Help

The everyday things in the Fatoora app, step by step. The app can also walk you through them itself: tap More, then Help. Anything else: Support.

Home — your month at a glance

1. Tap Home at the bottom of the screen.
2. Choose Month or Year. The arrows move back and forward; tap the month's name to pick another.
3. The large card shows how much you invoiced in that period, and in how many invoices. Credit invoices are taken off; receipts and cancelled documents are not counted (a receipt pays an invoice already in the total). For an exempt dealer (עוסק פטור), who issues receipts only, the card counts Receipts instead, and each one is part of Collected.
4. Collected is the part of that period's invoices that has been paid; Outstanding is the part still owed. The bar shows the split.
5. Unpaid counts every tax invoice still waiting for a receipt, from any month. Tap it to see them.

Create a document

1. Tap New document, on Home or Documents.
2. Choose the Document type:
   • Tax invoice — you bill now and the customer pays later. It stays Unpaid until you issue a receipt for it.
   • Receipt — you have been paid for a tax invoice you issued earlier. Instead of a customer and items, you choose the invoice under Which invoice is this paying?
   • Tax invoice / receipt — the customer pays on the spot: one document for both the sale and the payment. The form opens on this one.
3. Choose the Customer: start typing to search by name, company, ID or phone. Someone new? Tap the add-customer button beside the field.
4. Under Items, type the Description, Qty and Unit price; Add item adds a line. If the prices you type already include VAT, turn on Prices include VAT.
5. On a receipt or a tax invoice / receipt, choose under How it was paid: Cash, Credit card, Check or Bank transfer (a check needs its number, bank, branch and date; a transfer its reference). Add a payment splits it; the payments must add up to the total.
6. Check the Total at the bottom and tap Create. Nothing is issued until you do. The document then gets an allocation number from the Tax Authority when it needs one, is signed, and the app offers to send it by WhatsApp or email.

Add customer

1. Tap Customers at the bottom of the screen, then Add customer. (In a new document, the button beside Customer opens the same form.)
2. Name — the name as it should appear on the document.
3. Type — Company or Private. For a company you can also fill in Company name (optional). Foreign is for a customer from abroad.
4. VAT ID (9 digits) — for a company, its company number; for a private person, their ID number. Nine digits either way. For a foreign customer, a passport or foreign registration number goes here instead.
5. Phone — required: it is how the document reaches the customer. Email is optional.
6. Tap Save.

Unpaid invoices

A tax invoice stays Unpaid until you issue a receipt for it — that is the only way to mark it paid.

1. On Home, tap Unpaid — or open Documents and tap the Unpaid filter.
2. Tap Issue receipt on the invoice's row. (It is also on the invoice's own screen.)
3. The receipt opens with that invoice already chosen and its amount filled in.
4. Under How it was paid, choose Cash, Credit card, Check or Bank transfer and fill in its details. The receipt pays the whole invoice; if the customer paid in more than one way, tap Add a payment for each part.
5. Tap Create. The invoice now shows Paid.

Settings — under More

1. Tap More at the bottom of the screen.
2. Business details (under Business): your name, business ID, address and contact details — the ones printed on every invoice and sent to the Tax Authority. Change them and tap Save.
3. Language (under App): English, עברית or العربية.
4. Text size: drag the slider to make text and buttons larger across the whole app. Reset to default puts it back.
5. Appearance: Light, Dark, or Automatic to follow your phone.

Credit invoice

A credit invoice takes back all or part of a sale. It is made from the original tax invoice or tax invoice / receipt, not from New document.

1. Open the original invoice: in Documents, tap it.
2. Tap Credit this document.
3. Every item of the original is ticked. Untick what you are not crediting, or lower a quantity or price — never above the original. Left to credit shows how much is left.
4. If you like, write a Reason for the credit; it is printed on the credit invoice.
5. If the original was paid, say under How was the money returned? how you paid it back: Cash, Credit card, Check or Bank transfer. If it was not paid, no money goes back: what the customer owes drops by the credit.
6. Tap Issue credit invoice, then Issue credit invoice again to confirm. Once issued it cannot be cancelled or changed.

Send to your accountant

1. Tap More, then Send to accountant (under Accountant).
2. Check Accountant's email. The app remembers the address you sent to last time.
3. Choose the dates. They start on this month (in the first five days of a month, on last month); clear them to send All invoices.
4. Tap Send invoices. The invoices go by email as a CSV file that opens in Excel; Sent history lists what was sent.
5. To give your accountant read-only access of their own, tap Accountants, then Invite accountant, and enter their phone number. The invitation waits for them when they sign in to the app with that number.

Connect to Tax Authority

An invoice above the amount set in law needs an allocation number (מספר הקצאה) from the Israel Tax Authority. Connect once, and the app fetches the number for you while you issue. Exempt dealers (עוסק פטור) never need one, and the option is not shown to them.

1. Tap More, then Connect to Tax Authority (under Business). Under it you see Not connected, or Connected and the days left.
2. The Tax Authority's sign-in page opens in your browser. Sign in there and approve the access it asks for.
3. When it is done, the browser hands you back to the app. If it does not, tap Return to the app.
4. In the app, Connect to Tax Authority now shows Connected and the days left.
5. The connection runs out after a time. Before it does, Home shows a warning with Reconnect. Do not connect again while it says Connected: the Tax Authority blocks repeated attempts for a few minutes.
6. If a large invoice needs a number before you have connected, the app stops and offers Connect now. Finish in the browser, then tap Create again — nothing you typed is lost.