Documentation

SoPasst Documentation

A practical guide for both business users and technical teams: setup, workflow, billing, and support with a production-safe structure.

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All topicsAccount and billingAccount and securityAccountingAutomationCommunicationData migrationDocumentsGetting startedHelpMaster dataPaymentsReportsSetup

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2 guides

Master data

Manage customers and suppliers

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.

1 min readOpen guide

Master data

Products, services and stock

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.

1 min readOpen guide