help

Learn about help on our blog

PROJECTS HELP

Project Budget Rule When you are in the main menu PROJECTS, you will see the project budget lines at the bottom. With a project budget, you set an expected amount or number per project. During the project, you can see at a glance how much you have already spent and how much...

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Help PONTO

  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...

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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 process VAT correctly, especially for international invoices within the EU. Good to know: If you invoice...

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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...

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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...

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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...

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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:...

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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...

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Sale logo

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...

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WooCommerce logo

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...

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Invoice construction

Help invoice construction

INVOICE LAYOUT STRUCTURE Below is the invoice layout. Hover your mouse over the question mark and you will receive all information. https://www.factuur-software.nl/wp-content/uploads/2021/02/Factuur-opbouw-V9.48.png

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man smiling behind desk with sticker on forehead. PERIFACT billing program