Support & learning

Knowledge Center

Step-by-step guides for every E-Fatorah screen: account, sales, inventory, store, WhatsApp, and more.

25 Store Store Homepage Settings Customize the look of your online store's homepage with banners and featured sections. 26 Store Connect Custom Domain Connect a custom domain name to your online store instead of the default link to boost you... 27 Store Store Orders Track and manage orders coming from your online store from receipt to delivery. 28 Field Reps Visits Track field reps' visits to merchants and customers and the outcome of each visit. 29 Field Reps Visit Schedule Plan and distribute a weekly or monthly visit schedule for field sales reps. 30 General Orders An overview of all orders coming in from your business's different sales channels. 31 WhatsApp WhatsApp Package Subscribe to a WhatsApp package to send invoices, notifications, and marketing campaigns t... 32 WhatsApp WhatsApp Connection Connect your business WhatsApp number to E-Fatorah to send invoices and messages automatic... 33 WhatsApp WhatsApp Campaigns Create WhatsApp marketing campaigns for your customers with precise targeting and result t... 34 WhatsApp Sent Messages A complete log of all WhatsApp messages sent from the system with the status of each. 35 WhatsApp Automatic Messages Set up automatic WhatsApp messages sent when specific events occur, like issuing an invoic... 36 WhatsApp WhatsApp Notification Settings Control the types of notifications sent via WhatsApp to the business owner and staff. 37 Account Profile Manage your personal data, photo, and password from your profile page. 38 Settings Business Profile Enter and update your business's official information required to issue e-invoices. 39 General ZATCA Phase 2 Everything you need to know about ZATCA e-invoicing Phase 2 (Integration) and how E-Fatora... 40 Settings Invoice Settings Customize the look and content of your printed invoices, from logo to extra fields and not... 41 Settings Users Add new staff members to the system and define their permissions based on their role. 42 General My Visits Today A rep's view of their scheduled visits for the current day and their status. 43 Field Reps Merchants A database of the merchants your reps deal with, including each merchant's data and locati... 44 Field Reps Log a Visit How a rep documents the outcome of a visit to a merchant directly from the mobile app. 45 Field Reps My Orders A rep's view of all the orders they created from their field visits and their status. 46 Sales Payment Methods Manage the payment methods available at checkout, from cash to card and bank transfer. 47 General Packages Compare E-Fatorah subscription packages and choose the one that fits your business's size... 48 General Transfers Record financial transfers between cash boxes or bank accounts for your business.