Getting Started with Hisab: Your First E-Invoice in 5 Minutes

Welcome to Hisab! This quick-start guide will have you creating professional, DGI-compliant e-invoices in no time.

Step 1: Create Your Account (1 minute)

Sign Up Process

1. Visit hisab.ma
2. Click "Start Free Trial"
3. Enter your email address
4. Create a secure password
5. Verify your email

Choose Your Plan

During the trial, you'll have access to all features. Select the plan that fits your business after 14 days.

Step 2: Set Up Your Company Profile (2 minutes)

Essential Information

Navigate to Settings > Company Profile and enter:

Business Details:

• Company name (as registered)
• Legal form (SARL, SA, Auto-entrepreneur, etc.)
• ICE number
• IF (Tax ID) number
• RC (Trade Register) number

Contact Information:

• Business address
• Phone number
• Email address
• Website (optional)

Banking Details:

• Bank name
• RIB number
• IBAN (for international clients)

Upload Your Logo

• Recommended size: 300x100 pixels
• Formats: PNG, JPG, SVG
• Transparent background preferred

Step 3: Configure VAT Settings (30 seconds)

Default VAT Rate

Set your primary VAT rate:

• 20% (Standard)
• 14% (Real estate, transport)
• 10% (Banking, hotels)
• 7% (Basic necessities)
• 0% (Exports)

Product-Specific Rates

You can assign different VAT rates to individual products/services later.

Step 4: Add Your First Customer (1 minute)

Customer Information

Go to Customers > Add New and enter:

For B2B:

• Company name
• ICE number
• Tax ID (IF)
• Address
• Contact person
• Email

For B2C:

• Customer name
• Address
• Phone/Email

Import Existing Customers

Have existing customer data? Use our import feature:

1. Download the CSV template
2. Fill in your customer data
3. Upload and import

Step 5: Create Your First Invoice (30 seconds)

Quick Invoice Creation

1. Click "New Invoice" on the dashboard
2. Select or search for your customer
3. Add line items:
   • Description
   • Quantity
   • Unit price
   • VAT rate (auto-filled)
4. Review totals
5. Click "Create Invoice"

Invoice Preview

Before sending, review:

• All information is correct
• Calculations are accurate
• Customer details are complete

Send Options

Choose how to deliver:

• Email: Direct to customer inbox
• Download: PDF for manual sending
• Print: Physical copy if needed

What's Next?

Explore More Features

Now that you've created your first invoice, explore:

Invoice Management:

• Track payment status
• Send reminders
• Generate reports

Customer Management:

• Import customer lists
• View customer history
• Set payment terms

Product Catalog:

• Create service/product templates
• Set default VAT rates
• Quick-select for invoicing

Reports:

• Revenue summaries
• VAT reports for declarations
• Aging reports

Set Up Recurring Invoices

For regular clients:

1. Go to Invoices > Recurring
2. Create a template
3. Set frequency
4. Let Hisab automate

Invite Your Team

Add team members:

1. Settings > Team
2. Add user email
3. Assign role (Admin, Editor, Viewer)

Tips for Success

Organize from the Start

• Use consistent naming conventions
• Categorize customers properly
• Set up products/services early

Stay on Top of Payments

• Enable automatic reminders
• Review aging reports weekly
• Follow up on overdue invoices

Keep Compliant

• Update your company info when changes occur
• Review VAT rates periodically
• Archive all documents properly

Need Help?

Resources Available

• Help Center: Comprehensive guides
• Video Tutorials: Step-by-step visuals
• Chat Support: Quick answers
• Email Support: gethisab@gmail.com

Contact Us

Questions? Our team is here to help:

• Live chat: Available 9AM-6PM
• Email: gethisab@gmail.com
• Phone: +212 5XX-XXXXXX