Why Settings matter on day one

Every PDF and portal view uses your organization profile. If you skip Settings, invoices look incomplete and Morocco legal lines stay off the PDF. Complete the setup checklist on the dashboard once — then create documents with confidence.

Morocco (ICE, IF, RC, Patente)

Country = Morocco unlocks DGI fields in Settings. Fill ICE, Identifiant fiscal, Registre de commerce, Patente and address. Empty values are intentionally omitted from the PDF (not shown as blank dashes). PortaFact warns you on the document page when these are still empty.

Logo & PDF theme

Upload a logo and pick Classic / Modern / Minimal plus a primary color. This is how clients recognize your brand on every PDF.

Payment settings

Configure Paddle for client invoice checkout. Optionally enable reminders. Agency plan: invite teammates under Team.