Support & learning
Knowledge Center
Step-by-step guides for every E-Fatorah screen: account, sales, inventory, store, WhatsApp, and more.
All
Account
(5)
Sales
(5)
Purchases
(3)
Inventory
(7)
Store
(6)
Field Reps
(5)
WhatsApp
(7)
Settings
(7)
General
(9)
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.