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Configuration

Before issuing invoices, you must configure your invoicing tool to adapt it to your company's needs as an issuer.

Configurations

The initial configurations can be modified at any time from the Configurations module.

Home panel​

Within the global invoicing tool's home screen, you will find the following elements:

ioFacturo invoicing tool home panel

  1. Main menu. One of the ways to navigate the portal.
  2. Initial configuration. It will be shown until you finish the configuration.
  3. My plan. Consult the active plan type. Press View my plan for the detail.
  4. My certificates. Displays the registered certificates. Press View my certificates.
  5. My catalogs. Summary of catalogs and number of records.
  6. Financial flow. Report of documents issued in the last quarter.
  7. My issued documents. Number and type of documents from the last quarter.
  8. Store. Access it to upload payment receipts for your plan.
  9. Notifications. Number of notifications with a summary.
  10. Account. Menu from which you can:

User account menu

  • Review your account data.
  • Enter the configurations module.
  • Sign out.
  1. Company identifier. Company whose session is active. If you have more than one company associated, you can switch from this tab.
  2. Help. Access to frequent topics and questions from other users.

Invoicing tool help panel

  • Use the search bar to find a topic.
  • If your query does not match any topic, go to Request Help.
  1. Sign out.

Initial configuration​

Before starting to issue invoices, configure your invoicing tool:

  1. Press Finish configuration.

Initial configuration screen

Configurations

The configurations we will see below can be changed later in the Configurations module.

General information​

A form with the general data of your registration will be displayed:

Company general information form

  1. To upload your company logo, press Change logo and select a .jpg or .png file (maximum 1 MB).
  2. Enter the company's Taxpayer Registration Number.
  3. Enter the company's tax data.
  4. Register the company's trade name.
  5. Select the economic activity the company engages in.
  6. Capture your company's contact and location data.
  7. If applicable, enter the donee document number.
  8. Press Save to update the information.

Certificates​

Within the Certificates tab you can upload the certificates needed to issue invoices.

View of the Certificates tab — New option

  1. Press the Certificates tab.
  2. Press the New button.
Certificate in Inbox

If you already have a certificate uploaded in Inbox (a Gosocket solution), you can use it directly to issue tax documents.

Digital certificate upload form

  1. Press the Certificate field and select your certificate file in .crt format.
  2. Press Save.

Branches​

From the Branches tab you can register, consult and modify your company's branches.

List of registered branches

  1. Sale code of the branch before the Ministry of Finance
  2. Sale code of the branch to identify it within the company
  3. Establishment code before the Ministry of Finance.
  4. Code with which the branch is identified within the company.
  5. Status of the branch record:
    • a. Active
    • b. Inactive
  6. When you press the three-dot button, the following options will be displayed:

Action options for a branch

From the actions menu you can Edit, Delete, View Detail or Deactivate a branch.

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

Add branch​

New branch form

  1. Enter the branch's MH establishment code.
  2. Type the internal establishment code.
  3. Capture the point of sale code before the MH.
  4. Enter the internal point of sale code.
  5. Select the establishment type: Warehouse, Head office, Other, Premises and/or yard, or Branch/agency.
  6. Press Save.

Users​

To manage users you need an Administrator profile in order to have access to the Configurations module.

Users module — tab and add button

  1. Select the Users tab.
  2. Press the Add button.

New user form

  1. Enter the new user's full name.
  2. Select the profile type:
    • Administrator: full configuration, issuance and management permissions.
    • Operator: permission to issue invoices and consult catalogs.
    • Query: can only view and consult documents.
  3. Enter the new user's contact data.
  4. Select the new user's avatar.
  5. Press Save.

Notification of user registered successfully

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

Once registration is complete, all uploaded users will be displayed:

User status indicator

  1. User name.
  2. User registration email.
  3. User's profile type.
  4. User status, which can be:

List of registered users

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

/en/img/iofacturo/el-salvador/img-028.png" alt="Action menu for a user" />

a. Block: the user is temporarily suspended within the platform, so 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.