Folnaro Help
Invoices, time and receipts. On your Mac. Step by step instructions for working with Folnaro.
/
Type a term, such as reminder, XRechnung or timer.
Get started
- Getting started Setup, business profile and sample data
- Bring over your data Switch from SumUp, lexoffice and sevDesk
- The Overview The month at a glance and what comes next
- Search and Capture Find anything and create records quickly, even from other apps
- Settings Every settings pane and what it is for
- Subscription and trial Folnaro Pro and what stays available afterwards
Sales
- Customers and products Keep your records up to date, import and merge them
- Quotes Quotes, order confirmations and delivery notes
- Invoices Create, check, finalize and output
- Recurring invoices Invoices that come back on a schedule
- Send by email Email account, senders and email templates
- Document design Letterhead, logo and layout of your PDFs
- Payments Payments, refunds and write-offs
- Reminders Payment reminders, reminder levels and fees
- Correct and cancel What you can still do after finalizing
- E-invoices Create, check and receive XRechnung and ZUGFeRD
- Self-billing Statements your customers issue for you
Time, expenses and bank
Taxes
Data and app
- Sync with iCloud Folnaro on several Macs
- Backup and export Backups, archive and retention
- Privacy and App Lock Where your data lives and how to protect it
- Agents through MCP Connect Claude and other agents to Folnaro
- Folnaro on the Mac Widgets, menu bar, sharing, Shortcuts and more
- Keyboard shortcuts Every key at a glance
- Troubleshooting Known causes and next steps
- Tax and bookkeeping terms Short explanations
Note Folnaro calculates from the details you enter and the legal rules it knows. Whether your books are complete and which tax rules apply to you is something to settle with your tax advisor.