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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...
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...
READ ATTENTION AND PEACEFULLY Manual: PERIFACT-XL in a network environment 1. Introduction Do you use PERIFACT only on one computer? Then the SA (Stand Alone) version is ideal. Do you work with multiple users on the same invoices? Then the XL version is the right choice. 2....
There are 2 types of files that can be read in through the IMPORT function, namely EXCEL or CSV files. The recommendation is for EXCEL files because here a better control is possible of what and how everything is brought in. Click on the button for more...
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...
PERIFACT has the convenient ability to customize layouts yourself. It is a powerful tool with many possibilities. Advice: READ THIS ARTICLE RIGHTLY AND ATTENTION. And make adjustments in small steps. And see if the result is satisfactory The start The...
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...
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...
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...
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...
