Products and Services

• Create Products and Services

  Load your account with your products (physical and digital) and services with this easy steps:  Step 1. From the Dashboard, select the Products and Services module Step 2. Use the "+" sign to create a new product. Step 3. Fill in the information for tSome readers

• Product Options

  Add options or variantes to your products, like Size, Color, etc with this easy tutorial: If your business requires that products have different "modifiers" or "options", this setting will allow you to set them up (for example color and size). The process is very easy, and here we show you how to do it: The first step is to enter the product module and select "Product options" in the options on the left: (https://storage.crisp.chat/users/helpdesk/website/1933c02ac6765600/42e260bf-7Few readers

• Create an Inventory

  Keep your products up to date, manage them on separate warehouses and more with this guide: Step 1. From the Fygaro Dashboard select the Products and Services option. Step 2. In the menu on the left (Bottom in mobile), select Inventories. Step 3. Click on the "+" sign to create a new Inventory. (https://storage.crisp.chat/users/helpdesk/website/393542d128f64a00/Few readers

• Link options to a product

  If you sell products with variants or options, this is how you can set them up. You have already created the options or variables of your products or services that you have available, now you must associate them with each item by following these steps: Open the Products and Services module Select the product that you want to modify. In the product screen, look for the "Product Options" section (https://storageFew readers

• Create product categories

  Organize your products and allow your customer to filter them on the website. Step 1. To create a Category for your Products and Services go into the ''Products and Services'' module.  Step 2. Click on the ''Categories" option on the left side navigation Step 3. Click on ''Create'' or on the ''+'' on the top right corner (https://storage.crisFew readers

• Link inventory for online sales

  Link your inventory for online sales, automate existence tracking and block sales for out of stock items. Step 1 To connect your inventory for online sales access the Settings module. Step 2 Select the "eCommerce" option and then click on "eCommerce Inventory". Step 3. On the popup window that opens, click on the inventory name you will like to use. When rFew readers

• Product returns

  Have a customer performing a return? Here is how to put those items back to your inventory. This guide will show you the process to follow if a sale you performed requires to return products to an inventory 1). Open the invoice where the sale was performed 2). Click on the returns button (as shown below) 3). A new window will open where you can select the amount of items toFew readers

Accounting

• Team Payroll

  Register your payroll information and generate reports and payment confirmations easily! Fygaro allows you to include the information of your employees in the corresponding billing profile to be able to make the payroll payment quickly and efficiently. You only need to enter the Accounting module, and select the Employees option. There, press the "+" button in the upper right corner and complete the requested data for each employee. (https://storage.crisp.chat/users/helpdesk/website/3cbFew readers

• Expense categories

  Keep everything in order and easy to find with expense categories. In Fygaro, you can create different categories of expenses according to the needs of your business. To do this, first from the initial panel enter to the Accounting module. Once there, select the "Expense Categories" option. (https://storage.crisp.chat/users/helpdesk/website/4b42187dbe64c400/9a4fddcb-d572-4Few readers

Invoicing Settings

• Create Recurring Invoices

  Automate your invoicing and accounts receivable with Recurring Invoices from Fygaro  Create Recurring Invoices Step 1. From your Fygaro Dashboard, navigate to the Invoice section. Step 2. Select the “Recurring Invoices” tab on the left menu (if on mobile, the menu will appear on the bottom of the screen). (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Create an Invoice

  Issue a 1 time invoice to your customers Step 1. From your Fygaro dashboard select "Invoicing". Step 2. Click on the «+» sign to create a new invoice. Step 3. Choose a client. Choose a currency and billing group (optional). Add productFew readers

• Record payments on an invoice

  Keep track of your payments, balances and more with Fygaro. Go to your initial panel and enter the Invoicing module. Open the invoice you want to add the payment and select the "Add Payment" option. Complete the information ask and select the Add Payment button, then remember to select Save to the invoice.  Note: You can check the box below for “Send payment confirmation wFew readers

• Process a refund (record only)

  If you received a payment and need to process a Refund from Fygaro, you just need to follow these easy steps: Go to the invoice where the original payment was recorded and open it. In the payments section click on the “Add Payment” button. Add the amount of the refund. In “Method” choose the option that applies. (This will not process a refund to gateway payments)Few readers

• Create Customers

  Record your customers or update their contact details with ease. Step 1. From your Fygaro dashboard, select the Clients module. Step 2. Click the «+» sign to create a new client. Step 3. Choose if it is a person or a business. Step 4. Fill iFew readers

• Create new taxes

  Need custom taxes for your country or company charges, follow this steps: From your Dashboard, select the "Products and Services" module.  Choose the option from the menu on your left (lower part of the screen in mobile), select the option "Taxes". Then click on Add ( “+” button) or update any of the taxes contained in that section as required.   If you need to apply to aFew readers

• Create an invoice for a "cash client"

  Need to invoice a customer that does not want to give their details? This guide will help you accomplish it. Form your Dashboard select the Clients module.  Select the ¨+¨ icon located in the top right corner.  Create a customer with the name Cash Client, WalkingFew readers

• Set up notification on invoice expiration

  Send automatic reminders to customers. Step 1: From your Dashboard, go to “settings” Company Company settings Invoicing  Step 2: Under the title “ Invoice configuration”  enter the "expiration  days" for your invoices and/or quotes Step 3: Once you have completed the steps, click on “Save “.Few readers

• Duplicate Invoice

  Need to create similar invoices fast? Check out this feature which will automatically duplicate the invoice for you: Have you ever needed to redo an invoice with the exact same information? Fygaro now allows you to clone your invoices and create new ones with the same information as a starting point. To duplicate an invoice is very easy, just open the invoice you would like to copy, scroll down to the "Actions" section and click on "Duplicate Invoice". (https://storage.crisp.chat/usersFew readers

Electronic Invoicing

• Check if document was accepted by Hacienda

  This guide will let you check the status of documents with Hacienda as well as download them. With your Fygaro account, it is very easy to know if your Electronic Invoicing documents have been received and accepted by Hacienda. In Order to check them, go to "Invoicing"Invoices and select the invoice you would like to  check the status and then, click on the " Electronic documents (XMLs)” button. (https://storage.crisp.chat/users/helpdesk/website/2312d162d37cce00/79ced6e0-31f8-47cf-be6Few readers

• Create Credit and Debit notes

  If using Electronic Invoicing in Costa Rica, this is how to automatically generate Credit and Debit notes: With Fygaro you can generate smart credit and debit notes, following the steps below: STEP 1: In your initial panel, enter the Invoicing module and select the invoice you wish to modify. STEP 2: Decide if you want to completely cancel the business transaction or if yFew readers

• Activity Code

  The process to obtain the activity code for your company, in order to comply with the regulation of Factura Electrónica v4.3 is very easy.  The first thing you have to do is go to «Consultar la Situación Tributaria» in the link below,  https://www.hacienda.go.cr/ATV/frmConsultaSituTributaria.aspx Then select the type of your ID, if it is for a person (física) or for a company (jurídica), as corresponds.  (https://soporte.fyFew readers

• Update Hacienda Credentials

  Are your Electronic Invoices rejected due to expired credentials? Follow this steps to update them: The cryptographic key , its  provided  by Hacienda, and it will be expired in two years. Sometimes for security you will need to repeal it and create a new one. In order to obtain the Cryptographic Key, you have to visit  ATV from Hacienda. Repeal existing Key (certificate ) (if its  your first time getting the credentials please scroll down and  go to: Generate new Key/certificaFew readers

• Change Invoice Consecutive

  Consecutive allow you to keep invoicing in order and make them unique. If changing from another system, this is how to update Fygaro to continue with the next consecutive: If you were using another Electronic Invoicing system, you can update your consecutive and continue with Fygaro easily by following these instructions: From the Dashboard, enter  «Settings»  and then select «Billing». (If you had already logged in, you can click here.)Few readers

• Create Coupons

  Boost your online sales with discount coupons! Activate your leads and close more sales with Fygaro Coupon Codes. Available on all plans with online payments active. How to create a coupon code? Enter the products module and select the option "Coupons" on the navigation bar Click on the "+" icon on the top right of your screen Fill in the form with all the reFew readers

• Automatic receipt of electronic invoices

  Automate your Electronic Invoice reception for Costa Rica  With Fygaro you can receive your invoices automatically by following these simple steps: STEP 1: Send invoices to receive by email: recepcion@fe.fygaro.com STEP 2: Go to BillingInbox. In the inbox you will have all the invoices that you send to the email recepcion@fe.fygaro.com and they will look as follows, STEP 3: Open the document and select the actionFew readers

• Quotes

  Create Quotes with Fygaro Step 1  From the Dashboard go to "Invoicing " and click on it. Then in the left side menu (bottom on mobiles) select "Quotes". Step  2. Click on the symbol  “+” to create a new quote  (https://storage.crisp.chat/users/helpdesk/Few readers

• How to create a supplier?

  Keep track of your suppliers with Fygaro and link them to products and reports. Step 1. From the Fygaro control panel, select the product option. Step 2. In the menu located on the left side (Lower in mobile), select «Suppliers». Step 3. Click on the "+" sign to create a new provider. (https://storage.crisp.chat/users/helpdesk/website/7427b276c767280/4f409224-1ac0-4fb3Few readers

• How to return products in an invoice?

  If you made an invoice and placed more products than required, or a customer wishes to make a return, you should not worry! Fygaro will help you record the change and update your inventory easily. To help a customer with a return, and record it just follow these steps: 1.Go to your Dashboard and click on Invoicing. Select the invoice you wish to modify. Go to the product you want to return and in the field of "Quantity" subtract the number of products you need to return or removFew readers