Getting started with Fidly

Welcome to Fidly! This quick guide will help you get to grips with the software's essential features, so you can get started in just a few minutes.

Features at a glance

Fidly is an all-in-one e-invoicing solution designed to simplify your document management. Here's an overview of the key functionalities we'll cover briefly, but which you can find in detail on the other pages of this documentation:

1. Document creation : Create invoices and sales quotations quickly and easily.
2. Customer management: Register and manage your customers.
3. Settings: Customize the software to suit your business, including adding your logo, registering your bank accounts and securing your e-mails.
4. Peppol connectivity: Fidly lets you connect to the European Peppol network to send and receive electronic invoices. For more details on the Peppol network, visit
   BOSA Peppol | BOSA
5. Automation: UseEmail Monitor to automatically import invoices from your suppliers.
6. Accounting export: Send your documents directly to your accounting firm by activating the automatic validation rules.

Practical exercise: Your first electronic invoice

To familiarize yourself with the software, follow these simple steps to create and send an invoice.

Step 1: Log in to Fidly

1. You've received an email from your accounting firm inviting you to log in to Fidly, or you've created an account yourself using the form on the Fidly website:
   Bepay SRL FIDLY - Plateforme de facturation électronique belge
2. Open the page https://app.fidly.be in your preferred browser. Enter your email address (the one you received the email from) and the password you were given.
3. Scan the QR code with your phone and enter the 6-digit verification codes. Rest assured, you won't need to do this every time you log on!
4. You are now on the Fidly dashboard page.

If you encounter any difficulties at this stage, please consult the detailed page Login

Step 2: Set up your company

1. If you haven't already done so, open the detailed menu (1 in the illustration below).
2. Go to the "Settings" section in the main menu. (2)

1. In the "My Company" sub-section (3), add your company details (4 to 7) and upload your logo (8). For example, upload a logo with a .png format and a size of 300x150 pixels for optimal rendering on your invoices. Add at least one bank account.
2. In the "Peppol" sub-section (9), register your company to activate electronic invoicing.Please note that the following fields are required for registration: BCE, Email, Telephone and a bank account.

If you encounter difficulties at this stage, please consult the detailed page .

Step 3: Create a new customer

1. Go to the "Directory" section, then "Companies", and click on the "+ Add a company" button. Note that in regular use you can also create a company directly from the add invoice page.
2. Simply enter your customer's BCE number (1) and the basic information such as name, address and VAT number will be automatically completed provided (2) if the company is Belgian. Otherwise, fill in the information yourself. You can also add your correspondent's e-mail address: it will be proposed by default for sending the invoice. (3)

3. You can save the form using the "Add" button (4) at the bottom of the frame.

Step 4: Create and send an invoice

1. Go to the "Billing" section, then "Sales invoices", and click on "+ Add invoice".
2. Select your customer from the drop-down menu (1), and add the name of a contact person at that customer's (2).
3. Add a line for a product or service. For example, if you're a bakery as in our example, add the description "Outdoor Garden Table, 110x70x72 cm" (3), a quantity of "2" (4) and a price excluding VAT of "149 €" (5). The default VAT rate is "21%".

4. Click on "Save & send" (6). A sending screen opens, allowing you to choose the sending method and personalize the e-mail. If the customer is registered with PEPPOL, this mode is proposed by default (1), with confirmation by e-mail. You can, of course, choose to send only via PEPPOL or by conventional e-mail, with your correspondent's address automatically added as the recipient (2).

5. In the "Email template" field (3), you can choose from predefined templates for initial mailings, first reminders, etc. The message body is pre-filled, but you can modify it if necessary (4). The invoice is automatically attached.
6. Click on "Send" (5). The invoice will then be automatically e-mailed to your customer, and transmitted via the Peppol network if the customer is registered there.
7. Back on the invoice summary sheet, you can press the "Approve" button to make the data available to your accountant for final recording in the accounts.

What's next?

A final tip: the "Search" box in the top left-hand corner of all documentation pages will help you easily identify the page on which a subject is discussed. Don't hesitate to use it extensively.