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Start and account

• Subscriptions …, view the price and included features, and choose the option suitable for your company. View subscription prices Important! Before confirming, check the plan, billing period and total shown on the Purchases page. Change your choice before paying If you have reached Purchases and want a different subscription, use Change selection. On the Subscriptions page, choose Monthly or Annual, then Switch on the plan you want. You return directly to checkout with your company details already filled in and the new total calcu…

Security and communication

• Privacy and DPA agreement …ted later. The Privacy Policy is an information notice. Acknowledging that you have read it does not enable consent for optional purposes. How to change cookie settings On your first visit, choose Essentials Only, Settings or Accept All in the displayed message. If you choose Settings, enable only the categories you want to allow. To change your choice later, use the Cookie settings link in the page footer. Tip: Check the list of subprocessors when you need to know which services may process data for the platform. …
• Frequently asked questions … in the Issued Documents section. You can filter by date, customer, series, or number. Open the invoice for preview, download, sending, or checking collection. billing View Invoicing guide intrebare-73291d78cd basics How do I keep notifications that still need attention visible? After resolving a notification, you can dismiss it to keep only messages that still need attention in the list. Clear all dismisses all eligible notifications without changing the documents they refer to. Notifications for operations still …

Company activity

• Billing …ls for future invoices and consult documents already issued. Product and service catalog Keep reusable billing items and track their links to connected stores. Billing settings and the ANAF connection Authorise the ANAF connection and set up submission of eligible documents through e-Factura and e-Transport. Billing reports Compare the period's documents, receipts and costs and download the report needed for review. Incoming invoices Find supplier invoices from SPV or uploaded and scanned files and use the original…
• Documents …are the recognized data with the original document and correct the information before confirming. Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Document validation Review unvalidated documents from all months, correct the information in Moderation, and confirm the data before using it in applications. Primești o factură de consumabile și ai de pregătit o ofertă. Factura se încarcă prin Adaugă documente și se verifică în Validare sau Moderare. …
• Calendar …invoice’s issue date and select that day, or use Month view. For when work took place in your account, check Account activity. You can also search by number in Billing; the document date and action date serve different purposes. An action in the day’s history can no longer be opened. What should I do? Read the status beside the action, then find the document in its app and Trash. History keeps what happened even if the document was deleted or access changed. To check the contents, use the version still available. D…
• Accounting …cellaneous Contracts Invoice generation Contract types Daily allowances Orders Orders Overview Vehicles Routes e-VAT RO e-Transport Balance sheet Tax calculation OMF 808 Register Declarations D100 D101 D112 D205 D300 D390 D394 D398 D700 D710 Tax returns D406 Intrastat D212 Administration Auditors VAT Document types Business partners ware Warehouses Accounting Onboarding Fiscal profile Accountants Invitations The accountant's page Data transfer Data transfer Checks and settings Validating documents before accounting…
• Customers …rtcuts. from-amber-500 to-orange-600 admin.apps.show List of contacts and potential customers Internal Notes and Commercial Context Links to accounts Flows and billing Commercial statutes and operational follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately…

Organization

• Notes …that the invoice is paid in a note. Why has the outstanding amount not changed? Notes do not allocate money or change the invoice balance. Open the document in Billing and record the actual receipt. Keep only useful comments in the note, without passwords or access codes. I cannot find the comment on the document I am working with. What should I check? Find the note by title or content and check its linked document and active company. Compare the number and partner before changing the link. A comment attached to an…

Integrations and support

• Seller Central …G links eMAG product ranking Suppliers and offers for eMAG Checking eMAG product listings eMAG product images eMAG syncs eMAG notifications eMAG dashboard eMAG billing settings eMAG rates Adding an eMAG rate Checking an eMAG rate Generating an eMAG shipping label Sending a product to eMAG Checking an eMAG profit analysis Checking eMAG actual profit Checking an eMAG price schedule Checking an eMAG pricing rule Checking an eMAG supplier list Checking an eMAG product ranking Checking a supplier for eMAG Comparing eMAG…

AI Assistant

• Requests and confirmations in AI Assistant …mber?”. For money to collect, ask “Who owes me?”, “How much do I have to collect?” or “Who do I need to collect payment from?”. You receive issued invoices from Billing and approved sales invoices from Documents, with separate currency totals. Outstanding receivable balance = invoice total − confirmed receipts linked to the invoice. A receipt that is only prepared does not reduce the balance. Check credit notes and unlinked offsets separately before requesting customer payment. For a business balance, ask “How much…

Accounting

• Organize your company's dashboard …alues The dashboard below the application list brings together income, loss, turnover, invoices, valuable customers and invoices issued with today's date. With Billing access, it also includes the Document reports charts: cash flow, document composition, SPV status, stock, sales by product or agent and other available analyses. Annual reports cover 1 January through today. In trend charts, select a period to check exact values; for multiple series, use the legend to hide or show those being compared. From the pop-u…
• Delivery addresses: add and edit from the form …Atelier U2 SRL has its office and warehouse at different addresses. Keep the delivery address as a separate destination and check the town, county and contact. Billing uses the recipient’s identity, while the parcel must go to the address actually confirmed.

Billing

• Invoice creation Invoice creation Prepare the invoice with the customer's details and sales items, then check the currency and total before issuing it. In Billing, choose Invoice and select the customer. Check the numbering series, issue date, due date and document currency. Use Add item for the products or services being invoiced. Enter the description, unit of measure, quantity and price, then check VAT if your company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The inv…
• Drafts in Billing Drafts in Billing Keep unfinished documents and review them before issuing them. Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download o…
• Issued documents …iles from the account without restoration. Download needed copies first and confirm with the responsible person that removal is allowed. Invoice creation Drafts in Billing Collections and receipts Payment orders Companie U2 SRL are o factură de 500 lei, o încasare confirmată de 300 lei și o stornare emisă de 100 lei. Rest de încasat = 500 − 300 − 100 = 100 lei. Dacă scadența a fost ieri, cei 100 lei apar și la Restante; dacă scadența este în viitor, nu sunt restanți. O încasare de 50 lei aflată încă în pregătire nu…
• Collections and receipts … a receipt as well. Attach the available evidence. Confirm the record and check each invoice’s status and the resulting receipt document. Invoice creation Drafts in Billing Issued documents Customers in Billing Atelier U2 SRL pays RON 300 by bank transfer towards a RON 500 invoice. Choose the invoice, statement date and receipt type, enter RON 300 and check the outstanding amount: 500 − 300 = RON 200. For cash, also check the receipt, series and details before confirming. One transfer covers two invoices. How shoul…
• Payment orders …s, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice if available. The prepared order shows the payment instruction; check the actual transfer and statement separately. I created the order. Why does the supplier still show as unpaid? A prepared order does not confirm the bank debit…
• Customers in Billing Customers in Billing Save customer details for future invoices and consult documents already issued. Open customers with issued invoices and customers saved for future invoices. The list shows the issued invoice count, latest invoice date and customer status; View invoices automatically applies the appropriate filter in Issued documents. Invoice creation Drafts in Billing Issued documents Collections and receipts Începi colaborarea cu Atelier U2 SRL. În Nomenclator → Clienți alegi Adaugă client, completezi identita…
• Product and service catalog …thout leaving the Catalog. View local information and the latest information confirmed by eMAG separately, including the synchronization time. Invoice creation Billing settings and the ANAF connection You invoice “Accounting consultancy” monthly, with hours as the unit and RON 250 as the price. Keep the service in Catalog and reuse it on the two-hour invoice. For an item connected to stores, check each source’s price and stock separately; a local edit does not prove publication in the store. The item shows Unlimite…
• Billing settings and the ANAF connection Billing settings and the ANAF connection Authorise the ANAF connection and set up submission of eligible documents through e-Factura and e-Transport. De pe computer, deschide Facturare → Setări → Integrare SPV. În Conexiunea firmei la SPV, verifică firma și CUI-ul. Pregătește certificatul digital propriu sau al contabilului împuternicit și apasă Conectează ANAF. Conectarea și reautorizarea se fac numai de pe computer, atât pentru certificatele USB, cât și pentru cele în cloud. După conectare, folosești aceeași cone…
• Billing reports …ccounting records. Invoice creation Drafts in Billing Issued documents Collections and receipts Payment orders Customers in Billing Product and service catalog Billing settings and the ANAF connection Incoming invoices SPV messages
• Incoming invoices …aining retrievals. Invoice creation Drafts in Billing Issued documents Collections and receipts Payment orders Customers in Billing Product and service catalog Billing settings and the ANAF connection Billing reports SPV messages
• SPV messages …alidated invoices. Invoice creation Drafts in Billing Issued documents Collections and receipts Payment orders Customers in Billing Product and service catalog Billing settings and the ANAF connection Billing reports Incoming invoices

Calendar

• Check documents and due dates for a day or month …ated document, open its originating application and use the operation appropriate to its status. An invoice no longer appears in Due dates. Open the invoice in Billing and check payment deadline, confirmed receipts and related credit notes. Due dates includes only issued invoices with a payment deadline and positive outstanding balance; a fully paid or credited invoice no longer appears. I selected an old month, but the balance differs from that time. Calendar shows the current remaining balance for invoices due in…
• Correct a document date in Calendar …oaded document appearing on the wrong day. If the chosen day differs from detection, the document retains its review flag. A Calendar change does not rewrite a Billing invoice's issue date. Compare the date with the original and save the correction The legible original and uploaded document to correct. Find the document and open the original. Identify issue date without confusing it with due date or payment date. Use Change date and choose the correct day. When detected date matches the original, use the action app…

Customers

• Identify the business partner and update contact details …cts Before adding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax identifier where applicable, address and contact. Choose contact type and search existing records. Check other Application origins before add…
• Check a customer's documents and sales …sting payment again. I cannot find the pro forma invoice in the sales chart. Pro forma invoices are excluded from invoiced sales. Find it in customer documents or Billing and check the corresponding invoice; do not add the pro forma amount on top of the issued invoice. You invoiced 10 hours × RON 250 = RON 2,500 and credited 2 hours × RON 250 = RON 500. Net sales are RON 2,000 and net quantity is 8 hours. A RON 1,200 receipt is checked separately in payment documents. Identify the business partner and update contac…
• Import contacts and export the required list …ime to remove the date limit and check the record's origin. Enter 12 suppliers in Excel template, check CUIs and upload. To send the accountant contacts used in Billing, choose that source and required period, then check the export. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Check a customer's documents and sales

Documents

• Configure keyboard shortcuts Configure keyboard shortcuts Open frequently used features with your own key combinations, without changing your colleagues' settings. Choose your own combinations for frequently used features. Preferences are saved in your account, including when you work as an accountant with several companies. Shortcuts open features; checking details and confirming documents remain separate. All combinations use Ctrl on Windows/Linux or Command on Mac, a letter or number and, optionally, Shift. Find the feature in the list grou…
• Document scanning …ep all edges of the document in the image. Scan and check originals Open Scan documents and allow camera access. If you denied access, allow it in your browser settings and return to scanning. Photograph the document, then continue with the remaining originals. After the first scan, the camera stays available; the list does not open over it automatically. În aplicația de telefon, folosește Scanează pentru fotografie. Pe Android poți atinge pagina pentru focalizare și activa blițul dacă ai nevoie de lumină. Fotograf…
• Document reports Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Shows documents awaiting review and, separately, Billing indicators. In Validation · all periods, To validate opens unvalidated documents, while Needs attention narrows to those with missing information, warnings or unfinished processing. Needs attention is included in To validate; do not add the values. Billing indicators use the selected period and do not automatically include every uploaded file…

Notes

• Keep an activity's context in notes …ists. Write “Atelier U2 SRL promised payment on Friday” and link the discussed invoice. Update the note after receipt; separately record the RON 300 payment in Billing based on evidence. Schedule and snooze note notifications
• Schedule and snooze note notifications Schedule and snooze note notifications Choose date, time and repeat settings to return to an activity on time. Notifications The notification reminds you when the activity is due; it does not issue documents, send payments or complete the described task. Repeat allows Does not repeat, Daily, Weekly, Monthly or Annually. Romanian time is retained; when the chosen day does not exist in a month, the deadline falls on its last day. Set date, time and repeat The note and future notification date and time. Open the note …

Seller Central

• Managing Seller Central stores Managing Seller Central stores Choose the store and check the connection and synchronisation before working. From Seller Central → Settings, choose eMAG configuration or WooCommerce configuration. In each module, check the connection, invoicing rules and first import result. For existing stores, compare the connection status, last synchronisation and number of operations needing attention. A connection that has been created but not checked does not confirm data retrieval. For example, Atelier U2 has an eMAG store a…
• eMAG …ses eMAG courier accounts eMAG parcel presets eMAG syncs eMAG notifications Settings and connection eMAG connection Activating a eMAG store eMAG dashboard eMAG billing settings eMAG rates Adding an eMAG rate Checking an eMAG rate Comenzi și livrări eMAG waybills eMAG orders eMAG returns eMAG messages and complaints Produse și stocuri eMAG offers eMAG products eMAG stock eMAG product feeds eMAG categories Prețuri și campanii eMAG prices eMAG pricing rules eMAG price schedules eMAG campaigns Facturi și costuri eMAG s…
• WooCommerce …es by variation WooCommerce sales by category WooCommerce coupon usage WooCommerce order taxes WooCommerce digital product downloads WooCommerce stock overview Settings and connection WooCommerce connection WooCommerce overview and synchronisation Invoicing WooCommerce orders Activating a WooCommerce store Tracking WooCommerce syncs Adding a WooCommerce store Checking the WooCommerce connection Testing the WooCommerce connection Changing the WooCommerce connection key Disconnecting a WooCommerce store Deleting a Wo…

Instrumente · Document templates

• Decisions and numbering series …nalising. Copying the series into the form does not consume number 101; check the numbers actually assigned when issuing. Does the numbering decision change the billing series by itself? Check the configured series and document details separately. The decision records your company’s approved arrangements; compare the prefilled form with the settings used for issuing. Do not invent a number or series to cover a discrepancy. I use the same series for different documents. How do I avoid confusion? Check the document t…

Instrumente · Handwritten signature

• Document signing … does not mean the document has been signed; open the request to check its status and deadline. Sign in your account Open the document from Documents, Calendar, Billing or Archive and choose the in-account signing action. For a new file, first upload it through Add documents in the + menu, then start signing from the saved document. Check the selected version; the original remains available. Draw your signature or choose a saved one. Check the page, position, size and orientation so the signature does not cover the…

Instrumente · Risk analysis

• Analyse a company's financial risk …financial risk Compare annual financial statements before choosing collaboration terms. Risk analysis, also called Risk assessment, is available with an active Billing, Professional or Business plan. Data describes the financial statement year and time the source was consulted. Missing data does not prove failure to file financial statements. Financial statements do not confirm absence of current insolvency, litigation or tax debts. Thresholds are indicative and may mean different things by sector. Bara anuală arat…

Seller Central · WooCommerce

• WooCommerce connection …gin in WooCommerce. For connection by code, use version 26.10.18 or later. In Fluxe, add the connection with the store's name and HTTPS address. In WooCommerce settings, find the store and choose Generate connection code. Check the displayed store, then copy Fluxe address and Connection code. In the same store's WordPress administration, open WooCommerce → Fluxe România → Connect by code. Enter Fluxe address and Connection code, then choose Connect store. The code is valid for 5 minutes and can be used only once; g…
• WooCommerce overview and synchronisation …ng them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the local copy; Keep Fluxe sends the Fluxe version to the store and records the decision in history. Resolve conflicts in Settings → Synchronizations. WooCommerce Find the guide for each WooCommerce page, fro…
• Invoicing WooCommerce orders Invoicing WooCommerce orders Set how order documents are prepared and who sends messages to the buyer. Select the store and open Settings → Invoicing. Set up the links to Customers, Catalog and stock, then check the series, due date, automatic documents and timing of SPV submission. Choose who sends messages to buyers: WordPress / WooCommerce or Fluxe. In WordPress mode, Fluxe does not send these messages; in Fluxe mode, WooCommerce messages are disabled to avoid sending them twice. Save the store settings before e…
• Configuring WooCommerce statistics …tomers and digital product access records for the selected interval. Choose all time, 365, 90, 30 or 7 days, 24 hours or a custom interval. Progress appears in Settings → Synchronizations without duplicating existing records. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected stor…
• WooCommerce orders … Invoicing WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order The Atelier U2 order contains two units, a billing address and a different delivery address. Check the buyer, quantities, total and payment before preparing documents or shipping. For a company with incomplete details, compare its tax ID and retrieved information. The order’s delivery address differs from the registered office. Is it wrong? Compare the delivery address with order details and the buye…
• Activating a WooCommerce store …e main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continue to secure checkout and check the store and amount before confirming. Afterwards, check the activation status in Fluxe; returning from the payment page alone does not confirm that payment is complete or the store is active. WooCommerce Fin…
• Checking a WooCommerce order …nd period. Invoicing WooCommerce orders WooCommerce orders Editing a WooCommerce order Refunding a WooCommerce order The Atelier U2 order contains two units, a billing address and a different delivery address. Check the buyer, quantities, total and payment before preparing documents or shipping. For a company with incomplete details, compare its tax ID and retrieved information. The order’s delivery address differs from the registered office. Is it wrong? Compare the delivery address with order details and the buye…
• WooCommerce customers …tails. Continue in the appropriate list for the selected customer; use All customers to remove the filter. Load B2B data explicitly requests an update. Compare billing and shipping addresses with the current order. A WordPress account and a WooCommerce buyer may have different identifiers; check the link before using the data. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. Fo…
• Adding a WooCommerce store …e and Fluxe. In Connections, choose to create a connection and enter the store's name and HTTPS address. Check the address before generating the connection. In Settings, choose Generate connection code for the added store. In WordPress, open WooCommerce → Fluxe România → Connect by code, enter Fluxe address and Connection code, and choose Connect store. The code expires after 5 minutes and can be used only once. Connection by code requires Fluxe România plugin version 26.10.18 or later. For an older version, copy c…

Seller Central · eMAG

• eMAG connection eMAG connection Connect your eMAG account and check authorization before synchronizing store data. Copy the IP address shown in eMAG Settings. Introdu adresa in eMAG Marketplace -> Contul meu -> Profil -> Detalii tehnice -> Adrese IP, apoi continua cu Utilizatorul API si Parola API. Keep your account data secure and check immediately if it is correct. You receive connection confirmation or a clear explanation; a successful connection can be used immediately for synchronization. Keep store stock isolated or allow it…
• Importing eMAG products …ted store before retrieving or sending data. eMAG offers eMAG products eMAG stock Sending a product to eMAG You want to use a product synchronised from eMAG in Billing. Check the code and product, choose import and complete the category, business location and stock location. Confirm import after comparison; appearing in eMAG Products alone does not mean the item is already in Catalog. The product seems to have been imported twice. What should I check? Compare the code, product identity and Catalog link before anoth…
• Activating a eMAG store …e main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continue to secure checkout and check the store and amount before confirming. Afterwards, check the activation status in Fluxe; returning from the payment page alone does not confirm that payment is complete or the store is active. eMAG Find the g…
• eMAG orders …title for its record and timeline. Check invoice issuance, SPV confirmation, publication on eMAG and the AWB separately. For order documents, continue in Fluxe Billing; for shipping, in AWBs and deliveries. Check payment status and delivery status separately. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store bef…
• eMAG products …before retrieving or sending data. Importing eMAG products eMAG offers eMAG stock Sending a product to eMAG You want to use a product synchronised from eMAG in Billing. Check the code and product, choose import and complete the category, business location and stock location. Confirm import after comparison; appearing in eMAG Products alone does not mean the item is already in Catalog. The product seems to have been imported twice. What should I check? Compare the code, product identity and Catalog link before anoth…
• eMAG stock …that time. For shared stock, link the eMAG product to the correct item in the Product catalogue and enable Shared stock with participating stores in connection settings. Enable the option in the other stores involved too. An identical name or code is not enough to match products. Confirm the inventory location, quantity and initial cost through a goods receipt note (NIR) or inventory count before the first synchronised invoice. Available stock = physical stock − reserved quantities, with a minimum of zero. Automati…
• eMAG service invoices …currency before using it to support an expense. These documents relate to eMAG services. Invoices your company issues to buyers are tracked separately in Fluxe Billing and eMAG Customer Invoices. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG issues a RON 200 commission…
• eMAG customer invoices eMAG customer invoices Check customer documents already recorded in eMAG. In Settings → Invoicing, choose eMAG issues for that store. Open Customer invoices and synchronise documents. Complete invoices issued under the company's CUI are recorded in Invoices with their original number and amounts. Use Open in the Invoices record column to check the document. Recording does not issue a new invoice or resubmit the document through SPV. Keep the original eMAG document as supporting evidence; retrieved details do not re…
• eMAG billing settings eMAG billing settings Set how documents for eMAG orders are prepared. Choose the eMAG account and check the billing rules, document series and issuance conditions. Save only after comparing the settings with how your company invoices its orders. For Fluxe issues, first disable the automatic invoicing service in the eMAG account and confirm this check in Fluxe. Choose the fiscal numbering series and publication options. For eMAG issues, keep issuance in eMAG and synchronise Customer invoices to record documents in F…
• Checking an eMAG supplier list Checking an eMAG supplier list Map the file columns and correct the import settings. In Supplier list analysis, open the file and map the product, code, quantity, price and currency columns. Check the sales unit and number of products per package. Review invalid rows and continue processing after correcting the mapping. Keep the original file as a reference; reading the file alone does not confirm the product or cost. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or …

Declarations and reporting

• Special VAT return D398 — OSS and IOSS …m You cannot establish the state of consumption Gather the evidence required for the operation type and check the place of supply before choosing the rate. The billing address alone does not resolve every situation. You have a return after the reported period Link the return to the original operation and period and apply the OSS correction mechanism. Do not deduct the amount globally from another member state. Euro amounts do not match sales Check the regime, ECB exchange rate, conversion date and rounding. Keep re…