Create organization from Business Register (Äriregister) or manually, then verify profile details.
Set fiscal preferences: base currency, tax setup, invoice numbering.
Add contacts/units from Business Register (Äriregister) lookups where available, CSV import,
or manual creation.
Set up chart of accounts and key bank accounts.
Run one end-to-end flow: Quote -> Order -> Project -> Invoice.
Review Bills Import and Reconciliation for incoming operations.
Important:
to send invoices, complete organization company data first,
especially Bank details
in
/settings/organization/company-data
. Without this, sending is blocked.
Recommended invoice defaults
(same Company Data page):
Invoice footer / notes
Payment terms (days)
Invoice number prefix
Invoice line styling (header, row, summary, footer)
Payment defaults:
Default receive payment account
Default spend payment account
Invoice appearance customization:
adjust line thickness and color for table header, row separators, summary totals, and footer lines.
Split footer notes into 1–4 columns with independent line colors and multi‑line text.
A live PDF preview reflects changes instantly.
Invoice logo and PDF size:
you can add a logo (PNG/JPG, max 30 KB). Netra invoice PDFs are optimized and typically very
small (often around ~1 KB without logo). Adding a logo increases the PDF file size.
Data portability:
in
/settings/organization/company-data
use Company data export
to download ledger, chart of accounts, taxes, and linked
attachments. This lets users leave the platform with their full business data.
By Role
Start from the path that matches your role.
Owner / Admin
Organization setup and company data
Users, roles, and access control
Email, e-invoice, bank connections
Member (Operator/Accountant)
Sales workflow and invoicing
Bills import and reconciliation
Rates, reports, and VAT routines
Viewer
Read-only access to documents
Review dashboards and reports
No posting or settings changes
Before You Start
Quick preflight checklist to avoid setup and posting issues.
Organization and legal company data verified.
Bank details completed in /settings/organization/company-data.
Chart of accounts and taxes configured.
Currencies and rates configured for multicurrency workflows.
Core contacts/units imported or created before daily operations.
Authentication
URL: /users/log-in
Netra supports three login methods so teams can choose the safest and easiest workflow.
Email magic link:
user enters email, receives a login link, and access is
granted after opening that link.
Google sign-in:
user authenticates via Google OAuth and returns to Netra.
Password login: existing users can sign in with email + password.
Keyboard Shortcuts
Netra has built-in keyboard navigation. Hold Alt
to see context hints on screen.
Global navigation
Esc: back (close modal first if modal is open).
Alt+Esc: forward.
Alt+I: open Invoices.
Alt+B: open Bills.
Alt+N: create new (invoice/bill, depending on page).
Alt+F: open filters and focus search input.
List/table navigation
↑ / ↓: move row selection in data tables.
Enter: open selected row.
← / →: previous/next page where arrow paging is enabled.
Invoice shortcuts (contextual)
Alt+P: post invoice (or form post action).
Alt+S: move to draft / save draft.
Alt+E: email invoice (or edit, depending on visible action).
Alt+C: clone invoice.
Alt+V: open PDF preview.
Alt+M: open email preview.
Alt+R: receive payment (when available).
Alt+D: download e-invoice file.
Bill shortcuts (contextual)
Alt+P: post bill.
Alt+S: move bill to draft / save.
Alt+E: edit bill.
Dashboard shortcuts
Alt+I: Invoices
Alt+B: Bills
Alt+C: Contacts
Alt+R: Reconcile
Alt+U: Bills Import
Multi-Organization
One user can manage multiple organizations/companies in the same Netra account.
Use the organization switcher in the top bar to move between companies.
Netra keeps you in the same area/view when switching organization (for example from one report
to the same report in another organization) whenever that route is available.
Use Manage organizations
to create or access additional organizations.
Organization-specific settings and data (accounts, documents, reports) remain isolated per organization.
Document value sources: Manual value, Invoice number, Payment reference, Note, Date, Due date,
Contact name, Total.
Custom mode supports separate tx/doc operators and left/right values.
Actions by kind
Invoice/Bill rules:
allocation lines to accounts (amount or percent), optional
contact override, optional document lookup helper.
Journal rules:
one or more journal rows; bank row can be added manually or auto-generated.
Journal rows support static debit/credit amounts or transaction-side dynamic amount direction.
Result of applying a rule
A journal/payment entry is created according to rule configuration.
Bank transaction is marked as matched.
For invoice/bill kinds, payment allocation links are created to document balances.
In /journals, the Reconciled
column shows Yes
for
settled entries (bank-matched payments, allocated payments, and document rows with zero outstanding).
Prepayments & Overpayments
When a customer or supplier pays more than a document total, the extra amount is stored
as a prepayment and can be applied to future invoices/bills for the same contact.
Customer prepayments (Ostjate ettemaksed)
Example: invoice 200, payment 210 → 200 is allocated, 10 is booked to Customer Prepayments (215).
Next invoice for the same contact auto-applies the prepayment on approval.
No new bank transaction is required.
Supplier prepayments (Ettemaksed tarnijatele)
Overpaying a bill books the extra to Supplier Prepayments (150)
as an asset.
The next bill from the same supplier auto-applies that prepayment on approval.
First Organization Setup
After first login, the user creates an organization before using accounting features.
Choose Create from Business Register
or Manual create.
If using registry, search/select company and import profile data.
Verify legal name, registration code, tax/bank details, and defaults.
Save organization and continue to dashboard setup.
Bank reconciliation can be done in three main ways: import an Estonian bank statement file
(for example from internet bank), connect directly via GoCardless to sync bank statements,
or use LHV Connect for direct LHV bank statement access.
Chart of account bank fields
In /accounts/:id/edit, bank account rows use
Account address / IBAN
for bank-transaction connection and account identification.
For Billberry delivery, Billberry credentials must be configured in organization settings.
For Internal delivery, recipient organization must be resolvable (typically by registration
code/internal organization link).
Behavior by method
Email:
sends invoice by email and records delivery history.
Email delivery includes:
Inline MJML-based email preview content (readable directly in mailbox).
Attached invoice PDF file.
E-invoice (Billberry): sends XML via Billberry connector.
Internal:
creates/updates a Bill Import entry in
/bills/import
(Recent Imports), then user finishes via Basic/Detail import flow.
Combined modes:
execute both configured channels and report partial failures if any.
Invoice PDFs are size-optimized and typically very small (often around ~1 KB without heavy assets like large logos).
Common errors:
missing company bank details, incomplete email settings, or
delivery method mismatch for recipient settings.
Email Delivery Settings
URL: /settings/organization/email-settings
Configure how outgoing emails are sent for invoices, quotes, and purchase orders.
Available sending options
Use system email (managed sender).
Use Gmail.
Use Outlook/Hotmail.
Use a private SMTP server.
Practical guidance
System email is fastest to start with and requires the least setup.
Mailbox providers (Gmail/Outlook) are useful when sender identity must match user mailbox.
Private SMTP is best for organizations with custom domain mail infrastructure.
Organization Currencies
URL: /settings/organization/currencies
Manage currency list used by the organization. Users can add any currency needed for operations.
Add currencies used in sales, purchases, banking, and reporting workflows.
Currency setup works together with rates management for multicurrency reporting.
Keep active currencies aligned with real business usage to simplify document and account setup.
Audit Log
URL: /settings/organization/audit-log
Audit Log shows the timeline of important organization-level actions and changes.
See who changed key data and when the change happened.
Use it for internal control, troubleshooting, and accountability checks.
Useful during month-end review and compliance workflows.
Sales Workflow Board
URL: /sales/workflow
The board is the operational view of the full sales lifecycle: Quote -> Order -> Project -> Invoice.
It is designed for daily pipeline control, not only document listing.
Board structure
Columns show Quotes, Orders, Projects, and Invoices side by side.
Search/filter is global and narrows matching rows across all columns.
Each row helps connect customer + document + project context in one place.
Typical lifecycle
Create Quote and assign customer + row-level projects where needed.
Accept Quote and create Order from it.
Move Order through execution statuses.
Create Invoice from Order when work is complete/approved.
Approve/send invoices from Invoices module (single send or mass send).
Project behavior
Projects are linked at row level, so one Quote/Order/Invoice can include multiple projects.
Project pages aggregate related sales documents for operational visibility.
When multiple projects exist in one document, board rows show mixed/project context instead of a single-color indicator only.
Status and control points
Quote status controls conversion to Order.
Order completion status controls when invoice creation should happen.
Invoice sending is done after approval; draft invoices are editable and unsent.
Color-coded statuses on board align with other sales pages for consistency.
Best practice
Use board for daily triage; use individual forms for detailed editing.
Keep project naming/status clean to make board tracking reliable.
Use Projects view when you need cross-customer view by project/release cycle.
Bills Import Module
URL: /bills/import
This is the main intake module for incoming bills. It supports manual uploads, internal invoice
delivery intake, and e-invoice/Billberry intake in one workflow.
Product positioning: this flow is similar to tools like CostPocket/Envoice, but built directly
inside Netra with accounting-ready review and posting.
How bills arrive
Manual upload:
drag-and-drop or click anywhere in upload zone (PDF, image,
EML, XML).
EML support:
users can download an email as .eml
and upload it
directly; invoice data is extracted from the email content/attachments.
Internal delivery:
invoices sent with Internal method appear in Recent
Imports for review.
E-invoice / Billberry:
fetched documents are listed in Recent Imports and
processed in the same review flow.
Processing modes
Detail:
keep detailed lines as extracted/imported, including per-line VAT and
accounting dimensions.
Basic:
summarized import for quick posting when full line detail is not needed.
VAT handling supports both VAT included
and VAT excluded
logic per row.
Vendor matching and creation
System tries to match vendor automatically (email, registration code, tax ID, name).
If registration data is available, vendor lookup can use Business Register integration.
If vendor does not exist, a new vendor contact can be created and saved to Contacts.
This module is used to split shared costs (utility bills, service costs, common expenses)
between units and generate invoices automatically.
Quick flow: share expenses by period
Prepare units for monthly meter readings collection.
Set up required meters in /expenses/meters.
Create period in /expenses/periods.
Add expense item; choose Meter
type when usage-based allocation is needed.
Open Enter Readings for this period, fill unit readings, and save.
Return to preview and click Share expenses.
Period lifecycle
Create period manually or with quick month create.
Clone period to copy item setup into the next period (good for recurring monthly operations).
Add expense items and preview allocations before sharing.
Share period to generate invoices per unit/contact.
Reopen period if needed (to adjust and re-share).
Expense item types
Meter: split by consumption readings (for example kWh, m3, Gcal).
Area: split by unit area (heated area or total area m2).
Fixed: fixed amount per unit.
Unit/UOM: every item has a unit selector with practical defaults.
Default units are fast to pick, and unit value can be overridden when business-specific unit
names are needed.
Every item is linked to an accounting account and can set unit labels and price precision.
Bills and vendor auto-linking
Items can link one or multiple bills imported via /bills/import.
Bill vendors (optional)
supports one or many vendor names. Matching bills are
auto-linked for the period.
This helps recurring vendors (for example electricity, water, heating) auto-attach when new
bills arrive in later periods.
For meter items, multiple linked bills are supported in one calculation run.
Readings and calculations
Enter meter readings per unit for the period; system calculates consumption deltas.
For meter items, unit price can be derived from linked bills and applied to each unit usage.
For area items, total amount or override unit price is split by selected m2 basis.
For fixed items, amount is allocated as fixed per unit.
Price precision can be set per item to control rounding and output detail.
Preview supports filtering and sorting to validate allocations before sharing.
After sharing
Invoices are created per unit owner/contact and linked to the period.
Unit setup matters: each billed unit should have a billed contact configured.
Created invoices can be reviewed and edited later in Invoices.
Status and period filters in list view help track draft/shared/reopened periods.
Meter replacement guide
Go to /expenses/meters and open the meter.
Choose the unit and add the new meter reading information, then save.
Period allocation will account for previous and new meter parts separately, so calculation can
appear as separate rows in bill/invoice allocation output.
Correcting wrong meter readings
If wrong readings are entered, user can edit them in the Meters section.
Editing is available while the period is open (not shared/locked).
After correction, refresh preview and share/re-share period as needed.
Common errors:
missing billed contact on unit, missing readings for meter item,
or attempting to change data on shared period before reopening.
Units Concept
A Unit is a property object linked to a contact (for example apartment,
office, parking space, storage, or other rentable/ownable space).
This is useful when one owner or client has multiple properties. Instead of billing only by
contact, you can bill by contact + specific unit.
What Units enable
Invoice per unit (accurate billing by property/location).
Record bills/expenses per unit.
Share common expenses between units.
Automate invoice creation using unit ownership and allocation logic.
Typical use cases
Real estate operators managing multiple rental units per client.
Korteriühistu (apartment associations) managing properties and owner billing.
Any business where billing must be segmented by location/property.
Unit Owner Capabilities
Unit owners can access their portal at /units/my.
View invoices linked to their units.
Open invoice PDFs directly from the list.
Update their contact details for the organization.
Submit meter readings (when meters are configured).
Switch between unit owner and accounting user modes from the Account menu.
Appearance & Language
Users can personalize appearance (theme/look) so teams can work with different visual styles.
Default product language support: EN, ET, and RU.
If your organization needs additional language support, please contact support.
Visual Checkpoints
Open these pages as quick visual references while following guides.