How to use Nanus, feature by feature

The guided setup at first sign-in: business details, address and payments in a few steps, so you can issue your first e-invoice straight away.

How the Nanus screen is laid out: the section menu, the Home page with your to-dos, the universal search bar and the keyboard shortcuts.

Nanus in your phone’s browser: the bottom bar, the Create button, the More panel, how to choose its items and how to add Nanus to your home screen.

Choose the interface language (Italian or English), the light, dark or automatic theme, and larger description text.

A one-minute walk through the main features, with a bubble next to each element. How to start it, move through it and replay it whenever you like.

How new Nanus versions reach your browser and your computer, where to read what changed and how to find out which version you are using.

Find answers in the Nanus Help, open the help for the page you are on and write to the team to report an error, an idea or a question.

How to prepare and issue an Italian e-invoice: customer, lines, VAT, payment terms and the checks run before sending it to the SDI.

What the Italian e-invoice document types (TD01, TD04, TD24…) mean, when to use each one and where Nanus sets them.

How to transmit an e-invoice to the SDI exchange system from your certified email (PEC) or through an intermediary, and what happens next.

What invoice statuses mean after sending (delivered, not delivered, rejected, accepted by a public body…) and what to do in each case.

What to do when the SDI rejects an invoice: read the error code, fix the cause and transmit the invoice again.

How to reverse all or part of an issued invoice with a TD04 credit note: returned goods, discounts, price errors.

How to charge a customer an extra amount on an issued invoice with a TD05 debit note: price differences, interest, costs.

How to group a customer’s delivery notes (DDT) into a TD24 deferred invoice, with checks on the deadline of the 15th of the following month.

How to prepare an Italian delivery note: customer, destination, goods, reason, carrier, packages and weights, with the stock issue.

How to issue an invoice that travels with the goods, without a delivery note, with carrier, packages, weights and transport start in the XML and PDF.

How to set customer, lines and frequency of fees, rents and subscriptions once and issue the invoices when they fall due.

How to invoice an Italian public body: office code, CIG and CUP references, split payment and the public body’s outcome.

When the 2-euro virtual stamp duty applies to VAT-free invoices, how Nanus applies it automatically and how to charge it to the customer.

How to invoice a foreign customer in dollars, pounds or other currencies, with the exchange rate and euro equivalent required for Italian VAT.

Invoices and fee notes for professionals: withholding tax, a second withholding, pension fund contribution or INPS recharge and net amount due.

How to email the customer the PDF courtesy copy, one invoice at a time or several together, with subject and text already proposed.

How to view and print an e-invoice with the official Italian Revenue Agency stylesheet, exactly as the recipient sees it.

How to search and filter invoices, read the totals and print, download or email several invoices at once.

Redo an invoice starting from an old one, and delete a draft or a rejected invoice, undoing due dates and stock movements.

Record shop sales with a barcode reader, invoice on request, cancel, handle returns and close the day.

How to prepare a quote for a customer, send it as PDF or by email, track its status and turn it into an order once it is accepted.

How to prepare a pro forma to ask the customer for payment and turn it into the real e-invoice when the payment arrives.

How to record customer orders, with the customer’s reference, CIG and CUP, and follow them until they are delivered and invoiced.

How to deliver a customer order in one or more goes with delivery notes, or invoice it straight away without one, keeping track of what is outstanding.

The quick form for agents and sales staff: pick the customer, scan barcodes, check prices and the last price charged, and send the order to the office.

How to download paid WooCommerce, Shopify, PrestaShop, Magento or Ecwid orders into Nanus and send stock and prices to the shop.

How to record a supplier’s XML or p7m e-invoice in purchases, or a paper invoice by hand, with stock receipt and due dates.

How to bring the invoices the SDI delivers to your PEC mailbox into Nanus and record them in purchases with one click, or discard them.

How to view, print or save as PDF an XML or p7m e-invoice, or a ZIP received by PEC or from the tax drawer, without saving it in Nanus.

Integrations and self-invoices for reverse charge, foreign purchases, plafond overrun, gifts and regularisations, from the supplier invoice or from scratch.

How to create a purchase order, send it as PDF or by email, record deliveries with the supplier’s delivery note and link their invoice.

How to send a request for quotation to one or more suppliers, record the quoted prices and turn the best offer into a purchase order.

How Nanus works out which products to reorder from stock, committed and incoming quantities, and creates one order for each preferred supplier.

How to load a supplier’s CSV or Excel price list to update codes and purchase prices on your products, with a preview before saving.

How to create a customer or supplier record with the data an Italian e-invoice needs: VAT number, recipient code or PEC address.

How to load your customer and supplier list from a CSV or Excel file, with a row-by-row preview and checks for errors and duplicates.

How to check from the customer record that an EU VAT number is valid in VIES and keep the result as evidence for intra-EU supplies.

Sales and purchases for the year, what is left to collect or pay, overdue amounts, open items and the latest documents, at the top of the record.

How to record a habitual exporter’s letter of intent (dichiarazione d’intento): Nanus cites it on N3.5 invoices and tracks the remaining ceiling.

How to create sales agents, assign them to customers, calculate commissions on invoices and settle them with Enasarco and withholding tax.

How Nanus recognises the bank from an IBAN and how to add branches, BIC codes and foreign banks to the list, by hand or from a CSV file.

How to create goods or a service with code, price, VAT, barcode and stock tracking, ready to use in invoices, delivery notes and orders.

How to load your catalogue from a CSV or Excel file, update existing products and align stock, with a preview before saving.

How to create price lists with dedicated prices or a markup, assign them to customers, set prices reserved for a customer and print the list as PDF.

How to change by a percentage the selling prices, costs or price list prices of many products at once, with a preview and rounding.

How to create a product’s variants, each with its own code, stock and optionally price and barcode, and how to use them in documents.

How to create a kit made of other products: when you sell it, its components leave the warehouse in the quantities set.

How to manage lots with expiry dates and serial numbers of individual pieces: where to enter them, how to find them and what Nanus checks.

How to add warehouses, shops or vans, see each one’s stock and move goods from one warehouse to another.

How to record receipts, issues, returns and adjustments by hand, read stock and value at average cost, and print or export movements.

How to print stock valued at a date for the annual accounts and record a physical count, which corrects stock where the quantity differs.

How to browse, print as PDF and export as CSV stock by lot and by serial number, latest prices, customer orders to deliver and items below minimum stock.

How to check incoming goods or count stock by scanning barcodes with a reader or with your smartphone camera.

How to print product labels with description, price and barcode on A4 adhesive sheets, by copies, by stock or for goods just received.

All instalments to collect from customers and to pay to suppliers, with overdue amounts, outstanding balance and days late, in one list.

How to mark that a customer has paid or that you have paid a supplier, even partly, and where the entry ends up.

Prepare F24 forms for VAT, stamp duty on electronic invoices and withholding tax, see them among the payments of the schedule and record the payment in the cash book.

Reminder letter as PDF or by email listing all overdue instalments, reminder history and automatic sending after the days overdue you choose.

How to create payment terms with instalments, end of month, fixed day and skipped months, from which Nanus calculates invoice due dates.

How to present Italian bank receipts (RiBa) and SEPA direct debits to the bank: online banking file, credit and unpaid items.

Upload the bank statement as CSV or Excel: Nanus matches transactions to open receipts and payments and records the rest in the cash book.

The VAT registers of issued invoices and purchases, built from your documents, with a summary by rate, PDF printout and CSV export.

The calculation of VAT to pay by month or quarter, with credit carried forward, interest, advance, F24 tax code and deadline.

Cash and bank income, expenses and transfers with a running balance: receipts and payments arrive automatically, the rest is entered by hand.

General journal, ledgers, trial balance and balance sheet for internal use, built from your documents, with a customisable chart of accounts.

ZIP package with XML invoices, VAT registers and cash book, CSV files and customisable layouts for accounting software.

The register of withholding tax customers retain on your invoices, by year of payment, compared with the Certificazioni Uniche you receive.

Summary lists of intra-EU supplies and purchases of goods and services, built from your documents, as CSV and PDF.

The daily register of takings without invoice, with VAT extracted by rate, from counter sales or from the cash register’s Z report.

How many invoices carry the €2 virtual stamp duty each quarter, the amount to pay, the F24 tax code and the deadline.

For businesses in the Italian flat-rate scheme (regime forfettario): revenue collected against the €85,000 threshold, warnings before leaving the scheme and an estimate of substitute tax and contributions.

Turnover, margins, purchases, collections and commissions for any period, broken down by customers, items, agents, classes and price lists, with charts and PDF, CSV and Excel export.

Company name, VAT number, tax regime, address, bank accounts and contacts: the details Nanus puts as the supplier on every invoice.

How Nanus numbers invoices and delivery notes each year and how to create separate number series such as 1/A, 1/B or self-invoices in 1/AF.

Choose the VAT rate, unit of measure and transport details that new document lines, new items and delivery notes start with.

Choose the channel used to send invoices to the SDI and receive supplier invoices: your company PEC mailbox, the Aruba intermediary or Nanus’s direct channel.

Add your logo, choose a colour and one of six layouts, or build your own, for the PDF of invoices, delivery notes, quotes and orders.

Set the SMTP server Nanus uses to email documents and payment reminders, and the texts proposed in messages.

Give access to colleagues, your accountant or sales agents with an invitation and a role that decides what they can see and change.

Bring issued and received XML invoices, customers, suppliers and items with stock into Nanus from the software you used before.

Download all company data in one file and restore it here or on another installation; on desktop also daily copies and external backup.

Receive a webhook for every Nanus event (invoice issued, delivery note, order, received invoice…), read the event log without missing any, and sync orders, documents, customers and items with an API key.

Let Nanus issue recurring invoices when due, email them and send payment reminders to late customers, once a day.

Review sign-ins, data changes and account security changes, filter by person, area and dates and export a CSV.

With the desktop app several office computers work on the same data, which stays on the main workstation, each with their own account.

How to create a Nanus cloud account, sign in with email and password, choose a secure password, reset it if you forget it and change it.

Protect your account with a 6-digit code from an authenticator app on top of your password, plus recovery codes.

Add a passkey to sign in to Nanus without a password, using the fingerprint, face or PIN of your phone or computer.

Check which devices your Nanus account is open on and remotely close the session on a lost phone or a shared computer.

How to switch between companies with a single Nanus account, how to join another company through an invitation and what stays separate.

Nanus plans, the documents included, the free trial, how to pay by card or bank transfer and how to activate the desktop app licence.

Connect the Nanus desktop app to your cloud account to work on the same data as browser and smartphone, and go back to the computer’s data anytime.

How the Nanus desktop app downloads and installs new versions by itself, how to update straight away and how to get preview versions early.

Download and install Nanus on Windows, macOS or Linux: which file to choose, how to verify it and what happens the first time you start it.