Invoice Overview
The main application screen displays summary information about incoming, outgoing, and overdue invoices. It includes interactive charts of income and expenses for the selected period.
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Help Center
FaktApp User Guide
Getting Started
Company Profile
Management of your company's basic information, tax details, and address. This data is used as the supplier on outgoing invoices and as the buyer on incoming invoices.
2 steps
Contacts
Registry of companies and persons — suppliers and customers. Supports ARES lookup by Company ID or company name for automatic address and VAT ID fill-in.
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ARES Business Registry Lookup
Automatic population of company data from the Administrative Register of Economic Subjects (ARES). Search for companies by name or identification number and let the system automatically fill in all details.
2 steps
Products and Services
A catalog of products and services that can be used as line items when creating invoices. For each product, the name, description, quantity, and unit price are recorded.
1 step
Settings and Features
Application configuration including enabling and disabling features, setting up accounting system integrations, configuring email notifications, and managing company details.
2 steps
Incoming Invoices
Incoming Invoices
Management of invoices received from suppliers. Supports import from email, manual file upload (PDF, ISDOC, ZIP), and AI data extraction. Invoices flow through a workflow from draft through approval to payment.
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AI Invoice Extraction
Automatic recognition and extraction of data from PDF invoices using Google Gemini artificial intelligence. The system recognizes invoice number, supplier, buyer, amounts, dates, and bank details.
2 steps
Email Invoice Import
Automatic invoice collection from an email inbox. The application connects to your email inbox via IMAP protocol and automatically downloads and processes attachments containing invoices.
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Outgoing Invoices
Outgoing Invoices
Creation, sending, and export of outgoing invoices. Supports PDF, ISDOC, and ZUGFeRD generation, emailing to the customer, and integration with accounting systems (Pohoda, iDoklad, Premier).
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Proforma (Advance) Invoices
Issuing and managing proforma (advance) invoices. Proforma invoices are used to request advance payment before delivering goods or services. The application supports both incoming and outgoing proforma invoices.
2 steps
Invoice Line Items
Management of invoice line items including automatic total recalculation. Each item contains a description, quantity, unit price, discount, and tax information.
2 steps
Invoice Dispatch
Sending invoices to buyers by email or to external systems. The system supports direct PDF sending by email, forwarding to accounting systems, and dispatch via API.
2 steps
Multilingual Invoices
Generating invoices in different languages. The application automatically detects the buyer's country and generates the PDF in the correct format and language. Currently supports Czech and German versions.
1 step
Document Management
Search and Filtering
Advanced filtering and searching in lists of invoices, contacts, and other documents. Filters by period, status, currency, supplier/buyer, and other criteria.
2 steps
Attachments and Documents
Adding files and documents to invoices, contacts, and orders. Each invoice can have an attached PDF document, ISDOC XML, and Pohoda XML file.
2 steps
Purchase Orders
Creation, dispatch, and management of purchase orders. An outgoing invoice can be generated from a purchase order with the supplier and line items transferred automatically — saves time at month-end.
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Notifications
Email notifications for important events: newly loaded invoices, invoice payments, processing failures, and bank consent renewal requirements.
4 steps
Overdue Invoices
Overview and management of invoices past their due date. The system automatically marks invoices as 'Overdue' and displays them in a special overview.
2 steps
Audit Logs and Communications
Tracking change history, sent and received emails, and API communications. Each action is recorded with a timestamp and the user who performed it.
2 steps
Banking & Payments
Bank Connection
Connecting bank accounts for automatic transaction retrieval and payment matching with invoices. The connection is made securely via GoCardless service with authorization directly on your bank's website.
4 steps
Banks Management
Bank directory management and synchronization. Banks can be synchronized from the Czech National Bank (CNB) or from GoCardless service. A bank can be added manually using BIC code and country, or via GoCardless ID.
2 steps
Transactions
Overview of bank transactions downloaded from connected bank accounts. Transactions are automatically matched with invoices and contain detailed payment information.
2 steps
Payment Matching
Automatic and manual matching of bank transactions with invoices based on variable symbol, amount, and other identifiers. Upon successful matching, the invoice is automatically marked as paid.
2 steps
Payments
Payment management and payment orders. Track payments, monitor their statuses, and link them to invoices and bank transactions.
2 steps
Currency Exchange Rates
Management of currency exchange rates for invoicing in foreign currencies. Rates are updated automatically. The application supports conversion between local and foreign currency on invoices.
2 steps
Automation
Export & Integrations
Export to Accounting
Export invoices to external accounting systems. Supported formats: Pohoda XML, ISDOC, ZUGFeRD. Direct integration with accounting systems UOL (Účetnictví Online), iDoklad, and Premier.
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Pohoda Integration
Generating import files for the Stormware Pohoda accounting system in XML format. Supports individual invoice export and bulk download as a ZIP archive. XML files are in the dataPack format compatible with Pohoda.
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UOL (Účetnictví Online) Integration
Direct integration with the UOL (Účetnictví Online) accounting system. Automatic invoice dispatch to accounting including contact creation, PDF document upload, and VAT rate mapping. Supports both incoming and outgoing invoices.
4 steps
iDoklad Integration
Integration with the iDoklad accounting system (idoklad.cz). Automatic invoice synchronization including contact creation, VAT rate, currency, and country mapping. Supports OAuth2 authentication and PDF attachment upload.
3 steps
Premier Integration
Direct integration with the Premier accounting system. Automatic creation of invoices and business partners in Premier including mapping of ledger accounts, departments, and contracts. Supports reverse synchronization of internal accounting numbers.
4 steps
Developer API
Creating Invoices via API
Programmatic creation of incoming and outgoing invoices via REST API. Allows external systems (e-shops, CRM, ERP) to automatically create invoices in FaktApp without manual entry.
5 steps
Reading Invoices via API
Loading invoice lists and their data in machine-readable format via REST API. Supports pagination and filtering. Responses contain complete invoice data including line items, contacts, and bank details.
3 steps
Dispatching Data to External APIs
Automatic and manual dispatching of invoice and transaction data to your own API endpoints. Configurable via rules — reacts to invoice status changes. Allows connection to any external system (ERP, CRM, data warehouse).
4 steps
API Response Formats
Overview of API response formats and data structures. All endpoints return standardized JSON with a success indicator and message. List endpoints support pagination.
2 steps