Personal / Services
Describe the work and price → quotation → invoice → record payment → receipt.
Open generator →HELP CENTER
How to use FariDocs
Follow these simple steps to generate a polished, ready-to-use PDF.
Start with your business need
Use the same generators, then save to Workspace to follow the next step.
Small Trading Business
Order → invoice / deposit → delivery note → payment → receipt.
Open generator →Company
Request → approval → supplier → PO → receipt → bill → supplier payment.
Open generator →Project Milestones
Enter the milestone and contract reference. Workspace schedules prepare drafts for review before issue.
Open generator →Payment Evidence
Verify and reconcile the payment. Load the source invoice from Workspace to trace the receipt.
Open generator →Choose the right generator
Start with the business action you need to record. FariDocs provides 20 generators for sales, procurement, projects, payments, handovers, and operational records.
PRACTICAL TIP · Use the 20-document selector below to see the purpose and best use of every generator.
Set the document identity
Upload a JPG, JPEG, PNG, or WebP logo up to 2 MB and 25 MP. Edit the document title and number when required; the preview follows the change instantly.
PRACTICAL TIP · The server re-encodes the image without metadata, while a square or horizontal logo is fitted proportionally into its safe area.
Complete company and recipient details
Enter the company name and address, then complete the recipient fields that apply to the selected generator. Bill To and Ship To remain aligned even when the content wraps.
PRACTICAL TIP · Put the company, contact person, street address, city, postal code, phone, and email on separate lines.
Add products, services, or activity details
Add or remove rows, use editable field names when necessary, and enter the quantity, volume, unit, rate, or amount required by the selected document.
PRACTICAL TIP · Workspace users can reuse Master Product/Service data to reduce typing and pricing inconsistencies.
Review calculations and optional values
Discount, Tax, Shipping, Amount Paid, and Balance Due are optional and calculated automatically. Non-financial generators use fields and totals that match their operational purpose.
PRACTICAL TIP · Always verify the currency, tax policy, decimal values, and final total before approval or delivery.
Choose the visual presentation
Select Letter, A4, or F4 paper; one of 8 professional fonts; search more than 90 currencies; choose an accent color; and use a Modern, Professional, Corporate, Minimal, Elegant, or Classic template.
PRACTICAL TIP · Use Reset color to return to the default accent. Font, currency, paper, template, and color update the preview live.
Add approval and signatures
Add up to three signers. Each signature image is fitted proportionally and aligned with its salutation, name/company, and title/department details.
PRACTICAL TIP · Only add the signers needed for the document. Removing a signer also removes it from preview and PDF.
Choose Private Mode or Workspace
Private Mode generates and downloads the PDF without storing it. After signing in, Workspace Mode can save the PDF, customer, workflow, document category, history, and report data to the user account.
PRACTICAL TIP · Use Private Mode for sensitive one-off documents and Workspace for traceable company processes.
Connect the document workflow
Link documents to a customer and a Sales, Procurement, or Project workflow. A saved document can be converted to its valid next stage while keeping the customer and reference context connected.
PRACTICAL TIP · Use Customer 360°, reminders, pipeline, roles, and workflow history to see what happened and what must happen next.
Review, download, or save
Enable Notes or Terms & Conditions only when needed, inspect the live preview, then download the PDF. Signed-in users can also select Save to Workspace and open it later from My Documents.
PRACTICAL TIP · Check the recipient, number, dates, reference, line items, total, workflow, and signers before sharing the document by email.
Document data is not published.
*This generator does not store PDF files; the server automatically removes temporary files immediately.
20 DOCUMENT GENERATORS
Use the right document for every business action
Each generator has purpose-specific labels, calculations, bilingual preview, PDF layout, and Workspace category.
SALES · BILLING01
Invoice
Request customer payment after goods, services, or a billing milestone.
Use after delivery or when a contractual payment becomes due.Create Invoice →SALES · OFFER02
Quotation
Present price, scope, validity, and commercial terms before an order.
Use when the customer needs a formal offer to review.Create Quotation →PROCUREMENT · ORDER03
Purchase Order
Formally order approved goods or services from a supplier.
Use after a purchase request and approval.Create Purchase Order →PROCUREMENT · REQUEST04
Purchase Request
Request an internal purchase with justification, budget, and required date.
Use before procurement commits to a vendor.Create Purchase Request →SALES · PRELIMINARY BILL05
Proforma Invoice
Confirm expected charges or an advance-payment basis before the final invoice.
Use for deposits, import references, or pre-billing confirmation.Create Proforma Invoice →SALES · CONFIRMATION06
Sales Order
Confirm an accepted customer order, quantity, value, and fulfillment terms.
Use after a quotation is accepted.Create Sales Order →SALES · DELIVERY07
Delivery Note
Record goods or items handed over to the customer or destination.
Use during delivery and obtain receiving acknowledgement.Create Delivery Note →SALES · RECEIPT08
Payment Receipt
Confirm money received against an invoice or customer payment.
Use immediately after a verified payment.Create Payment Receipt →FINANCE · CREDIT09
Credit Note
Reduce a customer balance for returns, overbilling, or an approved correction.
Reference the affected invoice and reason for the credit.Create Credit Note →FINANCE · DEBIT10
Debit Note
Record an additional charge, underbilling, or debit adjustment.
Reference the original transaction and adjustment reason.Create Debit Note →PROJECT · EXECUTION11
Work Order
Authorize work scope, location, schedule, resources, and rates.
Use before fieldwork or service execution begins.Create Work Order →PROJECT · QUANTITY12
BOQ
List measurable work volumes, units, unit rates, and calculated totals.
Use for construction, tender, estimation, or project costing.Create BOQ →PROJECT · PROPOSAL13
Proposal
Present the problem, approach, scope, deliverables, schedule, and value.
Use at the beginning of a sales or service engagement.Create Proposal →PROJECT · TIME14
Timesheet
Record dated activities, hours, hourly rates, and project references.
Use for time-based work, payroll support, or client billing.Create Timesheet →CONTROL · APPROVAL15
Approval
Record a formal approval decision, conditions, and authorized signers.
Use at a workflow gate before the next document is issued.Create Approval →PROCUREMENT · RECEIPT16
Goods Receipt
Record items received against a purchase order, including quantity and condition.
Use when the warehouse or requester accepts a delivery.Create Goods Receipt →PROCUREMENT · BILLING17
Vendor Invoice
Record a supplier bill linked to purchasing and goods-receipt references.
Use for accounts-payable verification and matching.Create Vendor Invoice →PROCUREMENT · PAYMENT18
Payment Voucher
Authorize and record an outgoing payment to a vendor or payee.
Use after invoice verification and payment approval.Create Payment Voucher →PROJECT · PROGRESS19
Progress Report
Report activities, milestones, completion, issues, and approval status.
Use periodically until work is completed.Create Progress Report →CONTROL · HANDOVER20
Handover Certificate (BAST)
Record the formal handover of goods, services, completed work, or assets between two parties.
Use after inspection, with the source contract or order and any condition notes.Create Handover Certificate (BAST) →CONNECTED WORKSPACE
Keep documents synchronized after creation
These features turn individual PDFs into a traceable business process.
Customer 360°
Keep customer details, active workflows, documents, payments, reminders, and activity in one timeline.
Document workflow
Run Sales, Procurement, and Project flows, then convert a saved document into its valid next stage.
Master Product/Service
Reuse item names, descriptions, units, prices, and tax values consistently in generators.
Pipeline & reports
Monitor quotation, order, invoice, payment, outstanding value, storage, and workflow category.
Automatic reminders
Follow up on expiring quotations, due invoices, and pending approvals from the account panel.
Roles & permissions
Separate Owner, Finance, Sales, Procurement, and Approver access according to responsibility.
QUALITY CHECK
Make every document easier to approve and trace
Use a consistent identity
Keep the same logo, accent, font, company wording, and legal information.
Use one reference chain
Carry the customer, workflow, PO, quotation, and invoice references into the next document.
Write specific line items
Mention version, period, quantity, unit, deliverable, and acceptance criteria.
Preserve the final snapshot
Save the approved or sent PDF in Workspace so later changes do not obscure what was shared.
GUIDE FAQ
Common questions while creating a document
Can I switch between ID and EN without losing the form?
Yes. Use ID or EN at the top-right. The current draft stays filled while interface, preview, and PDF labels follow the active language.
Can the PDF have multiple pages?
Yes. Long descriptions and many rows wrap and continue across the selected Letter, A4, or F4 pages.
Can I customize field names?
Yes. Supported generator labels can be changed without disabling quantity, rate, amount, or total calculations.
Why are my logo and signature fitted inside a box?
FariDocs uses proportional contain sizing so the full image remains visible without stretching or cropping.
What is the difference between Private and Workspace Mode?
Private Mode only generates the browser download. Workspace Mode stores the selected PDF and connected account data when you explicitly choose Save to Workspace.
How does the Workspace trial work?
The 7-day trial activates automatically after email verification and includes one user, 20 MB storage, Invoice Business, Purchase Order Business, and both portals. It never renews automatically.
How do connected workflows work?
Create a workflow, link a customer, save a document, then use the available conversion action for the next valid stage. The history and category remain connected.
Can I leave Ship To, Notes, or Terms empty?
Yes. Ship To can use the billing address, while Notes and Terms remain hidden unless their optional controls are enabled.
How should I share a finished document?
Download it in Private Mode or open it from My Documents in Workspace, verify the final PDF, and attach it to a transactional email to the intended customer.
Ready to create the next business document?
Choose one of 20 generators or sign in to manage a connected workflow.
What would you like to do?
Choose a business activity. Create your document, then manage the next steps in Workspace.
Offer a product or service
Quotation → Sales Order → Invoice
Open generatorBill your client
Invoice → reminder → verified payment
Open generatorPurchase from a supplier
Purchase Order → receipt → supplier bill
Open generatorDeliver goods
Delivery note → delivery confirmation
Open generatorPartner data, linked documents and payment review stay in your company Workspace. Generating a PDF alone does not confirm delivery or payment.
See an example workflow (demo)
CV Sample Nusantara bills Rp1,000,000 for a service. These examples are not saved to transactions or reports.
- Prepare DEMO-INV-001, review client details, then issue the invoice.
- Share the secure Portal link. If unpaid after the due date, follow up from My tasks.
- The client uploads transfer proof. Finance checks it and reconciles the payment.
- Select the bank account and reviewed COA. Connect the payment and inspect its Finance transaction and journal.