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You've just subscribed to Fidly and you're ready to start? Great choice! This guide is designed to help you get to grips with the software's essential features as quickly as possible. Follow these simple steps and send your first e-invoice in no time.
Step 1: Set up your company basics
Before sending your first invoice, a few initial settings are needed. Go to Settings and work through these points.
- Add your company logo: First impressions count. Upload your company logo in the "My company" module so it appears on all your invoices. Use a good-quality file, ideally PNG or SVG.
- Save your bank details: Time to connect your bank accounts. Go to the "Bank accounts" section to add your account details. Remember that a bank account is required to register on the Peppol network.
- Enable receiving e-invoices: Fidly lets you not only send but also receive e-invoices over the Peppol network. To do so, register on the Peppol network in the settings. It's an essential step, and practically instant if your company record has a valid CBE number, an email address and a bank account.
- Save the monitored email address: With this feature, Fidly automatically picks up your suppliers' invoices when you simply forward them to this email address. The address is unique and secure for your account.
Step 2: Build your product catalogue
To save time, don't type your products and services by hand on every invoice. Fill in your catalogue once and for all!
- Create your items: In the menu, click Directory and add your products and services. You can even add several lines at once, which is ideal for large inventories. You can then easily expand and edit this list.
- Use quick search: When creating an invoice, use the built-in search to find a product or service in your directory quickly by starting to type its name or code.
Step 3: Create and send your first invoice
Now that everything is set up, it's the moment of truth!
- Fill in the essentials: Enter the basic information (customer, invoice number, date) and add items from your directory using quick search. Don't forget the payment terms and other important fields.
- Choose an email template: When sending, you can use a saved email template to keep communication with your customers smooth.
Step 4: Enable recurring invoicing
For subscriptions and recurring services, Fidly makes management easy.
- Create a subscription: Go to the Subscriptions section to set the billing frequency and details. A visual overview shows you the upcoming invoices.
- Manage your subscriptions: You can view the list of your subscriptions and open each one to edit its details, deactivate it or delete it.
Step 5: Record your incoming invoices
Invoices sent via Peppol are received by Fidly straight away and shown in the list of incoming documents. You will, however, still receive PDF invoices from foreign suppliers, as well as special documents such as restaurant receipts.
- Drag and drop your PDF invoices: The boxes at the bottom left of the screen let you upload PDFs directly; the AI reads them and extracts all the useful information.
- Scan receipts: With the Fidly mobile app, just take a photo of a receipt: it's cropped immediately, sent and recognised in Fidly.
With Fidly, your e-invoicing is simple and efficient. Feel free to explore other features such as credit notes or the accountant connection to optimise your management even further.
