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. Phone enables WhatsApp. A portal link is created automatically for that client.

Create the invoice

Invoices → New invoice. Pick the client, set issue/due dates, add at least one line (description, qty, unit price, tax %). Save.

Send and confirm

Open the invoice → Send. PortaFact emails the client with the portal link. You should see a success message: ask them to check inbox and spam. Optionally share via WhatsApp from the same page.