Ponto – Automatically import bank transactions What is Ponto? Ponto is a service that allows PERIFACT to automatically retrieve your bank transactions, directly from your bank. You no longer need to manually download or import bank statements: as soon as you click on the...
help
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Help SERVICES and GOODS
✔ Is it a delivery or a service? When creating an invoice line in PERIFACT, you can check the “Is service” box. This helps PERIFACT to process VAT correctly, especially for international invoices within the EU. But when do you select what?....
Help PEPPOL
Activate PEPPOL in PERIFACT FOR THE BELGIAN MARKET: With PEPPOL, you can send invoices directly and securely to your customers through an internationally recognized network. The advantage of this is that your invoices no longer need to be sent via email, but...
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
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 give discounts: On the total amount Percentage discount at line level By entering numbers negative Or adding a discount line Below we will briefly explain them: Discount on total amount At the...
Help WooCommerce
General details and installation instructions Want to easily and quickly link to your WordPress-WooCommerce website. Then you've come to the right place with PERIFACT! These are the features All WooCommerce contacts are now added to PERIFACT All...
Help invoice construction
INVOICE LAYOUT UPDATED Below is the invoice layout. Hover over the question mark and you will receive all the information. CONTACT "For the attention of" field. See main menu CONTACTS - CHANGE, [Invoice Fields] tab CONTACT "Detail" field. See main menu...
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...





