Help settings calendar
PERIFACT has 2 calendars/calendars built in by default, one is called "Appointments" and the other is called "Due dates". You can use both calendars to include your own (private) appointments. However, PERIFACT will use the calendar with "Expiring dates" to automatically add notes to...
Help Settings BASIC
PERIFACT main menu SETTINGS - BASIC, [Extras] tab Convert to including or excluding VAT When creating a contact, you determine PARTICULAR or BUSINESS use, i.e. the total of an invoice line will then be shown including or excluding VAT, respectively. When...
Help settings PDF
PERIFACT main menu SETTINGS - EXTRA'S, [PDF] tab Select PDF PRINTER There are 2 PDF output options, via: The PERIFACT internal PDF printer ( by default ) A Windows PDF printer The Windows "Microsoft Print to PDF" printer may, in rare cases, have something...
Help settings products
PERIFACT main menu SETTINGS - EXTRA'S, [Products] tab You can choose to run product stock count to 0. Or if desired also below 0 ( so a negative stock ) Background: with every invoice that is created, the stock...
Help settings email
SETTINGS EMAIL PERIFACT main menu SETTINGS - EXTRA'S, [Email] General Sender email tab: This is the email address of which users can see where it came from. Do you use Outlook? If so, Outlook may have its own sender data...
Help settings contacts
PERIFACT main menu SETTINGS - EXTRA'S, [Contacts] tab Contact number from Every new contact gets its own number in PERIFACT. This number can also appear on your document. Do you not want to start at 1? Then enter the desired starting value here. CAUTION....
Help settings presentation
PERIFACT main menu SETTINGS - EXTRA'S, [Presentation] tab This screen shows the basic settings for creating new invoices. Using the [All Documents] button, you can assign ALL invoices and ALL customers in PERIFACT these settings....
Help settings numbering
PERIFACT main menu SETTINGS - EXTRA'S, tab [Numbering] Invoice / quotation number from For the tax authorities, the only important thing is that the numbers are consecutive. If you still want to create the impression for your clients that invoices have already been written, enter here...
Help VAT
PERIFACT main menu SETTINGS - EXTRA'S, [VAT] tab In this page you will find information about Set Unit Prices Exclusive or Inclusive Set VAT Reverse VAT Exemption Set Unit Prices EXCLUSIVE OR INCLUSIVE You can set in PERIFACT very...
Set Password
PERIFACT main menu SETTINGS - EXTRA'S, [Password] tab PERIFACT can, of course, also be protected with a password. As the text on the screen indicates; keep this password safe! After all, PERIFACT has no Internet connection to a central...
