Settings for different applications per company
Printing formats
| Field |
Description |
| Print invoice format |
Options:
If you are going to use the POS Billing simultaneously with the Electronic Invoice, you must select the "Letter" option in this field. |
| Invoice observations |
Text to display in the Observations section of Sales Invoices |
| Estimation observations |
Text to display in the Observations section of Estimations |
| Purchase order observations |
Text to display in the Observations section of Purchase Orders |
| Display the product/service description when printing the invoice |
|
| Hide the product/service name when printing the sales invoice |
Each line of the printed sales invoice shows only its description instead of the product/service name. |
| Hide the customer phone and cell phone when printing sales documents |
The phones are still stored and visible inside the system; they are only omitted from the printed document delivered to the customer (POS voucher, sales invoice and its PDF). |
| Hide the customer email when printing sales documents |
The email is still stored and keeps being used to send the electronic invoice; it is only omitted from the printed document delivered to the customer. |
| Hide the customer identification document when printing sales documents |
Warning: on the electronic invoice the identification of the acquirer is a mandatory field of the graphic representation. Enable this only for the POS voucher delivered to a final consumer, and confirm it with your accountant first. |
| Show the user ID instead of the identification when printing documents |
In the “Registered by” line of printed documents, show the internal ID of the user who created the record instead of their identification number. It applies to every printed document of the company: sales invoices, POS vouchers, medical orders, accounting records and service orders. Inside the system the user keeps being shown with the identification. |
Industries for sales invoices
| Field |
Description |
|
Sales Invoice Industries
|
|
| Default type of invoice |
Options:
- Commercial
- Health sector
- Exportation
- Mandate
|
| Default type of operation in the health sector invoice |
Options:
- SS-CUFE
- SS-SinAporte
- SS-Reporte
- SS-Recaudo
|
| Default currency |
Options:
- USD - Dollar
- CAD - Canadian Dollar
- MXN - Mexican Peso
- BRL - Brazilian Real
- ARS - Argentine Peso
- COP - Colombian Peso
- CLP - Chilean Peso
- PEN - Peruvian Sol
- VEF - Venezuelan Bolívar
- DOP - Dominican Peso
- GTQ - Guatemalan Quetzal
- CRC - Costa Rican Colón
- HNL - Honduran Lempira
- NIO - Nicaraguan Córdoba
- PYG - Paraguayan Guarani
- UYU - Uruguayan Peso
- BOB - Bolivian Boliviano
- HTG - Haitian Gourde
- TTD - Trinidad and Tobago Dollar
- BBD - Barbadian Dollar
|
| Default delivery conditions |
Options:
- Cost and Freight
- Cost, Insurance, and Freight
- Carriage and Insurance Paid to
- Carriage Paid To
- Delivered at Place
- Delivered Duty Paid
- Delivered at Place Unloaded
- Ex Works
- Free Alongside Ship
- Free Carrier
- Free on Board
|
| Invoice in dollars format |
Shows the currency fields on sales invoices and quotes, and prints them converted to the selected currency. It is ignored when the Exportation industry is active, because that one already includes these fields. |
Importation
| Field |
Description |
| Similarity ratio for matching elements when importing invoice XML |
Minimum similarity percentage (0-100) used to match products by name against the existing catalog when importing an invoice XML. Lower values reuse more existing products (risk of false matches); higher values create more new products. Default: 80. |
General
| Field |
Description |
| Show out-of-stock products in the POS? |
|
| Enable order configuration in catalog |
|
Restaurants
| Field |
Description |
| Number of POS tables |
|
Extra fields
| Field |
Description |
| Include POS service type in the POS |
When enabled, the POS can collect or show the service type (Dine-in, Takeaway, Home delivery). |
| Include POS address in the POS |
When enabled, the POS can collect or show the POS address field on sales documents. |
| Include POS phone in the POS |
When enabled, the POS can collect or show the POS phone field on sales documents. |
| Include observation in the POS |
When enabled, the POS can collect or show the observation field on sales documents. |
Tips
| Field |
Description |
| Enable tips |
|
| Suggested tips percentages |
Enter suggested percentages separated by commas. Example: 10,15,20 |
| Accounting account to record tips |
|
| Accounting account for tips payments |
|
Checkout
| Field |
Description |
| Webstore payment gateway |
Options:
Gateway the online store checkout offers. "All configured" shows every gateway with credentials saved for this company. |
| Webstore cash on delivery |
Offer cash on delivery at the online store checkout: the order becomes an invoice saved on credit, to be collected when it is delivered. |
| Webstore stock display |
Options:
- Inventory: quantities by branch office
- Only available / not available
- Always available
What the online store shows about each product availability: the quantity in every branch office, only "Available" / "Not available", or always "Available". |
| Webstore price visibility |
Options:
- Everybody sees prices and can buy
- Sign in or register to see prices and buy
Who sees the prices and can add to the basket in the online store: everybody, or only customers who signed in (visitors are asked to sign in or register). |
General
| Field |
Description |
| Enable workflows |
Automatically open the next form of the workflow configured on the person group after saving each document. |
Bank reconciliation
| Field |
Description |
| Flexible bank reconciliation matching |
Lets the bank reconciliation pair a statement row with an accounting entry that differs by up to one peso, and pair a single deposit with several entries that add up to it. Turn it on when entries are stored rounded to the peso while the statement keeps cents, or when a payment gateway settles what several customers paid as one deposit. |
Income statement per account and third party
| Field |
Description |
| Enable the profit and loss format |
Adds the "Profit and loss format" option to the Income statement per account and third party report: each section with its accounts and its total at the end, without repeated group rows, and the profit for the queried period. |
Automatic accounting of Self-retention
| Field |
Description |
| Automatically account for self-retention |
If this option is selected, an Accounting Record will be automatically generated for self-retention, at the end of each month. |
| Self-retention rate (%) |
Percentage rate for Self-retention. Up to 3 decimal places. |
| Base account for calculating self-retention |
Accounting account from which the base value is extracted to calculate the self-retention |
| Advance account to account self-retention |
Accounting account in which the advance value of the self-retention will be recorded |
| Liability account to account self-retention |
Accounting account in which the liability value of the self-retention will be recorded |
Service order printing
| Field |
Description |
| Service order terms and conditions |
Text printed at the bottom of every service order, for example the storage fees policy. Leave it empty to print nothing. |
Service order locking by signature
| Field |
Description |
| The client signature on reception locks the editing of the service order |
Once the service order is saved with this signature, it can no longer be edited. Changing this option only applies from then on: orders already locked stay locked. |
| The client signature on delivery locks the editing of the service order |
Once the service order is saved with this signature, it can no longer be edited. Changing this option only applies from then on: orders already locked stay locked. |
| The technician signature locks the editing of the service order |
Once the service order is saved with this signature, it can no longer be edited. Changing this option only applies from then on: orders already locked stay locked. |
| The boss signature locks the editing of the service order |
Once the service order is saved with this signature, it can no longer be edited. Changing this option only applies from then on: orders already locked stay locked. |
Settings per Company
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