{"id":147245,"date":"2026-09-22T09:37:10","date_gmt":"2026-09-22T09:37:10","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=147245"},"modified":"2026-09-23T11:34:22","modified_gmt":"2026-09-23T11:34:22","slug":"how-daftra-works-and-where-to-start","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/how-daftra-works-and-where-to-start\/","title":{"rendered":"How Daftra Works and Where to Start"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra is a comprehensive business management system (ERP) that combines invoicing, sales, inventory, accounting, HR, and more within a single account, divided into &#8220;apps&#8221; so you can activate only what your business needs. This guide explains: how to set up your account for the first time, how e-invoicing works and how it integrates with tax authorities, then a quick overview of the most commonly used apps and how they connect to each other.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Setting Up Your Account After Registration<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">After creating your account and completing your registration details, here are the most important settings to configure before actually starting to use the system:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/change_settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">Account Settings<\/a><\/strong>: company information, logo, currency, language, timezone, and date format.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/plugin_manager\/2?direct_access=1\" target=\"_blank\" rel=\"noopener\">Apps Manager<\/a><\/strong>: enable or disable the apps your business needs (invoicing, inventory, accounting, employees, point of sale, and others) at any time.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">Branches<\/a><\/strong>: if your business operates from more than one location, you can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">add a new branch<\/a> and specify the main branch.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/stores\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\"><b>Inventories<\/b><\/a><\/strong>: if you sell products (not just services) and need to track quantities across more than one storage location, you can add your inventory from here (requires the Inventory app to be activated).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Users and their permissions<\/strong>: <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/staffs\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">add your team members<\/a> as system users, and set a job role and permissions for each of them from the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/roles?direct_access=1\" target=\"_blank\" rel=\"noopener\">Roles &amp; Permissions page<\/a>.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Where Do I Start Using Daftra?<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you&#8217;re using Daftra for the first time, here&#8217;s the suggested step-by-step path:<\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">Add your first client<\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/products\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">Add your first product or service<\/a> that you offer.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If your business requires government e-invoicing, activate it from the <strong style=\"color: #111827;\">&#8220;Electronic Invoicing&#8221;<\/strong> section in Sales Settings.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">Create your first invoice<\/a> for your client by selecting the product\/service you sold them.<\/li>\n<\/ol>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Electronic Invoicing and How to Connect It<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra supports linking invoices directly with government e-invoicing systems in several countries, so the invoice&#8217;s data is automatically sent to the relevant tax authority upon saving. The level of complexity and requirements varies by country:<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Saudi Arabia (Fatoora \/ ZATCA)<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The most technically integrated: the invoice is built in an approved XML format, digitally signed, then sent to the Zakat, Tax and Customs Authority&#8217;s (ZATCA) portal for verification and approval.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Before sending, you must complete a &#8220;Certificate Signing Request&#8221; (CSR) from the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/list_ksa_electronic_invoice_settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">KSA E-Invoicing Settings<\/a>: this requires the tax number (must start and end with the digit 3), commercial registration number, establishment name, activity, address, and a one-time verification code (OTP) obtained from the Fatoora portal. You don&#8217;t need to upload any certificate manually \u2014 the system extracts it automatically from the Authority via an API after these details are provided.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can choose your working environment: the simulation environment (Fatoora&#8217;s testing platform) for testing, or the actual production environment (the Fatoora platform).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Once this app is activated, the invoice number becomes automatically sequenced and can no longer be edited manually<\/strong> (even for someone with permission to edit the invoice number), in compliance with the continuous sequential numbering requirement imposed by the Authority.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the invoice is rejected by the Authority (a data error, for example), the error message linked to that invoice appears so the user can review it and fix the issue.<\/li>\n<\/ul>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Jordan (JoFotara)<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A simpler integration than Saudi Arabia&#8217;s: there&#8217;s no digital certificate or signature, just credentials (Client ID \/ Client Secret) obtained from the Jordanian Income and Sales Tax Department (ISTD), entered in the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/jordanian-einvoice-settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">Jordanian E-Invoicing Settings<\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can enable automatic sending of invoices directly to the government system upon saving.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">There are restrictions specific to the Jordanian system that must be observed, such as not supporting two taxes on the same invoice, and requiring specific tax rates for certain invoice types.<\/li>\n<\/ul>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Egypt (ETA)<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Integration with the Egyptian Tax Authority also relies on credentials (Client ID \/ Client Secret) \u2014 with the ability to set up a testing environment separate from the production environment \u2014 entered in the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/electronic_invoice_settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">Egyptian E-Invoicing Settings<\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Also requires linking item codes and activity type according to the Tax Authority&#8217;s classifications.<\/li>\n<\/ul>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">United Arab Emirates<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Basic settings are available from the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/uae-einvoice-settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">UAE E-Invoicing Settings<\/a>, with the ability to specify tax types and link them to the system&#8217;s taxes.<\/li>\n<\/ul>\n<hr style=\"border: none; border-top: 1px solid #eef0f3; margin: 32px 0;\" \/>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Overview of the Core Modules<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra&#8217;s apps are spread across several main areas, and below are the most commonly used ones in each area:<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Sales<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Clients<\/strong>: a &#8220;client&#8221; represents any party (an individual or a company) you sell to. A client&#8217;s file contains contact details, addresses, balance\/credit limit, and the default currency for dealing with them. When creating any invoice, a client must be selected in order for the invoice to be saved to their account. You can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">browse the client list<\/a> or <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">add a new client<\/a> directly, or add them while creating the invoice itself.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Products &amp; Services<\/strong>: a &#8220;product&#8221; represents any sellable item, whether a tangible good or a service. Each item has its type specified (product\/service), price, unit of measurement, and classification. These items are what&#8217;s selected as line items within invoices and purchase orders. You can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/products\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">browse the products list<\/a> or <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/products\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">add a new product<\/a> while adding an invoice.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Invoices<\/strong>: the invoice is the document that links the &#8220;client&#8221; with the &#8220;products\/services&#8221; sold to them, automatically calculating taxes, discounts, and the total, and can be linked directly to e-invoicing if it&#8217;s activated on your account. You can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">create a new invoice<\/a> directly from here.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Point of Sale (POS)<\/strong>: designed for businesses that sell directly to clients at a store or point of sale (such as retail shops and restaurants), allowing quick invoices to be issued via a simplified sales screen linked to work shifts for each employee. You can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/pos_shifts\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">browse POS shifts<\/a> or <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/pos_shifts\/open?direct_access=1\" target=\"_blank\" rel=\"noopener\">start a new sales shift<\/a> (requires the POS app to be activated).<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Purchases<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Suppliers<\/strong>: a &#8220;supplier&#8221; is the party you buy from (goods or services), used in purchase orders, purchase invoices, and expenses, following roughly the same logic as a client but from the buying side instead of the selling side (contact details, balance\/settlements, statement of account). You can <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/suppliers\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">browse the suppliers list<\/a> from here; adding a new supplier is typically done directly while creating a purchase order, purchase invoice, or expense.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Accounting<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The Accounting app automatically records the financial impact of your operations (invoices, expenses, payments) as journal entries, and provides tools such as the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/chart-of-accounts?direct_access=1\" target=\"_blank\" rel=\"noopener\">Chart of Accounts<\/a> to organize your financial accounts, and <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/cost_centers?direct_access=1\" target=\"_blank\" rel=\"noopener\">Cost Centers<\/a> to allocate revenues and expenses across different departments or projects within your business. This app is essential for any business that needs accurate financial tracking and approved accounting reports.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Human Resources<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The &#8220;Employees&#8221; app allows you to <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/staffs\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">manage your team<\/a> as system users, and specify each employee&#8217;s <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/roles?direct_access=1\" target=\"_blank\" rel=\"noopener\">role and permissions<\/a> (what they can view or edit), with the ability to record employee contracts and track their attendance and departure for each, along with the ability to calculate attendance and issue a payroll sheet at the end of each cycle. If your business needs broader HR management, additional optional apps are available within the same ecosystem for task management (to distribute and track work tasks among employees), which can be activated when needed.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Operations<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">These are apps geared toward specific types of businesses only, and there&#8217;s no need to activate them if your business doesn&#8217;t require them:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/manufacturing_settings?direct_access=1\" target=\"_blank\" rel=\"noopener\">Manufacturing<\/a><\/strong>: for industrial production businesses that convert raw materials into finished products via manufacturing orders and production stages.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Rental Management<\/strong>: suited for businesses that rent out equipment or assets for specific periods instead of selling them.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Construction<\/strong>: suited for construction and contracting businesses that need to track project costs item by item.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/bookings\/index?direct_access=1\" target=\"_blank\" rel=\"noopener\">Bookings<\/a><\/strong>: suited for businesses that rely on appointments and advance bookings (such as clinics, salons, and consultancies).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Workflows<\/strong>: suited for businesses that need custom approval paths or internal approvals on operations (such as approving an invoice or purchase order by more than one party before execution).<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can always browse the available apps and activate what suits you later from the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/plugin_manager\/2?direct_access=1\" target=\"_blank\" rel=\"noopener\">Apps Manager<\/a>.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2043,2069],"tags":[7006,17506,4180,4672,5261,4209,17507,17508,17502,17500,17503,4398,7267,17505,4061,4983,8198,17501,17504],"class_list":["post-147245","tutorial","type-tutorial","status-publish","hentry","category-settings","category-about-daftra","tag-accounting","tag-app-manager-and-activating-apps","tag-apps-manager","tag-bookings","tag-chart-of-accounts","tag-clients","tag-clients-products-and-invoices-basics","tag-cost-center","tag-e-invoicing-and-tax-authority-integration","tag-how-daftra-works-and-where-to-start","tag-how-do-i-get-started-with-daftra","tag-invoices","tag-manufacturing","tag-overview-of-core-daftra-modules","tag-pos","tag-purchases","tag-sales","tag-setting-up-your-daftra-account","tag-zatca-jofotara-and-eta-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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