Frequently Asked Questions

Get answers to common questions about managing invoices in one place with FacturaInline.

FacturaInline is an all-in-one invoice management platform designed for businesses in Switzerland. It streamlines invoice creation, delivery, tracking, and reporting within a centralized system.

Log in to your dashboard, fill in client and service details, customize the layout, and hit send. The invoice will be delivered by email and tracked in real time.

The platform supports bank transfers, direct debit setups, and popular card processing options through secure third-party providers.

Yes, you can choose from a variety of templates and adjust elements like logos, colors, and line item layouts to match your brand identity.

Data is protected with TLS encryption both at rest and in transit, and access controls ensure only authorized users can view or edit records.

Our main office is in Zurich, Switzerland, at Grand Hotel Dolder, Kurhausstrasse 65, 8032 Zurich.

Use the contact form on our website or email support@FacturaInline.com. Our Zurich-based team aims to respond promptly.

Yes, we offer a trial plan so you can explore the platform’s capabilities before selecting a paid subscription.

You can connect via our REST API to integrate invoice data with accounting, CRM, or project management tools.

To schedule recurring invoices, go to the Invoices section, select “Create New,” and toggle the Recurring option. Choose your frequency—weekly, monthly or custom—set the start date and duration, then save. FacturaInline will automatically generate and send invoices according to your settings.

Yes. Under Settings > Templates, you can select from several professionally designed layouts, upload your logo, adjust colors and fonts, and include or remove fields such as payment terms or purchase order number. All changes appear in real time to help you match your brand.

FacturaInline’s approval workflow lets you assign roles and define multi-step sign-off processes. Once an invoice is drafted, it will be routed to the first approver. After approval or comments, it moves to the next designated reviewer until final sign-off, ensuring accuracy and accountability.

Yes. The FacturaInline mobile app for iOS and Android provides full invoice management. You can create, edit, send and track invoices from anywhere with an internet connection. Push notifications keep you informed of approvals and client activity.

Navigate to Integrations in the sidebar, choose your accounting platform, and follow the guided authentication steps. Once connected, invoices and payment statuses sync automatically, reducing manual entry and ensuring data consistency between systems.