Catacloud Servicedesk

Checklist for getting started with invoicing: company details, account number under Administration → Bank, invoice setup and delivery methods, a customer and an order line.

What's needed before you can invoice from Catacloud?

How to add a new customer – with name, organisation number, address and how the customer receives invoices.

How do I create a new customer in Catacloud?

How to create, edit and deactivate products – from Products, from the Dashboard or directly from an invoice line.

How do I create a product in Catacloud?

How to activate CID in Catacloud when you already have a CID agreement in another accounting system, and what to do if you get an error message.

Activating CID/OCR in Catacloud – moving an agreement from another system

What needs to be in place to send and receive EHF, how to activate EHF receiving, why the EHF option is sometimes missing, and how ELMA/PEPPOL lookups work.

Sending and receiving EHF: requirements, activation and troubleshooting

How to change which bank account is shown on your invoices – and the correct order if you have an active CID/OCR agreement.

Changing the bank account on your invoices (operating account) – with and without a CID agreement

Why an EHF invoice can be rejected when the company has a Norwegian VAT number but a foreign address, and how to enter a Norwegian post address.

Foreign company (NUF) – correct address and country code on invoices and EHF

Florence C.L.H. Kröger-Smedmann

Get everything ready before your first invoice: products, CID, EHF and the right bank account.

Getting started with invoicing

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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