Group.svg

<h2>Setting up your account</h2>
<ul>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368191" target="_blank" rel="noopener noreferrer">Adding your company information</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036007892" target="_blank" rel="noopener noreferrer">Adding your company logo</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036008472" target="_blank" rel="noopener noreferrer">Adding your payment details on your invoices</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036008292" target="_blank" rel="noopener noreferrer">Editing your invoicing settings</a></li>
</ul>
<h2>Creating your first invoice</h2>
<ul>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368491" target="_blank" rel="noopener noreferrer">Creating and sending an invoice</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368671" target="_blank" rel="noopener noreferrer">Changing your invoice numbering prefix from 'TEST'</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368691" target="_blank" rel="noopener noreferrer">Invoice layout</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368831" target="_blank" rel="noopener noreferrer">Invoice line types</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036370091" target="_blank" rel="noopener noreferrer">Discounts on invoices</a></li>
</ul>
<h2>Advanced functions</h2>
<ul>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036008832" target="_blank" rel="noopener noreferrer">Creating down payments</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368271" target="_blank" rel="noopener noreferrer">Importing multiple customers</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368511" target="_blank" rel="noopener noreferrer">Importing multiple products</a></li>
</ul>

As you know, Zervant has been part of&nbsp;Ageras&nbsp;for a
 few years already. You've been seeing some of our new colours at the top of our
 website for a while now, and you will soon see them a lot more!&nbsp;&nbsp;


 <span style="color: #002e33; font-family: roboto, ' helvetica neue' , helvetica, arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: -webkit-left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"><img src="https://skilled-power-8bd28470f8.media.strapiapp.com/Zervant_to_Ageras_7c8e830bb7.png">

<h2 id="h_01J3CMK752XMHZ3RXQEPY5QZFR">Help Centre &amp; Customer Support</h2>

 In a few weeks, the Help Centre will move over to our new website at Ageras.com.
 In practice, this doesn't change anything for you, however it is important to
 note&nbsp;that
 replies to your queries will no longer come from Zervant, but from Ageras starting next month.&nbsp;

<h2 id="h_01J3CMK9VWGVP6TAQRQHN7NS19">Changes to Zervant</h2>

 Zervant will&nbsp;adopt the new colours very soon. This will come with a few
 changes to the layout for a more modern feel. We cannot wait for you to see this!
 ✨

<h2 id="h_01J3CMKCQ4EDHPYAWZ6ASKJE04">The future with Ageras</h2>

 In the long run, Zervant being part of Ageras means a lot of new features, improved
 service and support levels, and a lot more!&nbsp;


 Here is a little glimpse into the future, where you will start seeing this name
 more and more:&nbsp;


 <img src="https://skilled-power-8bd28470f8.media.strapiapp.com/Untitled_design_7_1a304b3f23.png">


 This might feel like a big change, so please do not hesitate to reach out&nbsp;should
 you have any questions or concerns. We're always there for you!&nbsp;

<div>
In one word: yes! Zervant offers you the possibility to create and send invoices via email or download them in PDF format, free of charge.
 
<h2 id="h_01HXH60EHMP3RZJ5EA6027WHGE">Limitations to the free offer </h2>
However, note that our free offer is subject to certain limitations. You can take advantage of this free service for up to 5 invoices and 5 clients. Beyond this limit, you will need to subscribe to a Premium subscription.
 
<h2 id="h_01HXH5ZYRNNFGVSF45T1ZE4MWN">Why Free?</h2>
Our vision is to simplify the administrative management of entrepreneurs. We understand that managing invoices can be an additional burden in the already busy daily lives of entrepreneurs. That's why we firmly believe that a tool that facilitates this task is essential. In this perspective, we want to support entrepreneurs by offering them an efficient invoicing solution at no initial cost.
 
<h2 id="h_01HXH5ZVC7RVDWJWPXVS748PZP">Premium Services</h2>
Although our basic offer is free, we also offer a range of premium services for those who wish to access additional features and increase their efficiency. These premium services offer benefits such as the ability to manage an unlimited number of invoices and clients, as well as tools to facilitate the payment process. These services are designed to meet your various needs and help you thrive in your business.
</div>

<div class="article-body markdown">
You have multiple options to download your invoices from Zervant. We also plan to improve our reports in the future to make the export as clear as possible for your accounting.
 
<h2 id="h_01HTM527ND9S9J414QKVM6VB0R">A list of invoices from a certain customer as a .csv file</h2>
<ol>
<li style="font-weight: 400;">
Go to the tab >Customers and select a customer</li>
<li style="font-weight: 400;">
Click the tab >Invoices on the right side of the screen
</li>
<li style="font-weight: 400;">Click on the >three parallel lines on the top right corner of the list to download <img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360065225712_09c7fdb012.jpg" alt="Download_data_from_customer_as_csv.png" width="605" height="388"> </li>
</ol>
 
<h2 id="h_01HTM527NDB9M4NJGDS7RNRBE9">A list of invoices with a certain status as a .csv files</h2>
</div>
<div class="article-body markdown">
<ol>
<li style="font-weight: 400;">
Go to the tab >Invoices
</li>
<li style="font-weight: 400;">
Choose a filter (e.g., All, Outstanding, or >More: Overdue, Paid, Deleted)
</li>
<li style="font-weight: 400;">Click on the >three parallel lines on the top right corner of the list to download</li>
</ol>
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18108819599261_d99d0b576c.jpg" alt="e.png">
 
<h2 id="h_01HTM527NDF0K33J2GHQ0EDEV6">Invoices from a certain period (multiple file type options)</h2>
<ol>
<li style="font-weight: 400;">
Go to the tab >Reports
</li>
<li style="font-weight: 400;">
Select >Sales report 
</li>
<li style="font-weight: 400;">Set your >Date range </li>
<li style="font-weight: 400;">
Click on the >Download report drop-down menu
</li>
<li style="font-weight: 400;">>Select the relevant file type to download your invoices</li>
<li style="font-weight: 400;">All invoices in the selected date range are downloaded as pdf files in a zip file.</li>
</ol>
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17982540771357_842ea0c0e5.jpg" alt="Sales report new.png">
</div>
<div class="article-body markdown">
 Read more about <a href="https://support.zervant.com/hc/en-gb/articles/360036368751" target="_blank" rel="noopener noreferrer">Zervant’s reports</a>.
</div>
<div class="article-body markdown"> </div>

When you refer Zervant to a friend, everyone wins. If your friend uses your personal referral link and signs up to one of our Premium plans, you’ll receive a cash reward and your friend will be able to use our Premium tools free for 30 days (free trials apply to pay-monthly plans only). Skip to the bottom to see the current referral rewards.
 <img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_11900505985309_7ceca20a1b.jpg" alt="Referral">
 
<h2 id="h_01HGWWPSNKK3P1E9HRTX900Z80">
How to use the referral link 
</h2>
<ol>
<li>
 Log in to Zervant and go to My Account > Refer Zervant
</li>
<li> Here, you will find a personal referral link that you can copy and share with anyone, as many times as you like. Share the link anywhere, over email, text message or social media.</li>
<li>
 Your friend can access Zervant through this link and create a new account. This new account will be subsequently counted as a "referred-account". If your friend does not use this link, their account will not be counted as one of your referrals.
</li>
<li> After setting up the referred-account, your friend can immediately use the free version of Zervant (check the notes below for more details).</li>
<li>
 To get your reward, and for your friend to get their 30 days of free Premium, your friend needs to subscribe to one of our <a href="https://www.zervant.com/en/pricing/">Zervant Premium plans.</a>
</li>
<li>
 Once your friend has subscribed, we will pay the reward to the bank account that you have entered under My Account > Payment methods. 
</li>
</ol>
For example, if your friend subscribes to the GROWTH monthly plan, they will receive 30 DAYS free use of the Premium tools and you will receive £54 every three months for 1 year, assuming they are subscribed to the same plan.
<h2 id="h_01HGWWPSNK3Z3C5DEVGAPJ06RW"> </h2>
<h2 id="h_01HGWWPSNK1PKBX318P84QCYE1">The Rewards</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Your friend will get an extended free trial of 30 days to one of our Zervant premium subscriptions (applies to monthly plans only).</li>
<li style="font-weight: 400;" aria-level="1">You’ll be rewarded the equivalent of 50% of their subscription fees (excluding VAT), paid quarterly, for 1 year. </li>
<li style="font-weight: 400;" aria-level="1">Please note that a valid bank account number (IBAN) is a prerequisite for a payout. Please also note that missing bank account details will result in the inability to process payments, even retrospectively.</li>
<li style="font-weight: 400;" aria-level="1">Rewards are paid quarterly and depend on the referred-account subscription fees that have not been disputed.</li>
<li style="font-weight: 400;" aria-level="1">You can refer Zervant to as many people as you want.</li>
<li style="font-weight: 400;" aria-level="1">
You can find the full terms of the referral programme <a href="https://www.zervant.com/en/referral-terms/" target="_self">here</a>.
</li>
</ul>

There might be multiple reasons for this issue, but the most common reasons we encountered are:
 
<h2>Browser Cache issues</h2>
Browser cache issues or problems with cookies might interfere with page information saving. Clearing the browser cache/cookies or browser data usually solves the issue. 
 
<h2>Ad-blocking add-ons</h2>
Our software relies on data that comes from various sources and it can happen that one of them is blocked by an ad-blocker. To ensure full functionality of the software, we recommend you to disable ad-blocker on our site or temporarily disable it, so that Zervant can function properly.
 
<h2>Safari Private Window</h2>
In the past, there have been issues when using the Safari browser in its "Private Window". You can identify a private window in Safari from its dark 'Smart Search' field with white text. Due to the way Safari handled cookies and cache in this mode, Zervant would not work correctly. If that issue reappears, open a new window on Safari not using the "Private Window"-function.

<div class="article-body markdown">It is possible to import your <a href="https://support.zervant.com/hc/en-gb/articles/360036368271-Importing-multiple-customers" target="_blank" rel="noopener">customer</a> and <a href="https://support.zervant.com/hc/en-gb/articles/360036368511-Importing-multiple-products" target="_self">products/services</a> databases in .xls or .csv files to your Zervant account. Unfortunately, we do not offer a feature to import invoices from other software. </div>
<div class="article-body markdown"> If you want to have your old invoices in Zervant, they can be created manually (one by one), just go to the >Invoices tab and click >New invoice.</div>

The short answer is no. It is not possible to integrate Zervant with other software nor is the Zervant API open for now.
This is something we are currently working on in the form of bank account integration. If you have any suggestions about which software you’d like to see Zervant integrate with, don’t hesitate to provide us feedback via the contact form.

In 2018, the <a href="https://www.batiactu.com/edito/confusion-autour-mise-place-logiciel-anti-fraude-a-51743.php" target="_self">anti-fraud legislation in France changed</a> so that our software is not affected by it. This law only concerns cash register softwares which Zervant is not, thus a certificate is not required from us.

Currently it is not possible to export your accounting data in DATEV format.

Zervant is an online invoicing software. With Zervant you can create an unlimited number of invoices and estimates, send them to your customers and track your invoice status. You can also follow your income with different financial reports, for example a transactions report that you can export to your accountant.  Our core offering, sending invoices via email and downloading them as PDFs, is free. Alongside this, we also offer several <a style="font-size: 14px;" href="https://www.zervant.com/en/features/" target="_blank" rel="noopener">Premium Features</a>, such as payment reminders, e-invoices and sending invoices by post, allowing you the most efficient and convenient ways to invoice your customers. The product is currently localised for eight countries: the United Kingdom, the Netherlands, France, Germany, Austria, Belgium, Sweden, and Finland. You are able to use Zervant from other countries, as we also have an international version that does not contain any country-specific settings (Note: Premium Features are currently unavailable for countries outside our localised countries). Zervant can also be used for international sales, for example together with TransferWise. Instructions on how to enable this can be found <a href="https://www.zervant.com/en/news/zervant-transferwise-a-perfect-match-for-exporters/">here</a>. We focus mainly on providing our services to small businesses and entrepreneurs, but there's no limit to the type of business or company you can use Zervant with. Zervant is also designed to be as flexible as possible, so different industries can use our services. You can add information related to your own activities in the empty fields provided (e.g. Message, Footnote). We also recommend checking with your accountant that the reports created with Zervant are sufficient for your business.

<div class="article-body markdown">
The current version of Zervant does not support inventory management. However, you do have the option to import your <a href="https://support.zervant.com/hc/en-gb/articles/360036368511-Importing-multiple-products" target="_self">product database</a>.
<div> </div>
</div>

Self-billing is an arrangement between a supplier and a customer. Both customer and supplier must be VAT registered. The customer prepares the supplier's invoice and forwards a copy to the supplier with the payment. 
 
Unfortunately our software does not support self-billing at this time. 
 
Find out more about Zervant's <a href="http://www.zervant.com/en/billing-software">billing software</a>.

At the moment you can define prices to two decimal places (e.g. 9,99 €).

You can create and send invoices from your Zervant account, but processing purchase invoices with your account is not possible.

Creating different users to access the same account is not possible at the moment. You can only have one username to your Zervant account. 
 
You can share your username with your employees to give them access to the account, but we do not recommend using it on multiple devices at the same time. Zervant is a cloud based software, and there will likely be problems with data integrity if one account is used simultaneously in different tabs/browsers/computers. 
 
Creating different Zervant accounts to manage invoicing for one company is not recommended either, because the software allows Company IDs and VAT numbers to be used only once. Multiple accounts also would not sync with each other's automatically. 
 
Having different user roles to one account is a highly requested feature, and we hope to implement it in the future.

<div class="article-body markdown">Servers We use <a href="https://aws.amazon.com/" target="blank">Amazon Web Services</a> (AWS) servers to store your data at a secure location within Europe (London, Ireland or Frankfurt). AWS provides state of the art physical and environmental security, so you can rest assured that there is no safer place for your data. You can read more about security at AWS data centres <a href="https://d0.awsstatic.com/whitepapers/Security/AWS_Security_Whitepaper.pdf" target="blank">here</a>. Secure connections All our connections use Secure Sockets Layer (SSL) encryption, the same level of security as online banking systems. All the various components that make up our system, including networks, servers, and our database are distributed to at least two different data centres at separate locations. This means the availability of our service is not affected, should there be an issue at one of the locations. Backups We make daily backups of everything to ensure that no information is lost (in case of, for example, disaster recovery). Please remember that you own your data, and as such should ensure you also have your own backup copy. Check <a href="https://support.zervant.com/hc/en-gb/articles/360036008772-Exporting-several-invoices-at-once" target="_self">here </a>for information on how to export your data. </div>

We have created a guide for you on how to convert XLSX files into PDF files on Microsoft Excel if that is the format that accommodates your reporting needs. In this article, we use the "Transactions report" for accountants as an example, but you can apply the instructions for <a href="https://support.zervant.com/hc/en-gb/articles/360036368751-Downloading-your-Zervant-Reports" target="_self">any report that you can download from Zervant</a>.
 
<h2>How does it work?</h2>
1. Download your report from Zervant as an .xlsx file under the tab >Reports. 
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360054211811_xls_into_pdf_2_91338fff00.png" alt="Download your report as an .xlsx file">
 
2. Create a sheet on your workbook for every type of transaction: Created invoices, Received payments and Sales receivables on different sheets on Excel. Copy the transactions that you want to place on a separate sheet, press the plus button at the bottom of the page to create a new sheet, and paste the transactions to the new sheet.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360057961872_xlsx_to_pdf_part_1_d5f6546959.png" alt="Create a separate sheet for each transaction"> 
3. When you have separated all the different transactions to their own sheet, add the total to the end of each sheet at the bottom of the column for the gross total. Write =SUM at the bottom of the column with the gross total, to add the total for this column. Then mark the sums that you want to be shown in the total and press enter.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360058117431_xlsx_to_pdf_part_3_fa1412a7a0.png" alt="Add the total to the end of the column with the gross total"> 
4. Go to the page layout and set the Orientation as Landscape. Select the >Print area button to set the Print area on the sheet. This action will reveal lines on the sheet which will show the print area.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360058117451_xlsx_to_pdf_part_5_2312404ea7.png" alt="Set the oriantation to landscape and set the print area after this"> 
5. Optimise the size of the columns by making them smaller or bigger. Remember to keep the columns inside the print area.
6. Finally, select >Print and >Save as pdf. Make sure that you save it as landscape and that you have chosen the entire workbook.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360057961892_xlsx_to_pdf_part_6_2ddfca6ca6.png" alt="Save the pdf with the correct settings by choosing Print -> Save as pdf">

If you have a company in Sweden that sells products or services, you have to claim VAT from your customers (Output VAT). This VAT is not a cost, rather a tax you claim from your customer and forward to the tax authorities. 
 
You also pay VAT for products or services you buy for your company (Input VAT). You will then later receive this VAT back from the tax authorities. 
 
When you declare the VAT at the end of your VAT return period, and the amount you pay or receive is calculated as the difference between the Output VAT and Input VAT.

First steps

Setting up your account

Creating your first invoice

Advanced functions