORS - NEW from the main menu.
Tips
- Click a column name in a grid to adjust the sorting
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Click on the symbol to start an extended text editor, you will often find this symbol near text fields.