Before you bill

Open Settings once: confirm country and currency, add your address, upload a logo if you have one. If you are in Morocco, add ICE / IF / RC so they appear on the PDF (empty fields are omitted — better fill them first).

Add a client

Clients → New client. Name, email and currency are enough. Add country, billing address, VAT / Tax ID, and WhatsApp phone when you have them. A portal link is created automatically.

Create the invoice

Invoices → New invoice. Pick the client, set issue/due dates, add at least one line. Optional: request a 30% or 50% deposit — the balance stays due after you record that payment.

Send and confirm

Open the invoice → Send. PortaFact emails the portal link. WhatsApp opens wa.me for you — it does not message the client by itself. After send, the dashboard Payment Center and the invoice timeline start the follow-up trail.