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Configuration

Before you start issuing invoices, configure your invoicing tool to adapt it to your needs as an issuer.

  1. Click Finish configuration from the home panel.

Access to initial configuration

Configurations

All the configurations shown below can be modified later from the editing options available in each section.

Company​

Within the Company tab you will find the information of the company from which you will issue tax documents.

Company section

  1. To modify your company's data, click Edit

A form will be shown with the general data of your registration. To complete the configuration of your ioFacturo account, you must complete the data as shown below:

Company data form

  1. To upload your company logo, click Change logo, select the file that contains your company logo from the file explorer.
  2. Enter your tax data.
  3. Select your company's location and contact data.
  4. If you have one, enter the alcoholic beverages registration number.
  5. Enter the number of decimals for the calculation in the documents issued.
  6. To allow editing of numbering in issued documents, the checkbox must be shown checked.
  7. To update this information, click Save.

Certificates​

Upload the certificates needed to start issuing invoices from ioFacturo. Certificate upload form

  1. Click the Certificates tab.
  2. Click the Add button.

Certificates tab

  1. To upload your company's certificate, click the Certificate field.

In your file explorer, select your certificate file, which will be in .pfx format

  1. Enter your certificate password.
  2. When finished, click Save.

Branches​

Register, view and modify your company's branches to locate the documents issued at each one.

The branches table shows the following data:

List of branches

  1. Branch identification code.
  2. Branch name.
  3. Number of billing points per branch
  4. Status of the branch record:
  • a. Active
  • b. Inactive
  1. When clicking the button, the following options will be shown:

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a. You can modify the branch record from the Edit option.


b. There is also the option to remove the branch record from the Delete button.


c. When clicking View Detail, all the branch information is shown.


d. To suspend issuing from any of the branches, click Deactivate. To activate it again, use the same option.

  1. To make it easier to locate a branch record, you can use the search bar.
  2. To register a new branch, click Add.

Register a new branch​

New branch form

  1. Enter the code and name that will identify the branch.
  2. Enter the data of the first billing point or terminal that will be located within the branch.
  3. Click the delete icon to erase the terminal data.
  4. To add a new terminal in this same branch, select Add point and enter the data of the new billing point.
  5. When finished, click Save.

Users​

To register users, an Administrator profile is required.

Users tab

  1. Select the Users tab.
  2. Click Add.

User profile selection

  1. Enter the full name of the new user.
  2. Select the type of profile that will be assigned. This can be:
  • a. Administrator: has permissions to modify settings, issue documents and register new users, customers, products and taxes.
  • b. Operator: user with permission to issue invoices and view customer and product catalogs.
  • c. Viewer: can only enter the system to view and query documents.
  1. Enter the contact data of the new user.
  2. Select the avatar of the new user.
  3. When finished, click Save.

New user form

  1. A notification will be shown indicating that the user was registered successfully.

Once registration is complete, all users loaded into the system so far will be shown with the following information:

User options

  1. User name.
  2. User registration email.
  3. Type of profile of the user.
  4. Status of the user, which can be:

List of users

  1. Within the three dots, you will find a menu to carry out actions such as:

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a. Block: the user is temporarily suspended within the platform, so that they cannot access it.
b. Deactivate: the user will no longer be able to access the platform for an indefinite time.
c. Edit: modify the user's information.
  1. To quickly locate a user, you can use the search bar