Frequently asked questions
Where do I sign in?
At erp.simafri.com, with your email address and your password. Your subscription and your Simafri invoices are followed at my.simafri.com. See Getting started.
How do I correct an invoice already issued?
By raising a credit note from the invoice: full to cancel it, partial to reduce its balance. Both pieces stay readable side by side, which is exactly what an audit expects. See Quotations, invoices and credit notes.
Can I change a document before it goes out?
Yes, as long as it is a Brouillon (draft): it can be changed and deleted freely, and it does not carry a number yet. The Émettre (Issue) button freezes it and gives it its number.
How are my invoices numbered?
By a continuous series, specific to your company, the document type and the financial year, in the form FAC-2026-00001. Numbers follow one another without gaps, and an abandoned draft consumes no rank.
Can I invoice in several currencies?
Yes. Each document carries its currency, the exchange rate is frozen on the day of issue, and your company keeps its books in its own currency. The exchange difference is recognised when a payment is allocated and comes out in your exports.
How do I send an invoice to my customer?
The PDF button on the document produces the piece ready to send, in the language and under the template of your company. To be paid online, add a payment link issued from Payment methods. See Payments and reminders.
How do I collect by card?
Set up your collection rail under Encaissement, Moyens de paiement (Collection, Payment methods) with your own provider keys, then issue a payment link for the invoice due. Your customer pays online, the money arrives in your account, and the payment is recorded and allocated on its own.
A customer has paid part of an invoice, what happens?
The amount actually paid is recorded, allocated up to the balance, and the invoice stays due for the difference. The other way round, a larger payment leaves the surplus available on the payment for a future invoice.
How do I chase overdue invoices?
Set your steps under Encaissement, Relances (Collection, Reminders), for instance 7, 15, 30 days after the due date, and turn on Relancer automatiquement. The sweep records the reminders due every day, with the invoice, the step and the balance to claim. The Balayer maintenant (Sweep now) button runs it on demand.
A supplier's invoice does not match my calculation to the cent, what should I do?
Enter the amounts as printed on their invoice, tax included: their paper is what counts. The recorded piece then claims exactly what they claim, and settles exactly. See Purchases and suppliers.
How do I give access to a colleague?
At the Owner rank, open Le compte, Accès (The account, Access), then Ouvrir un accès (Open an access): their name, their email address, their rank (Propriétaire, Gestionnaire or Opérateur) and the companies in their scope. A password is drawn at random and shown once, to pass on to them, and the person then changes it from Mon accès (My access). See Your account and your companies.
How do I change my password?
Under your name, at the bottom of the left-hand menu, open Mon accès (My access): you give your current password, then the new one twice, twelve characters at least. Your other sessions close at that point. It is the gesture that makes your access truly yours, the one you received having been drawn by somebody else.
Someone is leaving the company, how do I close the door?
From Le compte, Accès, open their record and use Suspendre l'accès (Suspend access): their current session closes, and the door is shut from the next sign-in. Rétablir (Restore) reopens it later with a fresh password. Your account always keeps an active owner, and everyone is suspended by someone other than themselves.
A colleague has lost their password, what should I do?
Open their record in Le compte, Accès, then Donner un nouveau mot de passe (Give a new password): the new one is shown once, to pass on to them, and their open sessions close. For the last owner of the account, your Simafri support channel takes care of it.
How do I follow my stock?
Open Stock, État du stock (Stock, Stock level): the products in your catalogue, the quantity on the shelf and the last movement. An item record carries its log, goods in or out by hand, stocktaking and the Prévenir sous (Warn below) threshold. When an invoice is issued, the invoiced quantity goes out on its own. See Stock.
How do I check that my books say what the bank put through?
Declare the account in Banque, Comptes en banque (Bank, Bank accounts), load its statement in CSV format, then reconcile each movement with the matching payment in Banque, Rapprochement (Bank, Reconciliation). The screen offers you the payments of the same amount within seven days, and you are the one who decides. See Bank and reconciliation.
Can I load the same statement twice?
Yes: a line already loaded is recognised and set aside, so nothing is doubled. The file is in fact read and checked in full before a single line comes in, and the bank's two balances, when you give them, prove that the file was complete.
How do I output my accounting journal?
Load your accountant's chart of accounts in Comptabilité, Plan et cartographie (Accounting, Chart and mapping), map each role to its account, then, in Comptabilité, Export comptable (Accounting, Accounting export), set the period and click Exporter le journal (Export the journal). You get a CSV in balanced entries, three journals, in the company's bookkeeping currency. See Accounting export.
How do I attach the scan of a supporting document to an invoice?
On the record of the document or of the received invoice, the Pièces jointes (Attachments) box takes your files: PDF, images, office documents and text files, up to 25 MiB each. The file stays attached to that document and downloads again in one click. See Attachments and supporting documents.
How do I add a company to my account?
Send the request to your Simafri support channel. The company is added to your account and appears in the selector at the top of the menu, with its own settings, its own mentions and its own numbering series.
How do I hand my entries to my accountant?
Through the accounting journal of Comptabilité, Export comptable (Accounting, Accounting export), under the numbers of their own chart. The spreadsheet exports remain on every list screen (documents, parties, catalogue, payments, received invoices and outgoing payments), with the VAT table of one line per rate. Amounts come out exact, with the currency in a column of its own.
How do I contact Simafri?
Through your Simafri support channel. Every exchange and every file stays attached to your file there, which speeds up handling and keeps information from getting lost.