# Frequently asked questions

Quick answers to the most common questions from new ERP Instfy customers: access, setup, sales, finance, HR and support.

We have gathered here the questions new customers ask most in their first weeks. Each answer is short and points to the page that explains the topic in detail. If your question is not here, see [Troubleshooting](#/troubleshooting) or contact [support](#/contact-support). [[roles: Company, Employee, Client, Vendor]] ## Access ### What is the address to log in to ERP Instfy? The login page is at https://erp.instfy.com/login and new company sign-up is at https://erp.instfy.com/register. The system runs in the browser, with no installation. See [First access and login](#/first-access). ### How do I change the system language? The interface is in English by default. Click the language selector in the top bar, which shows the current language (for example, English), and choose the language you want. See [Getting to know the interface](#/interface). ### I forgot my password. How do I recover it? On the login screen, use the forgot password option and follow the link sent by email. If the email does not arrive, the company administrator can reset the password in *User Management > Users*. See [Users and roles](#/user-management). ### Why don't some modules appear in my menu? The menu shows only the modules included in the company's plan and allowed by your role. See [Roles and permissions](#/user-roles) and [Plan and subscription](#/plan). ## Setup ### What should I set up first? Company details, brand, currency, system preferences and email sending, all in *Settings*. Then, roles and users. The [Implementation roadmap](#/erp-onboarding) shows the complete order. ### How do I put the company logo on invoices? Upload the logo in *Settings > Brand Settings* and fill in the details in *Settings > Company Settings*. Click Save Changes in each tab. See [Company settings](#/settings). ### How do I add my team? Create the roles in *User Management > Roles* and then the users in *User Management > Users*, assigning a role to each person. See [Users and roles](#/user-management). ### Does ERP Instfy integrate with other tools? Yes. Settings has tabs for email, Slack, Twilio (SMS), Zoom, Google Calendar and Webhook. See [Integrations](#/integrations). ## Sales ### What is the difference between a proposal, a quotation and an invoice? Proposals and quotations present prices and terms to the customer before the sale. The invoice records the sale made and the amount receivable. See [Proposals](#/proposal), [Quotations](#/quotation) and [Sales invoices](#/sales-invoice). ### How do I record a sales return? Use *Sales Invoice > Sales Invoice Returns*, linking the return to the original sale. See [Sales invoices and returns](#/sales-invoice). ### Can I sell over the counter with ERP Instfy? Yes, with the POS module. You make the sale in *POS > Add POS*, track it in *POS > POS Orders* and print labels in *POS > Print Barcode*. See [POS](#/pos). ### Where do I track leads and opportunities? In the CRM module, under *CRM > Leads* and *CRM > Deals*. Pipelines and stages are set up in *CRM > System Setup*. See [CRM: leads and deals](#/crm). ## Finance ### Where do I add bank accounts? In *Accounting > Banking*. Add one account for each bank or cash account, with the opening balance, so the balances match your statements. See [Finance and accounting](#/accounting). ### How do I record that a customer paid an invoice? Record the payment in *Accounting > Customer Payments* or from the invoice itself, when the screen offers that option. The invoice and bank account balances are updated. See [Finance and accounting](#/accounting). ### Where can I see the income statement (P&L) and the balance sheet? In the *Double Entry* group: *Profit & Loss* (income statement), *Balance Sheets* (balance sheet), *Trial Balance* (trial balance) and *Ledger Summary* (ledger). See [Double entry and reports](#/double-entry). ### Can I plan the annual budget? Yes, with the *Budget Planner*: create the periods, set the budget and allocations and track it in *Budget Monitoring*. See [Budget planning](#/budget-planner). ## HR ### Where do I start with the HR module? Set up branches, departments and positions in *HRM > System Setup* and then add employees in *HRM > Employees*. See [HR, attendance, leave and payroll](#/hrm). ### How do I generate employee payslips? Set each person's salary in *HRM > Payslip > Set Salary* and run payroll in *HRM > Payslip > Payroll*. See [HR, attendance, leave and payroll](#/hrm). ### Does ERP Instfy track vacation and leave? Yes. Create the types in *Leave Types*, record requests in *Leave Applications* and check balances in *Leave Balance*, in the *HRM > Leave Management* group. See [HR](#/hrm). ## Support ### How do I open a ticket with Instfy support? Open a ticket through *Helpdesk* in the ERP sidebar (see [Helpdesk](#/helpdesk)), describing the problem, the screen and what you have already tried. If you prefer, write to relationship@instfy.com or call +1 (689) 305-0884. See [Support and contact](#/contact-support). ### Can I serve my own customers through the ERP? Yes. The *Support Ticket* module has tickets, a knowledge base, FAQ and contact. See [Tickets and knowledge base](#/support-ticket) and [Helpdesk](#/helpdesk). ### Where can I find the meaning of terms such as income statement (P&L) or credit note? In the [Glossary](#/glossary), with the most used terms in the ERP and links to the pages where they appear. ## Next steps Didn't find the answer? See the most common problems and how to solve them. :::related troubleshooting, glossary, erp-onboarding, contact-support :::