Tutorials
Step-by-step guides for working with Fakturuj.si — from your first invoice to advanced features.
Getting started
How to import data from another billing system
Transfer invoices, credit notes, clients and expenses from your current system in minutes. A three-step wizard - select the source, upload files, check the preview and confirm. Duplicates are automatically skipped.
How to issue your first invoice in Fakturuj.si
We will guide you step by step through the issuance of the first invoice - from opening the form to the finished PDF document for the client.
Documents
Price list of services vs. Warehouse - when to use what
Pricing is for recurring services (consultations, hourly rates), Warehouse is for products (units, inventory tracking). Here you will learn the difference and how to prepare both.
How to export invoices for an accountant
At the end of the month do you need to send all invoices to your accountant? You can download them as PDF, XLSX or ISDOC in a few seconds via Overview and Export.
How to issue a quotation
Send the client a quotation before the work is done. Once the client agrees to it, convert it to an invoice with one click.
How to issue a credit note (cancellation invoice)
Do you need to correct or cancel an invoice that has already been issued? Issue a credit note - the amounts go with a negative sign and the invoice stays in the books.
How to issue an advance invoice
Do you need the client to pay part of the amount upfront? Issue an advance invoice - common in construction, services and e-commerce.
How to send an invoice by email to a client
Send the invoice to the client directly from Invoice.si - no need to download the PDF and manually send from your own email.
How to issue an invoice in a foreign currency
Do you invoice abroad in USD, CZK or GBP? Just change the "Currency" field on the new invoice.
How to issue a recurring (regular) invoice
Do you invoice monthly for the same service? Set up a regular template and Invoice.si will automatically invoice you every month (or at a different interval).
Payments
How to automatically match payments with invoices
Set up automatic matching via bank email or statement upload. Invoice.si automatically matches payments to invoices by variable symbol.
How to mark an invoice as paid
The invoice has arrived in your account but you are not automatically receiving it? You can change the status to "paid" in 2 clicks.
Settings
How to set the appearance of the invoice (logo, colours, template, QR code)
Professional invoice with your logo, colours and QR code. In Settings → Invoicing, you can set everything up in one place - for each entity separately.
How to set up invoice numbering
The numbering must by law be sequential and uninterrupted. Invoice.si does this automatically - you can customize the format and indexes.
We're gradually adding guides for all key features. Have a suggestion for a specific guide? Let us know.