Product documentation
From first client to paid invoice: the full process, company settings, portal, payments and mobile — written for freelancers and agencies.
Understand the product and ship your first invoice in minutes.
Create, send, remind, accept and get paid.
Propose work, set validity dates, send, then convert to an invoice when accepted.
Read guide →Statuses, branded PDFs, automatic reminders and marking paid.
Read guide →A secure link where each client sees their quotes and invoices — no PortaFact account needed.
Read guide →Let clients pay invoices by card from the portal.
Read guide →Company profile, branding, Morocco legal fields and Solo vs Agency.
The #1 missed step: company identity, Morocco ICE fields, logo and theme — do this before your first client document.
Read guide →Choose the plan that matches how you work — upgrade when you need a team or projects.
Read guide →Quick ICE/IF/RC checklist + link to the full 2026 blog guide.
Read guide →Work on the go and reach clients where they already are.