How to configure Zinvoice? If you want to keep more efficient control of your invoices, Zfactura is an excellent option. With this tool you can easily manage your commercial documents electronically. The initial configuration is key to making the most of its features, but don't worry, in this article we will explain Step by Step how to do it. From creating your profile to customizing templates, you will learn everything you need to start using Zfactura without complications. Keep reading and find out how to do it.

Step by step -- How to configure Zfactura?

• How to configure Zinvoice?

  Below are the steps to configure Zfactura:

• Step 1: Go to the Zfactura page and download the software to your computer.
• Step 2: Once downloaded, open the installation file and follow the instructions to install the program correctly.
• Step 3: After installation, run Zfactura and it will appear the home screen.
• Step 4:On the screen At startup, click the “Settings” button to access the configuration options.
• Step 5: Within the configuration section, you will find different sections such as "Company", "Billing", "Taxes" and more.
• Step 6: Click on each of these sections to customize the settings according to your needs.
• Step 7: In the “Company” section, enter your company information such as name, address, phone number and logo.
• Step 8: In the "Billing" section, you can configure the elements related to the issuance of invoices such as serial numbers, document format and available payment types.
• Step 9: In the "Taxes" section, you can define the taxes applicable to your sales and configure the corresponding rates.
• Step 10: Continue exploring the different configuration sections and adjust the necessary parameters to adapt Zfactura to your business.
• Step 11: Once you complete all the desired settings, save the changes and close the settings window.

FAQ

How to configure Zinvoice?

1. How to download and install Zfactura on my computer?

1. Visit site Zfactura official.
2. Find the Zfactura download option.
3. Click on the download option to start downloading the installation file.
4. Once downloaded, run the setup file to start the installation process.
5. Follow the instructions on the screen to complete the installation.

2. How to create an account in Zfactura?

1. Open the Zfactura application on your computer.
2. In the starting screen, click “Create new account”.
3. Fill in the required fields with your personal data.
4. Create a Username and a password.
5. Click “Create Account” to finish the process.

3. How do I enter my Zfactura account?

1. Open the Zfactura application on your computer.
2. On the home screen, enter your username and password in the appropriate fields.
3. Click "Login" to access your account.

4. How to configure my company data in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Settings” option in the main menu.
3. Select the “Company Data” option.
4. Fill in the fields with your company information, such as name, address and telephone number.
5. Save the changes made.

5. How to add products or services in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Settings” option in the main menu.
3. Select the "Products/Services" option.
4. Click “Add New” to add a new product or service.
5. Fill in the fields with product or service information, such as name, description and price.
6. Save the changes made.

6. How to customize the format of my invoices in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Settings” option in the main menu.
3. Select the “Invoice format” option.
4. Choose from predefined formatting options or customize the formatting to your liking.
5. Save the changes made.

7. How to add taxes to my invoices in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Settings” option in the main menu.
3. Select the “Taxes” option.
4. Click “Add new” to create a new tax.
5. Fill in the fields with tax information, such as name and percentage.
6. Save the changes made.

8. How to send an invoice by email in Zfactura?

1. Log in to your Zfactura account.
2. Go to the “Invoices” section.
3. Select the invoice you want to send by email.
4. Click on the “Send by email” option.
5. Fill in the fields with the recipient's email address and an optional message.
6. Click “Send” to send the invoice.

9. How to generate sales reports in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Reports” option in the main menu.
3. Select the “Sales Report” option.
4. Select the date range for the sales report.
5. Click on “Generate report” to get the sales report.

10. How to back up my data in Zfactura?

1. Log in to your Zfactura account.
2. Click on the “Settings” option in the main menu.
3. Select the “Backup” option.
4. Click “Back Up” to create a backup. Backupof your data.
5. Save the backup in a safe place, such as a HDD external or in the cloud.

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