Optimo Suite

1. What this app is

Optimo Suite is a desktop program for invoicing and basic business management. You keep your customers and product catalogue in it, raise invoices, and fiscalise them through PI Fiscal without leaving the app.

2. Before you start

• The Optimo Suite installer (from the portal or support).
• Your PI Fiscal account details to connect fiscalisation.
• Your business identity: name, TIN, VAT number and the four-part branch address.

3. First-time setup

1. Install and open Optimo Suite.
2. Open Settings → Business and enter your name, TIN, VAT number and address. These appear on your invoices and must match ZIMRA.
3. Open Settings → Fiscalisation and connect to your PI Fiscal account.
4. Import or add your catalogue items, each with its HS code and tax class.

4. Adding customers

1. Open Customers and click New.
2. Enter the customer's name, and for businesses their TIN and VAT number (needed so they can claim input VAT).
3. Save. You can now pick this customer on an invoice.

5. Creating and fiscalising an invoice

1. Open Invoices and click New.
2. Choose the customer (or leave blank for a cash sale).
3. Add line items from your catalogue; set quantity and price. The tax class comes from the catalogue item.
4. Review the totals and click Fiscalise.
5. The fiscal number, QR code and verification code are saved with the invoice and a compliant PDF is produced for printing or email.

6. Credit and debit notes

To correct a fiscalised invoice, open it and choose Credit note (to reduce) or Debit note (to add). Enter the reason and amounts, then fiscalise. The note is linked to the original and sent to ZIMRA.

7. Customising your documents

Under Settings → Template you can edit the Bill To details, document numbering, terms and conditions, and add your logo and letterhead so invoices match your brand.

8. Troubleshooting

• Fiscalise button greyed out — check the fiscalisation connection under Settings and that a device/day is available.
• Wrong VAT on a line — fix the tax class on the catalogue item, then re-add the line.
• Totals look wrong — confirm whether prices are tax-inclusive in Settings.