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 or contact support.
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.
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.
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.
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 and Plan and subscription.
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 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.
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.
Does ERP Instfy integrate with other tools?
Yes. Settings has tabs for email, Slack, Twilio (SMS), Zoom, Google Calendar and Webhook. See 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, Quotations and Sales invoices.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Support
How do I open a ticket with Instfy support?
Open a ticket through Helpdesk in the ERP sidebar (see 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.
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 and Helpdesk.
Where can I find the meaning of terms such as income statement (P&L) or credit note?
In the 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.