Features

Although it is near-impossible to list all features of our system, we have included an overview of the main areas here. If you feel that something is missing, please let us know. Most likely, it is already in the system, although not listed! Please do not hesitate to contact us with any queries you may have. We would like to hear from you. If you are interested to learn more about how the Facturamoz solution can assist your company, we are happy to schedule a personal phone call.

Client Management

Capturing of formal client company name, address and NUIT for auto-filling client documents
Optional ‘short’ names for internal use
Easy one-click emailing of documents to client
Option to link default products per client for repeat orders

Pro Formas

All pro formas auto-generated in Portuguese and with formal company name, address, logo and banking details
Easy generation of Pro Forma invoice
Easy option to load pre-saved favourite items for each client
Easy one-click emailing of pro forma to client
Easy overview of amounts outstanding from pro formas

Formal Invoices

Approved by Financas as formal tax invoices
All invoices auto-generated in Portuguese and with formal company name, address, logo and banking details
Easy one-click invoice generation from pro forma
Auto-numbering and auto-dating of invoices
Easy one-click emailing of invoice to client
Easy overview of amounts outstanding on formal invoices
Automatic invoice totals per IVA rate
Built-in configurations for ISPC or IVA exempt organisations

Credit Notes

Full support for credit notes, as pro forma or formal tax document
Easy linking of credit notes against outstanding invoice amounts

Receipts

All receipts auto-generated in Portuguese
Auto-numbering and auto-dating of receipts
Easy one-click referenced receipt generation from invoice
Easy one-click emailing of receipt to client
Easy overview of amounts pre-paid
Easy admin of invoice short-payments or overpayments
Automatically generated receipt-invoice reference, with option to write manually
Automatically generated amount-in-words on all receipts
Easy labelling of incoming payments per banking account, cash, etc.

Insight

Easy tax overviews per month, quarter and year
Auto-calculated amounts for tax returns IVA / ISPC
Easy insight in account balances, in total, per client, or other breakdowns
Export option to Excel

Products/Services and Price Management

Unlimited number of sales items
Per-item IVA percentage option
Easy updates of pricing per sales item