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 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.

On the draft invoice there is a section called Already paid something. Put in the amount, the date and how 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.

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.

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.

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.

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.

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.

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 and business expense slip as spreadsheets they can open in Excel, all the PDFs, your slip photos, and a cover page with the totals.

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.

Once an invoice passes its due date it appears in a chasing section 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.

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.

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.

Check your spam folder first, that is usually it. On the code screen there is a Send me a new code button, and a Start again button if you typed your email wrong. The code is longer than six digits, so make sure you have copied all of it.

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

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.

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.

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