A practical guide for every working day.

Complete the company setup checklist

Identify missing setup and open the relevant company configuration.

Save legal, contact and banking details

Maintain the company identity used by operational documents.

Customize invoice and document templates

Set document branding, issuer information and presentation defaults.

Prepare a new invoice

Create an invoice with customer details, line items and document defaults.

Review invoices and outstanding balances

Find issued invoices and inspect collection and due-date indicators.

Add a CRM customer

Create a customer record with commercial and contact details.

Record a sales lead

Capture a prospect and assign the next commercial owner.

Create a pipeline opportunity

Track an opportunity by stage, value and expected close date.

Add a customer contact

Link a named contact and communication details to a CRM customer.

Schedule a CRM activity

Record calls, meetings, emails or follow-ups in the commercial timeline.

Assign a CRM follow-up task

Give a commercial action an owner, priority and deadline.

Register a supplier document

Capture a supplier invoice, order, receipt or expense.

Save a supplier for reuse

Keep supplier identity and contact details in the purchase register.

Create a cash or bank account

Add an operational account used for receipts and payments.

Record a receipt, payment or transfer

Reports & insights

Review and export an operational report

Inspect reports for the selected company, period and currency.

Add a product, service or material

Create an item in the company inventory catalog.

Create a warehouse or stock location

Add a location for stock receipts, movements and transfers.

Record a stock movement

Transfer stock between warehouses

Move a product from one company stock location to another.

Close a physical inventory count

Record the observed quantity for an item and location.

Issue a material consumption note

Record materials consumed from stock.

Create a production recipe

Define the materials required for a finished product.

Issue a production order

Use an existing recipe to record material consumption and finished output.

Add an employee record

Maintain an employee identity and organizational role.

Record an employment contract

Associate contract details with an employee.

Record employee time

Add dated working hours with project and approval status.

Record a leave request

Track absence dates, type and approval status.

Record an employee expense claim

Track a per diem, trip or other reimbursable employee expense.

Record verified payroll totals

Store payroll totals prepared and checked outside this form.

Storage & billing

Check storage usage and choose a package

Review file storage consumption and the available upgrade packages.

Review platform subscriptions and invoices

Find platform services, billing documents and payment history.

Configure company receipt methods

Set the company details used for receiving payments.

Integrations

Configure an integration and check readiness

Find a provider and open its configuration without assuming it is already connected.

Integrations

Prepare document exchange and signing

Configure an exchange connection and inspect document/signing readiness.

Prevalidate and export a SAF-T / D406 file

Prepare an XML export from confirmed ERP and accounting data.

Prevalidate and export a D394 file

Review classified source documents and prepare the D394 XML.

Configure a communication connection profile

Set the role, schedule and permissions of a prepared channel connection.

Start a conversation from the communication desk

Create a conversation with the relevant company/contact and channel.

Promote products, services and stores

Create a campaign and follow visibility, costs and results.

Create a B2C store

Set up a company store that sells to consumers.

Edit and review the store in the storefront

Update the profile, public identity and status of a company store.

Set up shipping, couriers and collection

Define the destinations, rates and methods available at checkout.

Set up B2C payment methods

Choose the payment methods available at checkout for each store.

Create and publish a product offer

Prepare a B2C product listing with its ERP source, price, stock, media and publication status.

Create and publish a service offer

Set up a B2C service with a rate, availability and either booking or a quote request.

Upload and review images and videos

Manage catalogue media and check processing status.

Process a B2C product order

Follow an order from acceptance through delivery or collection to completion.

Create and publish a wholesale product offer

Set up your product, check its commercial terms and publish it explicitly to Wholesale.

Create and publish a B2B service offer

Set the price, capacity and delivery terms for resellers.

Import and verify your B2B catalog synchronization

Check the links between a catalog source, its offers and synchronization operations.

Check price and margin for a B2B offer

Compare the supplier cost, reseller price and stock used for the decision.

Process an order from a reseller

Open your company's suborder, confirm its items and follow the invoice and delivery.

Check a partner's commercial balance

Reconcile shared balances and documents with the order and receipts register.

Customer portal

Open an invoice received from a company

Inspect invoice details and available payment or message actions.

Customer portal

Find and open a company document

Access documents made available to the client account.

Customer portal

Open a client support request

Start a support conversation about a document or company interaction.

Administration & access

Create a company operator with module permissions

Give a company user the required operational access.

Create a controlled automation workflow

Define the trigger, action and safeguards of an operational workflow.

Prepare and validate a commercial draft with AI

Check data, duplicates and commercial claims before publication.

Connect your company's ANAF SPV account

Authorize FreeBill for the selected Romanian company and verify access to e-Factura and e-Transport separately.

Prepare and submit a Romanian e-Factura

Generate or import invoice XML, validate it and follow ANAF's result for that invoice.

Prepare an e-Transport declaration and follow the UIT

Record the goods and transport details, validate the declaration and check ANAF's confirmation.

Complete the company account setup guide

Set up your profile, company and operating context, then review which features are available and what still needs configuring.

Set up addresses and verify the company's market

Select the right address for the operation and check which country, currency and entity the active account uses.

Administration & access

Manage operator access for each company

Create an internal account, grant the appropriate permissions, verify access and manage suspension.

Administration & access

Change your password, configure MFA and review sessions

Manage your account security and close a session you no longer use.

Issue an invoice and receipt for a cash payment

Record the invoice and cash payment in one operation, then verify the link in the finance register.

Choose a document type and review invoicing settings

Find the working documents, numbering series and settings used to issue, preview and send documents.

Send, collect payment and correct an issued invoice

Start with the original document and track customer delivery, payment and fiscal correction separately.

Reconcile documents with cash and bank accounts

Link a receipt or payment to the correct document and check balances by currency.

Follow a customer from first contact to quote

Use the CRM assistant to find incomplete records, opportunities and tasks, then update them in the relevant modules.

Receive goods from a supplier and check payment

Prepare the catalogue and stock location, record receipt of the goods, then check stock and the supplier document balance.

Manage stock and production from warehouse to finished goods

Connect catalogue items, movements, transfers, counts, consumption and production in one workflow.

Prepare monthly personnel records

Follow the links between employees, contracts, timesheets, leave, expenses and verified payroll totals.

Storage & billing

Upload, archive and delete company files

See what counts towards the quota, download files and reclaim space by deleting eligible files.

Add and verify your company's AI API key

Configure a provider and an API model for Ask AI. Each company manages the keys it uses.

Use Ask AI and control the context you send

Choose the company key and context, confirm the provider request and review the result or local report.

Prepare, validate and schedule a communications campaign

Configure the campaign's channel and audience, review the preview and prepare the execution plan.

Simulate and track a batch send

Review the plan in a dry run, approve the live execution separately and check its progress and results.

Use AI assistance in communications and review a reply

Open conversation suggestions, choose the context and manually review a response before sending it.

Check and export D406 and D394 reports for Romania

Select the period, correct source data and distinguish prevalidation, format validation and XML download.

Review B2C pricing, stock and margin

Compare the public price with the company's cost, tax and delivery expenses.

Import and update the catalogue in batches

Validate data and review differences before applying B2C catalogue changes.

Confirm a service request and complete the work

Track the offer, delivery of the service and buyer confirmation on the same order.

Reconcile payments, balances and refunds

Review B2C movements by store, order and currency.

Handle B2C returns and disputes

Resolve the commercial case and track any correcting document and refund separately.

Respond to B2C quote requests

Send a structured proposal and follow the negotiation in the original request.

Respond to reviews and moderate customer content

Review the associated purchase, responses and customer media.

Discuss offers and orders with customers

Keep each conversation linked to the right product, service or order.

Find your way around Retail B2C

Locate retail screens and see what needs attention.

Choose and manage categories and subcategories

Classify offers and check which categories are available for assignment.

Connect a catalogue or B2C provider

Configure the company's connection and control the data applied to its catalogue.

Review invoicing for retail orders

Follow the invoice and receipts from the B2C order using the appropriate role.

Verify the store and investigate risk signals

Follow the store's verification file, reputation and quality checks.

Use B2C loyalty, affiliates and sales attribution

Set up optional growth tools and review their results.

Interpret Retail B2C reports

Compare orders, payments, catalogue, reviews and campaigns in the same reporting context.

Configure automation and review B2C launch checks

Review rules for availability, orders, payments, returns and synchronization.

Review premium Retail B2C modules

Check the options available for your company and store.

Use AI Marketplace for catalogue and support work

Draft descriptions, translations or suggested replies.

Set AI governance rules for B2C

Define the information, materials and approvals required.

Prepare and approve a Command Center plan

Turn a commercial request into a plan you can review.

Generate and approve offer media

Prepare catalogue images or video and track approvals.

Propose and apply SEO metadata

Control titles, descriptions and public addresses for the store or offer.

Prepare social posts and commercial tutorials

Create materials from an offer and submit them for approval.

Schedule and verify a social post

Publish an approved package to the company's authorized account.

Prepare newsletters and customer messages

Choose eligible recipients and check the sender and unsubscribe flow.

Compare campaign results and attribution

Review email, social and advertising results by store and currency.

Prioritize store growth work

Review suggestions and keep decisions in the company's context.

Promotion & advertising

Plan and track company promotion

Choose the brand and channels, prepare materials and follow the campaign in its own register.

Create and publish a company Marketplace profile

Complete the company's public profile and check its stores and offers.

Compare B2C offers in the company account

Review public offer details in a comparison list scoped to the company.

Review the public storefront for your store and offers

Follow a visitor's path and verify what appears after publication.

Navigate Wholesale B2B

Identify the active company and open the workspace for wholesale sales or reseller collaboration.

Verify offers in the B2B catalog

Review controlled offers and check what a visitor or partner can see.

Confirm or reschedule a B2B service appointment

Use the company's booking panel to respond to appointment times proposed by resellers.

Approve a reseller's access to your catalog

Manage your company's relationships with resellers and their stores.

Work with partner stores

Review relationships with reseller and dropshipper stores that carry your offers.

Review suppliers and commercial relationships

Identify the catalog source and how the store, partner and supplier are linked.

Record and track a B2B shipment

Maintain a waybill and separate tracking history for each suborder and origin.

Configure B2B payment methods

Check which options resellers can use to pay for your company's orders.

Reconcile B2B payments and receipts

Match payments, receipts and refunds to the correct commercial reference and documents.

Check B2B Wallet and recorded movements

Review balances for reseller relationships and identify operations that need reconciliation.

Review protection for a B2B transaction

Check holds, evidence and links to related returns or disputes.

Resolve a B2B return or service remedy

Handle a return request, quantities, goods receipt and related refund.

Handle a dispute with a reseller

Open or resolve a shared case using evidence and order history.

Calculate B2B margin after returns

Review profitability by company, store, currency and period.

Configure your Wholesale B2B integrations

Add a connection for your company, verify access and prepare a transfer.

Configure and track a B2B promotion

Prepare a campaign for an eligible offer you own and follow moderation and budget.

Use the B2B AI Assistant with your company's key

Choose a local report or send a question through your company's AI connection.

Set up brand rules and supporting evidence

Define the brand profile, supported claims and usage rights for materials used in B2B.

Create and review a B2B AI plan

Build a local or AI-assisted plan and check it before approval.

Prepare and approve an AI product draft

Use AI Product Studio to create reviewable commercial drafts.

Prepare B2B images and videos

Upload, generate and review assets for a product, service or store.

Prepare and apply B2B SEO metadata

Review the title, description and visibility of a page your company controls.

Create editorial content for B2B offers

Draft content manually or with AI for a social channel and verify the claims.

Prepare and track B2B social publishing

Use your own channels, reviewed drafts and provider confirmations.

Set up a sender and B2B email campaigns

Prepare a campaign for eligible recipients and track results for each recipient.

Compare B2B campaign results

Review distribution, advertising charges, attributed sales and net receipts.

Review sales, support and growth proposals

Use company records and retain the approval and evidence for each proposal.

Verify your company's AI and campaign workflows

Run checks on company data and trace the links between plans, content and results.

Review Wholesale B2B commercial reports

Track sales, returns, disputes and margins in the company registers.

Configure and simulate B2B automation rules

Check rules before enabling them and track recorded tasks.

Review trust and commercial risk

Identify signals from catalogs, relationships and transactions and record your review.

Issue a quote and track a B2B agreement

Work with requests for quotes, contract prices, volume tiers, reservations and creator collaborations.

Connect an application to Wholesale B2B data

Configure your company's API access and track authorized transfers.

Run the final Wholesale B2B checks

Verify relationships, offers, orders and supporting evidence before operating commercially.

Review and manage the company setup checklist

See what the server has confirmed, mark reviewed items and manage optional steps.

Convert a supplier order into a goods receipt

Update a supplier and track their documents

Edit the supplier record, export a document and open the conversation linked to a purchase.

Record internal transfers and invoice offsets

Record a transfer between two accounts or offset part or all of the balance between a customer invoice and a supplier invoice.

Reconcile, correct and export financial transactions

Use supporting documents to reconcile entries, record a confirmed refund and export the dataset you need.

Sign in and prepare your partner profile

Start from your reseller or dropshipper account and check your business details before working with suppliers.

Set up your partner stores

Manage your stores, sales markets and the link to the retail storefront.

Find wholesale offers and request supplier access

Compare offers, review the terms and wait for approval for the store that will resell.

Manage products for resale

Find your store’s products, check their source and review storefront publication.

Manage services for resale

Review the description, terms and link between the supplier’s service and your storefront.

Import offers and calculate resale prices

Update supplier selections and check margins before publishing prices.

Shipping & returns

Track orders and supplier shipments

Read the order and track each supplier, origin and shipping reference separately.

Set up payment methods and reconcile receipts

Check checkout availability and the status of funds received as separate steps.

Review balances, withdrawals and profitability

Review the ledger by currency and confirm the amount eligible for a withdrawal request.

Handle returns, disputes and transaction protection

Open a case for the correct order and track receipt, refund and resolution separately.

Integrations

Connect external services and manage API access

Configure connections per store and verify what each connection can access.

Promotion & advertising

Prepare a promotion for your offer or store

Create a draft, verify its target and track review and display.

Check sources and prepare a plan with the B2B assistant

Separate local checks from requests to an AI provider and review the resulting plan.

Prepare drafts, images and metadata for offers

Start from your own source and review the content before applying it to the storefront.

Promotion & advertising

Prepare social campaigns and customer emails

Review the content package, publication connection and recipients before sending.

Reports & insights

Measure campaigns and track growth recommendations

Compare reported data, open the source and save a decision you can verify.

Reports & insights

Analyse activity and review rules and risks

Compare confirmed values and simulate rules before using the results.

Evaluate extensions and run final checks

Check extension status and keep a report of account readiness.

Move from Wholesale to the retail workspace

Find your store and check the difference between your workspace and the customer storefront.

Review products, services and media in the retail storefront

Match the public offer with its wholesale source, category and approved media.

Find businesses, compare offers and track requests for quotes

Check Marketplace information before starting or responding to a request for a quote.

Track retail orders, documents and receipts

Match the customer’s order with its document and confirmed records for the store.

Reply to messages and manage retail reviews

Find the store’s conversation or review and retain the correct order context.

Storage & billing

Review account billing and send support requests

Manage Wholesale account services and track requests sent to FreeBill.