FAQ
Answers to the most common questions about PortaFact.
How do I create an invoice?
Go to Invoices → New invoice, pick a client, add line items, then save or send. You can also follow the onboarding guide from the dashboard.
How do I remind a client?
Open the unpaid invoice and use the reminder action (email). Automatic reminders can be enabled in Settings if your organization allows them.
How do I change my plan (Solo → Agency)?
Go to Pricing or Settings → Subscription, choose the Agency plan and complete payment via Paddle or CMI depending on your country.
How do I cancel my subscription?
From Settings → Subscription, open the Paddle/CMI management portal to cancel. You keep access until the end of the paid period.
How does a client pay from the portal?
The client opens the portal link from the email and clicks Pay if online payment is configured for that invoice.
How do I handle multiple currencies?
Each client has a currency. The dashboard shows totals per currency (MAD, USD, etc.) without mixing them. Choose currency when creating the client or document.
How do I invite a team member (Agency plan)?
Settings → Team → Invite member. The collaborator receives an email with an acceptance link. Available on the Agency plan only.
Forgot password or Google sign-in?
On the login page, use Forgot password or Continue with Google. For Google, use the same email as your PortaFact account.
Does PortaFact support Morocco’s mandatory electronic invoicing (DGI clearance / XML)?
Not yet. PortaFact today covers professional PDF invoices for Morocco: ICE, IF, RC, patente, numbering, VAT, and fiscal stamp. The upcoming e-invoicing reform (structured UBL-style file, electronic signature, DGI platform clearance before the client receives the invoice) is not supported yet — the implementing decree and publisher specs are still being finalized. We follow official DGI texts and will adapt the product when the technical framework is published. Meanwhile, fill your identifiers in Settings for clear, complete PDFs.