Step by step guides to fakturum. If you can’t find the answer here, write to us.
Getting started
Your first invoice, plans, several companies and using the app in English.
Switching from another system
Customers, invoices and price lists from iDoklad, Fakturoid, Pohoda or Excel.
Payments and bank
Payment matching and bank statements.
Invoices and documents
Sending, reminders, proforma invoices, credit notes and invoicing abroad.
Accounting and VAT
Export for your accountant, POHODA and VAT reports.
We don’t have a guide for that yet. Write to us and we will help.
Frequently asked questions
Yes. Each user chooses the app language in their settings (click your name in the top bar, “Jazyk aplikace / App language”). If you sign up from the English website, the app is in English straight away. Official Czech terms keep their Czech name in brackets, so you can match them with what your accountant says. Using fakturum in English
Yes. By default, customers outside the Czech Republic and Slovakia get English invoices, or you set one language for all documents. Invoices can be in CZK, EUR, USD or GBP, with the exchange rate from the Czech National Bank. Invoicing foreign customers
No, you can leave the field empty when signing up. If you have an IČO, the app loads your company details from the register. What a Czech invoice should contain is in What a Czech invoice must contain.
Not from a scanned receipt or a plain PDF yet; such a document is just attached to the expense. If your supplier sends an invoice in ISDOC (also as a PDF with ISDOC inside), it is loaded automatically, including the VAT breakdown by rate.
Not yet. Payments are matched from your bank’s email notifications. Setting it up takes a few minutes and works with eight Czech banks. You can also upload a statement in GPC/ABO or CSV format. How to set up matching
Not automatically yet. Reminders for unpaid invoices, yes: the day after the due date and then every 5 days. More about reminders
Yes, add them in the Account menu, My companies, and switch between them. A paid plan is paid per company, or the Business plan covers all your companies. Several companies
Customers from a CSV file, invoices ideally in ISDOC (POHODA XML or CSV also work) and the price list from CSV. It is all in the app in the Account menu, Import from another system. How to switch
The invoice language follows the customer’s country: Czech for the Czech Republic and Slovakia, English for everyone else. You can set it for all documents in Account, Basic company settings, Document language. It is separate from the language you see the app in.
Only if you accept payments in person from your customers. An invoice paid by bank transfer isn’t registered. fakturum has registration ready. All about EET 2027
Switching from another system?
How to switch
You can move customers, invoices and your price list yourself, from a file. In the app it is under Account, Import from another system.