1. Fill up your Profile Settings
2. Modify the Invoice Text if needed
The platforms that we currently support are LexOffice and SevDesk.
To create the invoices, we will set the type, the language preset for the invoice, the type of reference, and additional settings.
How do I not miss any sale that can be pending?
To not miss any sales that can be pending, these can be generated in the next quarter following the next settings.
For example, using a timeframe of two quarters and importing a past CSV with the sales that we generated for the first quarter will only make appear the sales that do not appear on the CSV of the first quarter, so in this way, you do not miss any sales.