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 see pages that are also directly callable from within the program.
Help PEPPOL
PEPPOL activeren in PERIFACT Met PEPPOL kun je facturen rechtstreeks en veilig naar je klanten versturen via een internationaal erkend netwerk. Het voordeel hiervan is dat je facturen niet meer via e-mail hoeven te worden verzonden, maar direct en betrouwbaar in het...
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...
Help rounding
FINISHING IN PERIFACT In PERIFACT, the so-called banker's method can be applied. What is that actually? Here numbers are rounded to the 3rd decimal place. In other words, half cents. Example Suppose; A product costs 3828.50 euro excl. 21% VAT.Including...
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. Think for example of a delivery address. Go to main menu CONTACT - CHANGE By default, the screen will look like the one below. But more is possible. In the screen below, you will see a tab at the top...
Help discounts
KORTINGEN In PERIFACT zijn er 4 manieren om kortingen te geven: Op het totaalbedrag Percentage korting op regel niveau Door getallen negatief in te vullen Of een kortingsregel toe te voegen [dsm_icon_divider use_icon="on" font_icon="%%220%%" icon_color="#0C71C3"...
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 SET UP Below is the invoice layout. Hover over the question mark and you will receive all the information.[dsm_image_hotspots src="https://www.factuur-software.nl/wp-content/uploads/2021/02/Factuur-opbouw-V9.48.png" alt="Invoice layout "
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
READ CAREFULLY AND RIGHTLY 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. Are you working with multiple users on the same invoices? Then the XL version is the right choice. 2....
Help import
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...
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 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...
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...