• Fakturino uses the bexio login for user authentication.
• When Fakturino is first deployed for a company, only that company's bexio superadmin can log in, as a new Fakturino account is created. After this initial login, all bexio users in the company have access to Fakturino.
• If users belong to multiple companies, they can select which company they want to manage recurring orders for when logging into Fakturino (the respective superadmin must have already logged into Fakturino).

• You can try Fakturino in test mode for 7 days.
• While Fakturino is in test mode, invoices can only be sent to the email address of the Fakturino administrator used for login. A maximum of 10 invoices will be sent.
• Fakturino subscriptions are available annually.
• Only the bexio superadmin can purchase and modify a Fakturino subscription.

• Synchronize orders by clicking "Resynchronize orders" on the Fakturino homepage.
• If your company has many recurring orders, synchronization may take some time. You can leave the page; the process will continue in the background. When you return, it may no longer be visible, but it will still be running.
• Each recurring order synchronized from bexio will be displayed individually with all associated information.
• Clicking the order number will open the corresponding order in your bexio account.
• If an order is changed in bexio, automation for that order will stop. In Fakturino, a notification will appear allowing you to reactivate automation for this order. 
• There are three toggles for controlling invoice creation and sending: Create = creates a draft invoice from the order; Issue = sets the invoice to "issued" (creates a journal entry, etc.); Email = sends the invoice via email. 
• Settings for recurring orders are the same for all users and are synchronized company-wide. 
• You can view existing invoices for an order by clicking the green "$ Invoices" text. Clicking an invoice number opens the document in bexio. 
• You can enable or disable Fakturino using the toggle at the top of the page (individual order settings will be retained). 
• A toggle allows you to filter for orders with active invoice creation.

• Fakturino cannot create invoices for past dates—only for the current or future dates. If you need to create invoices for past dates, you must log in to bexio, open the recurring order, and create the missing invoices manually.
• In bexio, the "Invoice for" field in the order details does not include invoices created by Fakturino (therefore, do not create invoices in bexio for orders automated via Fakturino).
• If your company is in bexio test mode, bexio only allows invoices to be sent to the bexio administrator's email address. Consequently, Fakturino cannot send invoices to your customers during this time.

• You can specify whether invoices due on the weekend should be sent on the weekend or postponed to the following Monday.
• You can define a custom subject and message text for invoice emails sent by bexio.
• The text in square brackets is variables used by bexio to automatically insert order-related data.
• You can specify for each user whether they want to receive email notifications about invoice processing or potential errors.

The Events page displays information about the tasks performed by Fakturino.

In the bottom left corner of the window, you can click on your username to access the following:

• User details
• Subscription status (only for admin)
• Profile name and email address used for sending emails
• Interface design (theme)
• Toggles to enable/disable notification emails for successful operations and/or errors.