Zuupr

Aide et Documentation

Apprenez Ă  utiliser Zuupr efficacement

Création de Factures

1. Création de Factures

  • ‱ Naviguez vers le GĂ©nĂ©rateur de Factures depuis le menu principal
  • ‱ Remplissez les dĂ©tails de votre entreprise dans la section De
  • ‱ Ajoutez les informations du client dans la section À
  • ‱ Cliquez sur l'icĂŽne d'engrenage des paramĂštres dans la section Articles pour activer/dĂ©sactiver les colonnes de remise
  • ‱ Utilisez le bouton Ajouter Article pour ajouter de nouveaux Ă©lĂ©ments de ligne

2. Managing Invoice Items

  • ‱ Click the settings gear icon in the Items section to enable/disable discount columns
  • ‱ Use the Add Item button to add new line items
  • ‱ Per-item discounts can be enabled from the items header menu
  • ‱ Amounts are automatically calculated based on rate × quantity - discount
  • ‱ Delete items using the trash icon

3. Electronic Invoice Standards

  • ‱ PEPPOL: European standard for electronic invoicing
  • ‱ EN 16931: European electronic invoice standard
  • ‱ UBL XML: Universal Business Language XML format
  • ‱ Export options are available in the Settings panel on the right
  • ‱ Configure standards in Settings → Invoice Settings

4. Language & Localization

  • ‱ Use the language dropdown in the header to change interface language
  • ‱ Available languages: English, Spanish, French, German, Italian, Dutch, Polish, Portuguese, Swedish
  • ‱ Language preference is saved automatically
  • ‱ All interface elements are translated including forms and navigation
  • ‱ Language selector is available on both desktop and mobile
  • ‱ Changes apply immediately without page refresh

5. Navigation & User Interface

  • ‱ Active page indicators: Current page is highlighted with underline in navigation
  • ‱ User account dropdown: Click your name in the header to access Profile, Settings, Help, and Logout
  • ‱ Dropdown arrow: Visual indicator shows which buttons open dropdown menus
  • ‱ Consistent hover effects: All clickable elements show pointer cursor and hover styling
  • ‱ Mobile responsive: Navigation adapts for mobile with hamburger menu and touch-friendly elements
  • ‱ Language selector and user menu are accessible on all screen sizes

Invoice Management

  • NEW
    Multi-tenant architecture with company isolation (2025-07-18)
  • NEW
    AI chatbot assistant with 20+ actions (2025-07-15)
  • NEW
    Drag & drop sortable invoice items with visual feedback (2025-07-22)
  • NEW
    Per-item discount support with toggle column (2025-07-17)
  • NEW
    Improved column alignment for better readability (2025-07-17)
  • NEW
    Multilanguage support (9 languages: English, Spanish, French, German, Italian, Dutch, Polish, Portuguese, Swedish) (2025-07-22)
  • NEW
    Enhanced navigation with active page indicators and dropdown arrows (2025-08-09)
  • ‱ Multiple currency support (USD, EUR, GBP, CAD, AUD, etc.)
  • ‱ Automatic calculation of totals, taxes, and discounts
  • ‱ PDF export with professional formatting
  • ‱ Email invoices directly to clients
  • ‱ Invoice numbering and prefixes
  • ‱ Custom notes and payment terms
  • ‱ User authentication with Google, GitHub, Email
  • ‱ Role-based access control (owner, admin, user)
  • ‱ Sample data generation for development
  • ‱ Responsive design for mobile and desktop
  • ‱ Enhanced form validation with real-time feedback
  • ‱ Improved accessibility and keyboard navigation

Electronic Standards

  • NEW
    PEPPOL network integration planning (2025-07-18)
  • NEW
    EN 16931 European standard support planning (2025-07-18)
  • NEW
    UBL XML format export planning (2025-07-18)
  • ‱ Multiple PEPPOL access points
  • ‱ Compliant XML generation
  • ‱ Electronic delivery options

Settings & Configuration

  • NEW
    MCP protocol integration for AI extensibility (2025-07-16)
  • NEW
    SQLite database with PostgreSQL migration ready (2025-07-18)
  • NEW
    Accounting system integrations planning (2025-07-18)
  • ‱ Global currency and tax settings
  • ‱ Custom invoice prefixes
  • ‱ Email notification preferences
  • ‱ Theme and display options
  • ‱ Security settings and 2FA
  • ‱ Unsaved changes protection

Administration

  • NEW
    Admin dashboard with platform management (2025-07-18)
  • ‱ Company management and subscriptions
  • ‱ User role management (owner, admin, user)
  • ‱ Global settings administration
  • ‱ Platform statistics and monitoring
  • ‱ Multi-tenant data isolation
  • ‱ Payment method configuration
  • ‱ Plan and pricing management

Export & Integration Guide

Exporting to PEPPOL

  1. Complete your invoice with all required business and client information
  2. Ensure tax rates and business numbers are filled in
  3. Go to the Settings panel on the right side
  4. Click “Export PEPPOL” button
  5. The system will generate a PEPPOL-compliant XML file
  6. Upload the file to your chosen PEPPOL access point

Exporting to UBL XML

  1. Fill in all invoice details including items and totals
  2. Navigate to Settings panel
  3. Click “Export UBL XML” button
  4. The system generates a UBL 2.1 compliant XML file
  5. Use the file with your accounting system or e-invoicing platform

Accounting System Integration

  1. Go to Settings → Invoice Settings
  2. Select your accounting system from the dropdown
  3. Configure integration settings if available
  4. Export invoices in compatible formats
  5. Import into your chosen accounting system

Supported systems: QuickBooks, Xero, FreshBooks, Sage, NetSuite, Wave, Zoho Books, and more.

Tips & Best Practices

Invoice Creation

  • ‱ Always include complete business registration numbers
  • ‱ Set clear payment terms and due dates
  • ‱ Use descriptive item names and details
  • ‱ Double-check tax calculations
  • ‱ Include relevant notes or instructions

Electronic Invoicing

  • ‱ Verify recipient can receive electronic invoices
  • ‱ Check PEPPOL participant directory
  • ‱ Validate XML before sending
  • ‱ Keep backup copies of all exports
  • ‱ Test integration with small invoices first

Need More Help?

If you can't find what you’re looking for in this documentation, our support team is here to help.