Contasimple

Settings screen. Linking you Contasimple account (step 1).

Settings screen. Entering your APIKEY (step 2).

Settings screen. Picking your company (step 3).

Settings screen. Picking your payment methods (step 4).

Settings screen. Linked account info summary and unlinking options (if reconfiguration is needed).

Settings screen. Numbering series format masks for regular invoices, negative invoices (refunds) and simplified invoices (tickets).

Settings screen. Error log file downloading for customized troubleshooting with Contasimple technical team.

Invoices screen. Empty screen showing there are no new completed orders since activation. Previous orders can be imported by clicking the <code>Create from previous orders</code>.

Import screen. Selecting the desired fiscal period.

Import screen. Selecting all filtered orders at once via the global checkbox control. Select <code>Create</code> from the dropdown list and hit <code>Apply</code> to start.

Import screen. Success message after orders are imported. You can go back to <code>Invoices</code> to see the pending sync queue.

Invoices screen. Pending invoices. Will be automatically synced once a new order completes, or you can manually <code>Sync pending now</code> to trigger the process immediately.

Invoices screen. All invoices are synced successfully. You can perform actions on the right (open in Contasimple Web, Download PDF and send email with PDF to customer).

Invoices screen. Sending an invoice PDF to a customer manually.