Configuration

Before issuing invoices, you need to 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.

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Home panel

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

1. Main menu. One of the ways to navigate the portal.
2. My plan. Check the type of active plan.
3. My catalogs. Summary of catalogs and number of records.
4. My certificates. Displays the registered certificates.
5. Financial flow. Report of documents issued in the last quarter.
6. My issued documents. Number and type of documents from the last quarter.
7. Store. Access it to purchase a plan.
8. Notifications. Number of notifications with a summary.
9. Account. Menu from which you can:

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a. Review your account details.

b. Enter the configurations module.

c. Log out.

10. Company identifier. The company whose session is active. If you have more than one associated company, you can switch from this tab.
11. Help. Access to frequent topics and questions from other users.

• Use the search bar to find a topic.
• If your query doesn't match any topic, go to Request Help.

12. Log out.

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Initial configuration

Before you begin issuing invoices, configure your invoicing tool:

1. Press Finish configuration.

Configurations

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

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General information

A form with the general details of your registration will be shown:

1. To upload your company's logo, press Change logo, then select the file containing your company's logo from the file explorer.
2. Indicate your company's National Taxpayer Registry (RNC) number.
3. Enter the name or business name of the registration.
4. Enter the economic activity your company is engaged in.
5. Select the location details.
6. Enter the country of origin of the merchandise your company sells, if applicable.
7. Enter your company's contact details.
8. Indicate whether your company has access to deferred sending (the option to send electronic documents after finishing the transaction).
9. To update this information, press Save.

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Certificates

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

1. Press the Certificates tab.
2. Press the New button.

3. To upload your company's certificate, press the Certificate field.

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

4. Enter your certificate's password.
5. When finished, press Save.

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Branches

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

1. Branch identification code.
2. Branch name.
3. Status of the branch record: a. Active b. Inactive
4. Pressing the button will display the following options:

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Edit the record.

Delete the record.

View Detail of the record.

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

Add branch

1. Enter the code that will identify the branch.
2. Enter the branch name.
3. When finished, press Save.

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Users

To manage users you need an Administrator profile.

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

3. Enter the full name of the new user.
4. Select the profile type:
   • Administrator: full permissions for configuration, issuance, and management.
   • Operator: permission to issue invoices and query catalogs.
   • Query: can only view and query documents.
5. Enter the contact details of the new user.
6. Select the avatar for the new user.
7. Press Save.

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

Once the registration is finished, all the loaded users will be shown:

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

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

/en/img/iofacturo/republica-dominicana/img-027.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 period.
	c. Edit: modify the user's information.

6. To quickly locate a user, you can use the search bar.

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Numbering

Within this tab, you can query and register the folios authorized by the Tax Authority for the documents you issue. This way, you can keep track of the numbers that are ready to be used, those already used for a document, and those that have already expired.

When you enter this screen, the available numbering ranges are shown and you can query the following information:

1. Type of document to which the numbering can be applied.
2. Range covered by the applicable numbering.
3. Number at which the sequence stands. That is, the next number that will be used for the document type.
4. Expiration date of the range.
5. Within actions, we find the following options:

• a. Edit: The form for editing a range is shown. From this form you can update the numbering to one with a new validity period.

b. Delete: From this option, we can delete a numbering record, if necessary. c. View detail: Shows the relevant data of the numbering record.

To return to the query screen, press Back.