Statuses

Draft → Sent → Paid (or Overdue / Cancelled). Send moves Draft to Sent and emails the client.

PDF branding

PDF uses your organization name, address, logo, template (Classic / Modern / Minimal) and primary color from Settings. Morocco legal identifiers only appear when filled.

Automatic reminders

When reminders are enabled in Settings, PortaFact emails the same invoice on a fixed cadence: the day before, due day, then 3, 7, 14 and 30 days overdue. WhatsApp is a link you send — not an automatic message to the client.

Mark as paid

If the client paid outside the portal (bank transfer, cash), open the invoice and Mark as paid. Online Paddle payments can update status automatically when configured.