SoPasst Documentation

Automation

Describe the invoice or accounting task in your preferred language. The assistant may ask for missing customer, service, price, date or tax information. Its reply is a proposal, not an issued invoice.

Payments

Bank statement import from CSV or MT940 is planned for a later SoPasst release. Automatic bank connections are also unavailable. A package feature listing does not activate this workflow.

Documents

Use a quote before a customer accepts an offer, an order for an agreed request, a delivery note for goods delivered and an invoice for the amount due. Other available document types serve their own purpose; select the type that matches the actual event.

Setup

Open Company settings and check the legal name, business address, tax number and VAT ID where applicable. These details form part of issued invoices, so compare them with your official records before continuing.

Documents

Open Documents, choose Invoice and use the visible create action. Merely opening the list does not create a draft.

Documents

An issued document is immutable. Check the original invoice and identify exactly what must be reversed or credited. Preserve its number, PDF and audit history.

Communication

Open Settings, then Email. Under sender and automation, set the sender name and an optional reply-to address; the document templates hold the subject and message per document type and language. With automatic sending after issue switched on, issuing a document emails it straight to the stored address – the issue dialog tells you beforehand whether and to whom.

Getting started

Have your company name, business address, tax number, VAT ID if applicable, and bank details ready. These details will appear on issued documents.

Data migration

Export complete records from the old system and keep an unchanged backup. Start with a small representative file. Issued invoices require their original PDFs; a missing original blocks the import preview.

Master data

Open Customers and enter a clear name, billing address, country and contact details. Check the VAT ID where required. Set payment terms that match the agreement before selecting the customer on an invoice.

Payments

Open the outstanding-items view and check the invoice, customer, due date and remaining amount. Confirm that earlier payments were recorded before starting a reminder.

Payments

Online payment links and SEPA Direct Debit are not included in the current SoPasst release, in any plan. SoPasst does not collect money from your customers or create payment pages. Customers pay by bank transfer to the bank details printed on every issued invoice.

Account and billing

The company owner can manage the subscription. Compare Starter, Pro, Business and Enterprise on the pricing page. All prices are exclusive of VAT. Each plan offers monthly, annual prepayment, 12-month promotion and 24-month promotion options; check the exact amount and term in Stripe Checkout before approving it.

Account and security

Review available data exports before closing an account. Store downloaded files securely and share them only with authorized people. Verify that the export covers the records your business needs.

Master data

Open Products and enter a distinct name, description, unit, unit price and tax rate. Decide whether the item is a product or service. Check the amount before saving; a catalog price is not a substitute for reviewing each invoice.

Accounting

Open Expenses and record the supplier, date, description, amount, tax rate and category. Attach or reference the supporting receipt when available. Compare the net, VAT and gross amounts with the original document before saving.

Reports

Open Reports and choose the intended date range. Check whether the report includes all relevant invoices, payments and expenses. Review unexpected gaps before sharing totals.

Account and security

The company owner controls membership and sensitive subscription actions. Assign each teammate only the role needed for their work. Review access when someone changes jobs or leaves the company.

Documents

Recurring invoices suit an ongoing agreement with a predictable interval. Confirm that the customer, service, price, tax treatment and start date remain valid.

Help

Read the full error message. Before repeating an action, check whether it already succeeded by refreshing the list or detail page. This matters especially for sending, importing, charging and issuing a document.