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Registration and Sign-In

Before you start issuing documents in ioFacturo Costa Rica, you must complete four initial configuration steps with the Ministry of Finance.

Step 1 β€” Download the Cryptographic Key and Digital Certificate​

To issue Electronic Invoices, a Digital Certificate and a Cryptographic Key are required, which guarantee the integrity, authenticity and authorship of the receipts.

  1. Log in to the Virtual Tax Administration (ATV) portal: https://www.hacienda.go.cr/ATV/login.aspx with your identification number and password.
  2. Confirm your information with the data from the TIV (Virtual Smart Card) document delivered to the legal representative upon registering as a taxpayer.

ATV portal access

  1. Click Electronic Receipts in the main bar and then Production Cryptographic Key.

Cryptographic key generation

  1. Enter your PIN number (save it: it will be used as the private key later) and download the certificate.
caution

Do not install the certificate on your computer. Only store it to upload it later into ioFacturo.

Step 2 β€” Generate a username and password for electronic receipts​

Once the file is downloaded, you must generate a username and password to issue receipts.

  1. In the ATV portal, select Electronic Receipts β†’ Generate new password in production.

Password generation in ATV

  1. Click Accept in the dialog box.

Confirmation of generated password

caution

The generated password is used to sign your digital documents. Each time you generate a new one, you must update it in ioFacturo. It is recommended to save it and generate it only once.

Step 3 β€” Register in ioFacturo​

  1. Go to www.iofacturo.com
  2. Click Register.
  3. Enter your first and last name.
  4. Enter your email address.
  5. Click Continue.

Registration form

  1. You will receive an email with a verification code.

Verification email

  1. Enter the verification code in the corresponding field.
  2. Click Validate.

Entering the verification code

Account data form

In the form that appears, complete the following data:

Country
Select Costa Rica
Tax ID
Enter your tax identification number
Password
Password to sign in to ioFacturo
Confirm password
Repeat the password to verify it
Terms and conditions
Check the acceptance box

Click Register to finish.

Company data

Step 4 β€” Notify the Ministry of Finance​

Once ioFacturo is configured, you must notify the Ministry of Finance that you will start with electronic invoicing.

Registration as issuer/receiver

Persons who register their ID as issuer/receiver of the Electronic Invoice must start their invoicing from this moment. If you need to return to the traditional method (paper), you must also notify the Ministry.

  1. Log in to the ATV portal.
  2. Select Single Tax Registry β†’ Single Tax Registry Declarations.
  3. Select the Declaration of Data Modification form and update your data.
  4. In section XII. Invoicing Method, select the corresponding options.

ATV portal - Tax Registry

D140 form

  1. Validate the information and accept the declaration of Form D140.

Form confirmation

Approval completed


Sign-in​

If you already have a username and password:

  1. Go to https://www.iofacturo.com
  2. Click Access.
  3. Enter your email.
  4. Enter your password.
  5. Click Sign in.
  6. If you do not remember your password, click Forgot my password.

Sign-in screen

Access form


Forgot my password​

  1. Enter the email address of the account whose password you need to reset.
  2. Click Continue.
  3. You will receive an email with the reset code.

Password recovery screen

Email with reset code

  1. Return to the sign-in window and enter the verification code.
  2. Click Validate.
  3. Enter and confirm the new password.
  4. Click Continue.

Entering the verification code

New password form

Code not received

If you did not receive the code, click Resend code and repeat the process from point 1.


Welcome to ioFacturo​

When you enter the invoicing tool, you will find the following elements on the home panel:

ioFacturo home panel

1
Main menu. This part of the screen is one of the alternatives you can use to navigate the ioFacturo portal.
2
Initial configuration. By clicking Finish configuration you can finish loading your data, products, customers, etc., to complete adjusting your company's settings.
3
My plan. You can check the type of plan you currently have active. Just click View my plan.
4
My certificates. Shows the certificates registered so far. To view the details of your certificates, click View my certificates.
5
My catalogs. Shows the summary of the catalogs and the number of records held so far.
6
Financial flow. Shows a report on the documents issued in the last quarter.
7
My issued documents. In this part of the screen we can check the number and type of documents issued during the last quarter.
8
Store. From this button you can enter the Invoicing tool store to buy a plan according to your needs.
9
Notifications. Shows the number of notifications and a brief summary of what they are about.
10
Account. Opens a menu from which you can:

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a. Review your account data.


b. Enter the settings module.


c. Sign out.

11
Company identifier. The company whose session is active is shown. If your account has more than one associated company, you can switch from this tab.
12
Sign out.