Guides — product user manual
Everything you need to know to get the most out of SamBooks: first access, chatting with Sam, integrations, API.
Manage warehouse items, services and price lists
Warehouse items is where you record everything you sell or buy: physical items (stock-managed or not), services that never carry stock, and the price lists that decide which price an item or service…
Open the guideCreate a Sales Invoice in SamBooks
From the “New invoice” form to a saved draft: customer, document type, line items, discounts and totals for recording a sale and moving it toward issuance. This is where every sales invoice in…
Open the guideInvoice month-end delivery notes (TD24)
Group a month of sales delivery notes (DDT) into one TD24 deferred invoice per customer, from the delivered goods to the SDI submission. Through the month you deliver goods to customers and issue a…
Open the guideSending an invoice to SDI and what happens next
How to transmit a sales invoice to SDI from SamBooks: the compliance check that runs first, the irreversible confirmation and the statuses that follow. In SamBooks, issuing an invoice and…
Open the guideReverse an invoice with a credit note
How to cancel or reduce an invoice already sent to the SDI with a credit note: full or partial reversal, numbering, sending, and effects on due dates and stock. Once an electronic invoice has been…
Open the guideRecord a manual double-entry journal entry
How to post an accounting entry by hand in debit and credit: date, reason code, choosing the accounts, balancing, saving, and where to find the entry afterwards. In SamBooks most accounting entries…
Open the guideVAT plafond and letters of intent
How SamBooks computes your export VAT plafond, where you read what is left of it, and how you record the letters of intent you receive from clients and issue to suppliers. A company that sells abroad…
Open the guideManage shipments and loading orders
From a carriage-free sales order to delivery: plan the transport, choose between your own fleet, a third-party carrier or a courier connected through ShippyPro, generate the loading order and the…
Open the guideSam, your AI assistant
Sam is the AI assistant built into SamBooks, always by your side in the right-hand panel on every page. You talk to it in plain language, like a colleague at the firm: it reads your company's entire…
Open the guideMailbox: connect Outlook or Gmail
The Mailbox connects your Outlook or Gmail account inside SamBooks: read and write email, find your attachments, and bring invoices and documents into your accounting or into the chat with Sam —…
Open the guideCreate a sales delivery note with the wizard
The "New delivery note" wizard builds the goods dispatch document (the Italian DDT, a legally required delivery note) from one or more sales orders, or from scratch, in three guided steps. A delivery…
Open the guideRecording a Receipt or Payment
Close a due item in your open items list by recording a customer's receipt or a supplier's payment, in full or in part, plus the journal entry it creates. When you issue a sales invoice or record a…
Open the guideReconciling bank transactions
How to import your bank statement into SamBooks and match every transaction to an invoice, to an open due item or to a new journal entry. Reconciling the bank means ticking off, one by one, the…
Open the guideOpen items and aging
Open items brings together unpaid invoices, F24 tax payments and expense note reimbursements, with the aging of every due date and quick access to receipts, payments and reminders. Open items is…
Open the guideCreate and Send a Quote to a Customer
How to build a quote with discounted lines, send it to your customer with an online acceptance link, and what actually happens once they reply. A quote is a commercial — not fiscal — document you use…
Open the guideComplete your SamBooks onboarding
When you sign in to SamBooks, the dashboard shows an onboarding card with the steps to get started right. Follow them in the recommended order: in a few minutes your company is up and running. This…
Open the guideManage suppliers
Create an Italian, EU or non-EU supplier with auto-filled data, complete its payment terms and addresses, and manage it through its whole lifecycle. In SamBooks, suppliers are the counterparties you…
Open the guideBrowse the chart of accounts: classes, groups, accounts and sub-accounts
The SamBooks chart of accounts lists every account your company's bookkeeping can use — here's how it's organized and how to find the right one. The chart of accounts is the full list of accounts…
Open the guideRecording a supplier invoice (SDI, manual or PDF)
How a supplier invoice reaches SamBooks — through SDI, by hand or from a PDF — and how you check it, assign the account and post it to the journal. This guide follows a purchase invoice (also called…
Open the guideManage your sales orders
Sales orders are where the customer-facing sales cycle starts: the delivery note (DDT) and the invoice both come out of an order. This guide walks you through creating an order (by hand or from an…
Open the guideShipments in SamBooks
This is where you organize transport for your sales orders, from the moment an order is ready to ship through to delivery: choose how to ship it (your own fleet, a trusted carrier, or a ShippyPro…
Open the guideConfirm your tax profile
The tax profile tells SamBooks what kind of company you are: regime, VAT, ATECO code, and whether you're a habitual exporter. It's the first onboarding step because many automations (menu sections,…
Open the guideInvite your team and accountant
Work in SamBooks together with your colleagues and your accountant, on a single platform. Users are free and unlimited : invite whoever you need and choose each person's access level. SamBooks isn't…
Open the guideCustomize the navigation sidebar
Choose which sections appear in the left-hand menu: keep only the ones you actually use, for a cleaner interface. Hiding a section deletes nothing — you can turn it back on whenever you want.…
Open the guideImport data from your old accounting software
Bring your company's accounting into SamBooks by uploading the export from the software you used before: customers, suppliers, chart of accounts, bookkeeping entries, open items and fixed assets. Sam…
Open the guideSDI recipient code in your AdE tax drawer
The recipient code ( codice destinatario ) is the 7-character digital identifier that electronic XML invoices use to reach the right software through the Italian Revenue Agency's Exchange System…
Open the guideFatturaPA tax regime codes RF01-RF19 explained
The tax regime ( regime fiscale ) is the 4-character code ( RFxx ) that every company states on its electronic XML invoices — in the <RegimeFiscale field of the CedentePrestatore (seller) block. It…
Open the guideRegister your company on SamBooks
Registering your company on SamBooks takes two minutes: you sign up online, confirm your email and — once the company is verified — get access to every feature. This guide walks you through it:…
Open the guideConnect Stripe to SamBooks
Stripe is one of the most widely used systems to collect online payments: recurring subscriptions, one-off payments, checkout for SaaS and digital services. But Stripe only collects money : it does…
Open the guideSign up as an accountant
Signing up to SamBooks as an accountant is simple: you create your firm (Studio) profile, verify your enrolment in the Italian accountants' register ( Albo CNDCEC ) and manage every client company…
Open the guideVerification email not arriving
Didn't get the SamBooks verification email? It has almost always landed in spam or just needs a few minutes. Here's how to recognise it, where to look across the main providers (Gmail, Outlook,…
Open the guideSign in and save the login
To sign in to SamBooks you use your email and password on the login page. The handiest way to find it every day is to bookmark the link in your browser: here's how to sign in and keep the login one…
Open the guideInstall SamBooks on your desktop
Installing SamBooks as a desktop app gives you a dedicated icon, its own window (no browser bars) and a faster launch: it's the same SamBooks as the website, just handier. Here's how to install it on…
Open the guideTurn on push notifications
SamBooks push notifications are the alerts your computer shows you even when the app is closed : tax deadlines, SDI invoice outcomes, bank movements. They appear as system notifications —…
Open the guideDownload your company visura for free
Downloading your company's visura camerale (Italian business-registration document) is free : if you're the owner or a director you get it in minutes from the Entrepreneur's Digital Drawer…
Open the guideManage projects and jobs
In SamBooks a job brings together the client, description, pricing and budget of a project-based engagement. On that basis SamBooks compares in real time what you planned against what you actually…
Open the guideLog hours and invoice projects
Record the time worked on each job, get it approved and turn it into a draft electronic invoice — by time and materials or by fixed-fee progress billing — without re-keying anything. Enter hours from…
Open the guideClickUp integration
Connect ClickUp once, pick a date range, and SamBooks pulls in the hours your team tracked. Imported entries become timesheets ready to invoice, with no double data entry. Rates and project value…
Open the guideManage your customers
In SamBooks your customers are the recipients of your invoices: you can create them in seconds by letting SamBooks look up the company details for you, keep a book of delivery addresses, assign…
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