Questions and answers

Yes, and it takes about ten seconds. There is nothing to download from the Play Store or the App Store, and it uses almost no space on your phone. Once it is there, KatisoBiz opens full screen with your icon, exactly like any other app.

Open katisobiz.co.za in Chrome and log in. On your home screen you will see a card that says Put KatisoBiz on your phone. Press Add to my phone, then press Install when your phone asks. That is it. If you do not see the card, press the three dots at the top right of Chrome and choose Add to Home screen or Install app.

iPhones do not offer a button for this, so it is done by hand and it is easy once you know. Open katisobiz.co.za in Safari, it must be Safari and not Chrome. Press the Share button at the bottom of the screen, the square with an arrow pointing up out of it. Scroll down the list and press Add to Home Screen. Then press Add at the top right. The KatisoBiz icon is now on your phone with your other apps.

Almost none. It is not a download like a normal app, so there is nothing to install and no big file. It uses about the same data as opening the website, because that is what it is.

Yes. Nothing is stored only on your phone. Removing the icon is like deleting a bookmark, your account, your quotes and your invoices are all still there when you log in again from anywhere.

Open the quote, press Issue to give it a number, then press Send on WhatsApp. It opens WhatsApp on your phone with the message ready. You press send yourself, from your own number, so it is not us messaging your customer. Read the full guide: Send a quote

No. They get an ordinary link that opens on any phone or computer. They do not sign up for anything and they do not need an account.

A draft is yours to change as much as you like and has no number. Issuing gives it a number and locks the amounts, which is what SARS expects. A draft does not count towards your monthly document count.

Open the quote and press They accepted, then press Turn this into an invoice. Everything copies across. It arrives as a draft, so you can adjust it for what actually happened on the day before you send it. Read the full guide: Create and send an invoice

Yes. Press + Invoice on the home screen, or New invoice on the Invoices screen. Some jobs never get quoted and that is normal. Read the full guide: Create and send an invoice

Open the invoice and press Fix this invoice. It asks you one question: does the amount need to change? If only the details were wrong, it corrects them and keeps the same number and date. If the amount was wrong, it cancels the old one properly with a credit note and gives you a new one. Both are kept, which is what the law requires. The button only appears once an invoice has been issued, because there is nothing to fix on a draft.

Yes. Issue the invoice as usual, then open Repeat this every month at the bottom of it. Choose the day of the month, for how long (a number of months, until a date, or until you stop it) and when each one is due. On that day each month we make a new invoice with its own number and email it to your customer, or tell you it is ready if you would rather send it on WhatsApp. Each one counts as one of your documents for that month. If you have none left, it waits as a draft and we email you. See and pause them all under Invoices, then Repeating invoices. Read the full guide: Create and send an invoice

Yes, unless you switch it off. When a payment is recorded on an invoice, whether they paid online or you recorded it, we email your customer a thank-you from your business name, with what is still outstanding if they paid part of it. Switch it off under Settings, then Business details.

On the draft invoice, press Already got a deposit for this? Add what they paid. Put in the amount, the date and how they paid, then press Add what they paid. The invoice then shows the full amount, then what they already paid, then the balance still owing. Nothing gets hidden and your VAT stays correct.

On the invoice, press Part payment and type the amount. The invoice shows as partly paid and the balance updates. Do it again when the rest arrives.

The home screen shows what you are owed, and anything past its due date is listed under Who to chase today. Reports shows it broken down by how overdue it is: inside terms, over 30 days, over 60, over 90. That last group is the one to phone about. Read the full guide: Read your reports

Reports, then Customer statement. Pick the customer and the period. It lists every invoice, every payment and the balance at the bottom, and you can email it, send it on WhatsApp, or download it as a PDF or CSV. It is much harder to argue with than a message saying you still owe me for the geyser.

Most small businesses are not, and you do not need to be to use KatisoBiz. You only have to register once your sales pass R2.3 million in any twelve months, and you may choose to register once you pass R120,000. Until then your documents say Invoice and no VAT is added anywhere.

Settings, Business details, and enter your VAT number. From then on your invoices are titled Tax Invoice, show your VAT number and work out the 15% for you. Documents you have already sent do not change, which is correct: they were right when you sent them.

Reports has a VAT turnover section. It adds up your last twelve months of sales and shows you against both markers. It always looks at twelve months no matter which period you picked, because that is how SARS measures it.

Once a VAT invoice goes over R5,000, SARS wants the customer's full name and address on it. KatisoBiz asks at the moment you cross that line rather than letting you send something that is not right.

SARS generally wants five years. KatisoBiz keeps them for you and you can download the lot at any time.

Price list, then Add a price. Give it a name you will recognise, say how it is charged (per hour, per job, each) and put in the price. Read the full guide: Send a quote

Yes. On that line press Save to price list and it is there next time. The line keeps the price you typed.

Yes. On the price, choose Percentage or Rand amount and put in your markup. It shows you what it will actually bill at before you save.

Yes, but it is off until you ask for it. Settings, Business details, Insurance work, then Turn insurance rates on. Each price then gets a private price and an insurance price, and every quote has a choice at the top of which rates to use. Leave an insurance price blank and it just uses the private one.

Start typing in the box above your price list on a quote and it narrows down as you type.

Your appointments, in one place instead of in your head. Add the customer, the day, the time and where, and see today, this week and what is next. It is your own private diary: nothing in it ever appears on any public page.

One tap. Every appointment has a green Send it to them on WhatsApp button that opens your own WhatsApp with the message already written, naming your business, the day, the time and the place. You press send yourself, from your own number, same as sending a quote.

Open the appointment, change the time, and the same green button now sends the new time, already written. Two taps and your customer knows, instead of you typing a message with one hand on a ladder.

No. On an accepted quote there is a button that says Put the job in your diary, and the customer is already filled in. Pick the day and time and send it to them.

No, and that is on purpose. The Diary needs nothing connected to anything: if you can log in to KatisoBiz, you have it.

Yes, on the R49 plan. Settings, Business details, Your logo. It appears at the top of everything you send from then on. Anything already sent stays as your customer received it.

Yes. Settings, Business details, How your documents look. There are five to choose from. The free plan uses Clean; the other four come with the R49 plan.

Because invoice fraud is common here. Someone intercepts an invoice, changes the account number and your customer pays a stranger. The line tells your customer that your details never change and to phone you if they get a message saying otherwise. You can turn it off in Settings if you would rather not have it.

Every invoice link grows a Pay now button. Your customer pays by card, instant EFT, PayShap or Capitec Pay, right there on the invoice, and it marks itself paid automatically. Without it, your invoices still work exactly as before: your customer pays into your bank account the way they always have. Read the full guide: Create and send an invoice

Settings, then Banking. Press Connect Paystack and paste in your Paystack secret key, found in your own Paystack dashboard under Settings, API Keys & Webhooks. It starts with sk_live_ or sk_test_. KatisoBiz checks the key with Paystack before saving it, so a mistyped key is caught immediately rather than failing on your customer.

No. This is your own Paystack account, so payments go straight into it, the same as if you were using Paystack on your own. DigitalFlyer never holds or touches the money, and your key is stored encrypted, never shown back to you in full, only its last four characters.

Not from us, connecting it is included whichever plan you're on. Paystack has its own transaction fees for payments processed through your account, the same fees you would pay using Paystack directly, nothing added by KatisoBiz.

Yes, any time, from the same Banking settings screen. Your invoices go back to showing your banking details only, nothing about invoices already sent changes.

You photograph an expense slip on your phone, KatisoBiz reads the date, the supplier and the amounts off it for you, you check the numbers and tap Business or Personal, and the business ones go into your accountant export with the photos included. No more shoebox of faded slips to type up at year end. It comes with the R49 plan. Read the full guide: Keep your slips for tax

Step 1: press Slips in the menu. Step 2: press Photograph a slip. Your camera opens; take the photo. Step 3: wait a few seconds while KatisoBiz reads it. The slip appears in your list with the date, supplier and amount already filled in. Step 4: press Check and fix the details, make sure every number matches the paper, and press Save. Step 5: tap Business or Personal. That is the whole job, and you can do it at the till while the slip is still in your hand. Read the full guide: Keep your slips for tax

Then you fix it before it counts. What KatisoBiz reads off the photo is a suggestion, nothing more, and it is never treated as fact until you have looked at it. Every field stays editable until the slip goes to your accountant, so a faded total or a strange shop name is a ten second correction, not a problem.

Business slips travel with your accountant export. Personal slips never leave your own view, so you can photograph everything in your pocket without worrying about your groceries ending up in your books. KatisoBiz never decides this for you: the tap is yours, and you can change it any time until the slip has been exported.

Yes. When you choose Other, KatisoBiz asks what it was, and what you type becomes one of your own kinds, at the top of the list next time, on Slips and on Bank. It works the same for money coming in, like Tips or Market stall takings. You can also add your own, rename them or remove them under Settings, then Your kinds of spend and income. Each of your own kinds counts as one of the everyday kinds for your accountant (Seeds and seedlings might count as Materials and stock), so your words show on your screens and your accountant gets a list they can work with. They see both.

Through the same export you already use: Reports, then Export for my accountant. The pack now includes an expenses spreadsheet with every business slip for the period, plus the photos themselves, alongside your invoices and payments. Personal slips are never in it. Read the full guide: Keep your slips for tax

Yes, since 1 November 2026. A slip sent in an accountant export keeps its photo in KatisoBiz, marked as sent to your accountant. Slips exported before then had their photos removed to save space; their numbers are still in your slips list.

No, and this matters. SARS requires you to keep the original slip, on paper or your own scan, for five years. The photo in KatisoBiz is a working copy that saves you typing; it is not a substitute for keeping the original, and DigitalFlyer does not take responsibility for storing it. Treat the paper slip the way you always have.

Yes, while it is still yours: open its details and press Delete this slip, and both the row and the photo go. Once a slip has been exported for your accountant it stays on record, because your books should not have figures quietly vanishing from them.

You add your bank statement, and KatisoBiz sorts it for you. It marks the invoices your customers paid, matches the slips you already photographed, and asks you only about what it cannot work out, one question at a time, in plain words. Your accountant then gets every line with your answer. It comes with the R49 plan.

Step 1: in your banking app or online banking, open the account you use for the business, find Statements or Transaction history, choose the dates (a month at a time is easiest) and download it as a PDF or a CSV file. Some banks call it Export, and some offer OFX, which works too. Step 2: in KatisoBiz, press Bank in the menu. Step 3: press Choose your statement file, pick the file you downloaded, and press Add this statement. A CSV or OFX is read straight away and KatisoBiz tells you how many lines it added and sorted. A PDF takes a minute or two to read: refresh the page to see it. A statement your bank emailed you is often locked with a password, usually your ID number; we cannot open a locked file, so download it again from your banking app instead.

For money that came in: was it the payment for an invoice (KatisoBiz suggests the one it most likely is), business money with no invoice (and what kind: sales, card machine payouts, cash you banked, interest, rent, or Other, saying what it was), or your own money. For money that went out: was it for the business (and what kind of spend, from your own kinds or the everyday ones; Other asks what it was), or for you or your family. Moving money between your own accounts, paying SARS, a loan and a refund are under Something else. Not sure? Press Skip for now and it waits at the back of the queue.

KatisoBiz records the payment on that invoice, dated the day the money reached your bank, and the invoice shows as paid or part paid. If you have the thank-you email switched on, your customer gets it, the same as when you record a payment by hand. If you had already recorded that payment yourself, KatisoBiz sees that and does not ask, so a payment is never counted twice. And when the bank text names the invoice and the amount is exactly what it still owes, KatisoBiz records the payment for you, marked Matched for you. Your customer is thanked by email only when the money arrived in the last 14 days, so adding an old statement never thanks anyone months late.

It goes into your Slips list as a business expense, marked From your bank statement, so it counts in Money in and out and goes to your accountant. A bank line is not a tax invoice, so for a VAT vendor it carries no VAT to claim. If you have the slip, photograph it under Slips as usual: when it is the same amount within a few days, KatisoBiz joins the photo to that line instead of counting the money twice.

No. When you have answered the same way about the same payee twice, like your fuel at the same garage or your monthly phone contract, KatisoBiz sorts the next one for you and shows it as Sorted like last time. You can change any of them.

Press Bank, find the line under What we sorted, and press Change. It goes back into your questions, and whatever the answer did is undone: a payment it recorded comes off the invoice, and an expense it added comes off your slips. Something KatisoBiz matched by itself and you changed is never matched by itself again. A line in a month your accountant has signed off cannot be changed here; ask your accountant.

That is fine. KatisoBiz adds each transaction once, so a second copy, or a statement that overlaps last month's, only adds what is new. If you added the wrong statement, press Remove next to it under Your statements: every line on it goes, and its answers are undone.

Most bank files show your balance after every transaction. KatisoBiz checks that each line, added to the balance before it, gives the balance printed on it. If one does not, that line is marked so you can check the amount against your statement. It usually means the file was changed after it was downloaded.

A CSV or OFX file is read on our own servers in South Africa and is not sent to anyone else. A PDF is read for us by Anthropic in the United States, which returns the transactions and may not use your statement to train its models (our privacy policy, B3.4); the PDF itself is kept in your Papers. In KatisoBiz, your statement shows only to you, to an accountant you have let in under SARS & CIPC, and in the export you send your accountant yourself.

Open the customer from Customers. Type it in the Add a note box and press Save note. It is dated today; if it happened on another day, tap This happened on another day and pick the date first. Every note shows under What has happened on that customer's page, newest first.

On the customer's page, under Next step, tap Set a next step. Say what you need to do and pick the day, then press Save next step. On that day it appears on your home screen under Who to chase today. Press Done when it is done.

One list of everyone worth a call today: invoices past their due date (with a Send a reminder button), quotes you sent a week or more ago that nobody has answered, and the next steps you set yourself that are due. It only shows when there is something on it.

Where a customer is at. A lead asked about work but has not said yes yet. Active is someone you are working for, which is what every customer starts as. Past is someone you are finished with for now. Tap one at the top of the customer's page to change it, and use the buttons above your customer list to show only one kind. To add someone as a lead straight away, tap Add them as a lead on the Customers screen.

Everything you have done with them in one place, under What has happened: quotes, invoices and credit notes, payments, diary appointments, your notes and your next steps, newest first and grouped by month. Tap a quote, invoice, payment or appointment to open it. Their contact details are under Change their details at the bottom.

Only you. Notes and next steps never print on a quote or invoice, never go to your customer, are not on any public page and are not in your accountant pack. Your customers' details are yours: we hold them so KatisoBiz works, and act on your instructions with them.

Yes. Under the note on the customer's page, tap Delete this note, then Yes, delete it. It is gone for good. If you remove a customer altogether, their notes and next steps go with them.

No. Notes, next steps, Lead, Active and Past, the customer's history and Who to chase today are on every plan, the free one included.

Tap SARS & CIPC in the menu and answer a few quick questions about your business: how it is set up, when your year ends and whether you have staff. KatisoBiz then shows what is yours to do, and when, each in one plain sentence, with what you need to have ready. Things are marked Overdue, Due soon, Action required, Coming up or Completed, and the top of the screen tells you your next step.

Every date and rule is checked by our accountant before you see it, and each one shows the day it was checked. Anything that applies to you but is still being checked is listed under Pending verification, by name only, so you never see a date that might be wrong.

No. KatisoBiz gets you ready and reminds you in good time, but it never files anything for you. You, or your accountant, do that on SARS eFiling, CIPC or the other official websites. When you have done one, tap I have done this and it moves to Completed.

We only know what happened from the day you answered the questions. Anything due before that is not marked overdue, because we cannot know whether you did it. If you think you missed something from before, ask your accountant.

We need one detail from you before we can work out that date, usually the day your business was registered with CIPC. The card says what is missing. Tap Add it, fill it in, and the date appears.

Some filings have no date: they are due when something in your business changes, like a director joining or leaving, or your registered address moving. When something changes lists them, with how long you have to tell CIPC or SARS.

Yes, by email: once about two weeks before a date, and once more in its last days, only for dates our accountant has checked. You can switch the reminders off under Settings, then Business details. They only go out while your email notifications are on.

On the card, tap Add the proof. Take a photo of the confirmation or choose the PDF, and it is kept in your Papers as the proof for that date. The card then shows Proof kept.

Yes. On SARS & CIPC, tap Yes, let our accountant in. Our own accountant can then see your dates, your papers and your figures, mark things done once they have filed them for you, and close your books when a period is finished. They never sign in as you, and Stop sharing with our accountant takes their access away straight away.

Your accountant has closed your books up to a date, so anything dated on or before it (invoices, payments, slips) cannot change by accident. If something late really belongs in that period, ask your accountant: they can reopen it, capture it, and close it again, and every reopening is recorded with the reason.

Papers is where you keep the documents you would hate to lose: your registration certificate, letters from SARS, tax numbers, bank statements and contracts. Take a photo or choose a PDF, say what kind it is, and find it again in seconds. Only you can see your papers. You reach them from SARS & CIPC.

Yes. Tap Remove beside it, then Yes, remove it. The file is gone for good, so keep anything SARS might ask for: they expect business records to be kept for years, and your accountant can tell you how long for yours.

No. SARS & CIPC and Papers are on every plan, the free one included.

Look on your KatisoBiz home screen, under Am I making money? It answers in one line, shows what came in, what went out and what is left for your latest months, where your money went, and who you owe. Tap a month to see all of it on Money in and out. It comes with the paid plans.

Because KatisoBiz can only count what it knows about. With money in and nothing going out, it will not tell you all of that is yours. Add your bank statement under Bank, or photograph your slips, and it can give you a real answer.

Money out counts business costs: slips you tapped Business on, and bank lines you answered For the business. Slips and bank questions still waiting for an answer are not counted yet, and the screen tells you how many there are. What you took home, SARS and loan repayments are shown separately under Also left your bank, because they are not costs of the business.

It is a picture of where your money is: what landed in the period less what you spent on the business. It is not your books and not your taxable profit. Your accountant works that out, because things like stock, wear on tools and money still owed to you change the answer. If you are VAT registered, some of the money in is VAT that belongs to SARS, and the home screen shows that amount too.

On your home screen, tap Get this on one page, or open Reports, then One-page report. Choose the months, look at what it will say, and tap Send it on WhatsApp or email, or Open the report. It shows what came in, what went out, what is left, month by month, where the money came from and went, what you took out, who owes who, and your bank balance. It comes with the paid plans.

No. It says clearly that the figures are your own and have not been audited, and that it is not a tax return or a set of financial statements. If your accountant has signed off exactly that period, it says so instead. A bank may still ask for your statements or for financial statements from an accountant. Sort your bank questions and slips first: if any are left, the report says it is not finished.

Open Who I owe in the menu. On a bill you photographed under Slips, tap I have not paid this yet. For one with nothing to photograph, such as a supplier's emailed PDF, tap Add something you owe and say who, how much and by when. The ones to pay first are at the top, and your home screen shows them under Who do I owe? When you have paid one, tap I paid this today. It comes with the paid plans.

No. Money in and out counts money on the day it left, so a bill counts on the day you paid it. Until then it is under Who I owe, and Money in and out tells you how much that is. Your accountant still sees it as an expense on the date of the bill, marked Not paid yet, with a list of what you owe at the end of the period.

Yes, when it is sure: the bank line is exactly the amount of the bill and names the supplier. Otherwise it asks you, Did this pay your bill from this supplier? One tap. If it ticks off the wrong one, tap Change on that line under Bank and the bill goes back on your list.

From the closing balance on the newest bank statement you added, with its date beside it. It is what the bank said on that day, not today. If the lines on that statement did not add up to the balance, we leave it out rather than show you a figure that may be wrong.

Materials and stock, Fuel and travel, Vehicle repairs and licence, Tools and equipment, Phone, data and internet, Rent, water and lights, Wages and helpers, Bank charges, Advertising, Stationery and office, Insurance, and Other. Pick one under What kind of spend? when you check a slip's details. Your accountant sees it in the export.

Because you are not set up as a VAT vendor, so you cannot claim VAT back and KatisoBiz keeps VAT out of your way. If you are VAT registered, add your VAT number under Business details and the VAT box appears. Type only the VAT the slip itself shows.

For VAT registered businesses on the paid plans. Reports, then VAT working paper. It adds up the VAT on the invoices you issued in a VAT period, takes off your credit notes, takes off the VAT on your business slips, and shows what you would pay SARS or what SARS would owe you. Download it as a PDF or CSV for your accountant.

No. It is a working paper for you and your accountant, not a VAT return. KatisoBiz does not submit anything to SARS and is not connected to SARS eFiling. Your accountant checks the figures, and you or they capture the return on eFiling.

The last VAT period that has finished, because that is the one a return is due for. Tap another period to see it, including the one you are in now. If SARS has you on different months, tap My VAT periods are different and pick yours: every two months ending January, March and so on, every two months ending February, April and so on, or every month. On six-monthly or yearly periods, pick your own dates there.

Because we only print a field number where we are sure of it: field 13 is your total output VAT, field 19 your total input VAT, and field 20 what you pay or get back. Check every other field number with your accountant before you capture anything.

Invoices from before you registered for VAT, slips that show no VAT, personal slips, and slips you have not tapped Business on. It also does not handle zero-rated or exempt sales, imports, bad debts or diesel refunds. Your accountant adds those.

Reports, then Get a period checked. Pick the first and last day and press Mark ready for my accountant. Then go to Export for my accountant, pick exactly the same dates and press Create the download link. You get two links: one downloads the pack, the other is where your accountant marks the period checked. Send both.

The period shows Checked by your accountant, with their name and any note. Next, a CA records the sign-off on the same link: their name, practice number and the date. Then it shows Signed off, and the period is locked.

Nothing dated inside a signed-off period can change. You cannot correct the details of an invoice from it, record or remove a payment dated in it, or change, sort or delete a slip dated in it. To fix an invoice from a locked period, use Fix this invoice and choose to cancel or replace it. That makes a credit note dated today, so the signed-off figures stay as they were.

Under Your periods, tap Take it back, then Yes, it is not ready. That only works until your accountant has checked it.

No. It is a record of who checked your figures and when, as they typed it in. It is not a digital signature, not an audit, and nothing is sent to SARS or CIPC.

Your client sends you a link. They make it under Reports, Export for my accountant, by picking the dates and pressing Create the download link. There are two links for the same dates: the download link gives you the accounting pack as one ZIP, and the checking link, which ends in /check, is where you mark the period checked and record a CA's sign-off. Neither needs a login. Both stop working after 7 days, and your client can stop them sooner.

On the checking link you see the business name, its VAT number if it has one, the period, a summary of debits and credits, the VAT working paper totals for a VAT vendor, where the period stands, and any note from the owner. You can download the pack, mark the period checked and record a CA's sign-off. You cannot change any invoice, payment, slip or customer. If something is wrong, tell the owner, who corrects it.

cover.pdf with the totals and where the period stands; invoices.csv and credit-notes.csv for documents dated in the period; payments.csv, the payments against those invoices whenever they were paid; income.csv, the money received in the period whichever invoice it settled; expenses.csv, every business slip with its kind of spend and the VAT the owner recorded; summary.csv, the period's movements as debits and credits; for a VAT vendor, vat-working-paper.csv and .pdf; a documents folder with the invoices and credit notes as PDFs (up to 150 in one pack, the spreadsheets are always complete); and a slips folder with the slip photos still held.

When the owner adds bank statements, the pack carries every bank line in the period in bank.csv: date, description, money in or money out, running balance, and what it was in accounting terms (debtor receipt, income without an invoice with its kind of income, business expense with its kind of spend, with the owner's own kind beside either, owner's drawings, owner's money paid in, transfer between own accounts, tax paid to SARS, loan, refund), the invoice it paid, whether a slip photo supports a business expense (none means no tax invoice and no input VAT), who decided (the owner, a match to a payment or slip the owner recorded, or the owner's earlier answers repeated), and whether the line follows from the running balance. bank-statements.csv lists each statement with its opening and closing balance and whether every line agreed with the running balance. The cover sheet names any dates no statement covers.

It is the period's movements laid out as debits and credits: Bank and cash, Debtors, Sales, VAT control for a VAT vendor, Expenses by kind of spend, and, when the owner has added bank statements, the other bank lines they answered (income without an invoice, owner's money and drawings, transfers between own accounts, loans, refunds, and tax paid to SARS). It is movements only, with no opening balances, and it balances by construction. KatisoBiz keeps no ledger, so treat it as a starting point to post or tick against your own books. The owed-to-the-business figure at the end of the period is on its last line.

Open the checking link. Once the owner has marked exactly those dates ready, you see Mark it checked. Type your name, and your email and a note if you like, then press I have checked these figures. If the owner has not marked those dates ready, the page says so and you can still download the pack.

After the period is checked, the same link shows Record a CA's sign-off. Type the CA(SA) full name, the practice number and the date signed off, choose what kind of work it was (Compilation, Independent review, or No formal engagement), tick the box, and press Record the sign-off and lock the period. Once recorded it cannot be changed.

Neither. It is a record of the details you typed and when. It is not a digital or advanced electronic signature, not an audit opinion, and nothing is sent to SARS or CIPC. Your engagement letter and working papers are still yours to keep.

It is locked. Invoices dated in it cannot have their details corrected, payments dated in it cannot be recorded or removed, and slips dated in it cannot be changed, sorted or deleted. A mistake found later is corrected the way the VAT Act expects: the owner cancels or replaces the invoice, which issues a credit note dated the day it is made, in the current period.

It covers standard-rated sales only: invoices numbered in the period at a VAT rate above zero, less credit notes numbered in the period, and input VAT the owner typed in off business slips. A corrected original is left out; its correction carries the sale. It does not handle zero-rated or exempt supplies, imports, bad debts, diesel or other adjustments, and only fields 13, 19 and 20 carry field numbers. It is not a return and nothing is submitted.

Your client is the responsible party for it under POPIA and DigitalFlyer SA processes it for them as an operator, only on their instruction. The pack has customer names on invoices, so keep it as you keep any client records. The owner's private notes about their customers are never in it.

About the figures, the business owner. About KatisoBiz itself, WhatsApp us on 068 870 7434 or email info@digitalflyer.co.za.

Reports, then Export for my accountant. Pick the period and it makes a link. Send that link to your accountant on WhatsApp or email. They get one file with every invoice, credit note, payment, the money you received, your business expense slips, a summary of debits and credits and, if you are VAT registered, the VAT working paper, as spreadsheets they can open in Excel, plus all the PDFs, your slip photos and a cover page with the totals. Your notes about customers are never in it. Read the full guide: Read your reports

Because that file has your customers' names and addresses in it, and an attachment sits in an inbox forever. The link stops working after 7 days, and you can stop it sooner from the same screen. You can also see whether your accountant has opened it.

There is a link on that screen to find one on the DigitalFlyer SA marketplace.

History in the top menu. It holds everything you have finished with, split into quotes and invoices, and you can search by number or by customer name. Anything still open stays on the Quotes and Invoices screens.

Yes. Ten documents a month, every month, no card. A quote and an invoice count as two documents. Drafts do not count, only what you send.

You can carry on building quotes, you just cannot send them until you add more. You will have seen a counter all month and warnings as you got close, so it should not be a surprise.

Settings, then Your plan. Or tap the document counter on your home screen. You can pay for R49 a month, R89 a month, or buy a one-off top up of 75 more documents. Top ups never expire.

No. Growth Engine and Enterprise include the R49 KatisoBiz plan at no extra cost. Your plan screen will say so and will not offer you anything to buy. Foundation includes KatisoBiz Free, and you can add the R49 plan on its own without moving up to Growth Engine. Visit DigitalFlyer Growth

Yes, any time. There is no cancel button in the app yet, so WhatsApp us on 068 870 7434 and we will cancel it for you. You drop back to the free plan and keep everything you have already made.

Once an invoice passes its due date it appears under Who to chase today on your home screen, with a Send a reminder button. Press it and WhatsApp opens with the message already written, including what they owe and a link to the invoice. You press send. KatisoBiz never messages your customers by itself. Read the full guide: Create and send an invoice

It is polite and short, because most people find asking for money awkward and that is why they put it off. It greets them by name, says which invoice and how much, mentions the due date, gives them the link, and says that if they have already paid they should ignore it. You can edit it in WhatsApp before sending.

No. It chases what is actually still owing. Reminding someone for the full amount after they have paid half makes you look disorganised.

Never on its own. It also shows you when you last reminded them, so you do not accidentally chase the same person twice in a morning.

Reports shows who is behind, grouped by how overdue: inside terms, over 30 days, over 60, over 90. Tap any group to see exactly which invoices are in it.

How many of the quotes you sent in that period were accepted. If you sent ten and won four, it says 40%. It stays blank rather than showing 0% when you have not sent any, because 0% would be a lie.

Because what you are owed is what you are owed today, not what you were owed in March. The same is true of the aged groups and of open quotes. Those figures say As things stand today when you open them.

How far past the due date it is, not how old the invoice is. An invoice sent last week on 30 day terms is not late, so it sits in the first group rather than being counted against you.

Because SARS measures your turnover over any twelve months in a row, so that figure always covers twelve months no matter what period you are looking at. Changing the period would give you a number SARS does not use.

Yes. Download as CSV on the reports screen, and on any customer statement. They open in Excel. Read the full guide: Read your reports

Nobody else using KatisoBiz. Your data is separated from every other business on the platform and is never shared with them. Our staff do not access it in the course of normal support.

They are encrypted, and reading them is restricted and logged. Changing them needs a code sent to your email, which exists so that somebody who gets into your account cannot quietly swap in their own account number.

Because your customer has to be able to pay you. It is on the document you chose to send them, the same as it would be on a printed invoice.

They are yours. We hold them so the product can work, and we act on your instructions with them, not on our own. If one of your customers asks us to delete their information we refer them to you, because it is your relationship, not ours.

Financial records are kept for five years, because SARS requires it. You can download everything at any time.

You, and anyone you send a link to. Nobody else using KatisoBiz can see your customers, your prices or your documents.

They stay. Dropping to the free plan limits how many new documents you can issue each month, it does not take away what you have already done, and your history stays where it is.

Find a Trade is the KatisoBiz Members List, a free public list where people looking for your trade can find you. It shows four things and nothing else: your business name, what you do, your town, and a WhatsApp button. Your customers, prices and documents are never shown. It is off by default and stays off until you switch it on yourself: fill in what you do and a WhatsApp or phone number, then go to Settings, Business details, find Get found on the KatisoBiz Members List, and tap Add me to the list. You can take yourself off again the same way, any time.

Yes. WhatsApp us on 068 870 7434 and ask, and we will delete your account and everything in it, in line with South Africa's POPIA rules. There is no self-service delete button in the product yet, so this is the way to do it today.

Check your spam folder first, that is usually it. On the code screen there is a Send me a new code button, and a Use a different email address button if you typed your email wrong. Codes stop working after an hour, so if it has been sitting a while, ask for a new one. The code is longer than six digits, so make sure you have copied all of it.

The link works on any phone or computer with no login. If they are struggling, download the PDF from the document and send them that instead. It is the same document.

Two usual reasons. Either you have not chosen a customer yet, or you have used up this month's documents. The screen will say which. Read the full guide: Send a quote

WhatsApp us on 068 870 7434 or email info@digitalflyer.co.za. Tell us the document number if it is about a particular quote or invoice, it makes it much quicker.

Yes 😊 Message us on 068 870 7434 and you will get an answer straight away, whatever the time. Tap a question from the menu, or type your message and one of our team will come back to you.

With the email address and password you chose when you signed up. There is no code to wait for and nothing to install.

On the login screen press Forgot your password. We email you a link to set a new one. If the email does not arrive within a minute or two, check your spam folder before trying again.

Yes, as many devices as you like. It is the same account and the same information on all of them, so a quote you start on the laptop is on your phone straight away.

Not yet. Today one account means one login, so if somebody else needs to send quotes they would use the same details as you. Extra users are planned and we will tell you when they arrive.

Business name, address and VAT number are all in Settings under your business details, and they change what prints at the top of new documents. Documents you have already issued do not change, which is deliberate: an issued document is a record of what you sent. To change the email you log in with, message us and we will do it for you.

No. They get a link. It opens on any phone or computer, with nothing to install and nothing to sign up for. If they would rather have a file, download the PDF from the document and send that instead. It is the same document.

Your business details at the top, the line items and the total, and your banking details with your document number as the payment reference. It looks like the PDF, because it is the same document.

No. The link is long and unguessable, and the page tells search engines not to index it. The only way to reach it is to have the link, which means the person you sent it to.

Yes. The first time your customer opens the link we email you to say so, once, and the document is marked as Opened in your list. It is worth knowing before you follow up, because a quote nobody has opened is a different conversation from one they have read and gone quiet on.

No, it stays live so an old quote can still be opened months later. If you send a corrected version, send the new link and use that one.

Three things, and only when they actually happen. When a customer first opens a document you sent. When a quote is about to pass its valid until date and you have not marked it accepted or declined. And when an invoice goes past its due date. That is the lot.

Never. The only thing we send your customer is the document you chose to send, and only when you press send. Reminders go to you, so you decide whether to chase.

That is us checking in during your first few days, and a reply comes straight to a person. If something is in your way we would rather hear it than guess. There is an unsubscribe link at the bottom of every one.

Every email we send has an unsubscribe link at the bottom. It stops the check-ins and the notifications. It never stops the document emails your customers receive, because those are yours, not ours.