Settings per Company

Settings for different applications per company

Printing formats

Field	Description
Print invoice format	Options: Letter Voucher, POS 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 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

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

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.

Service order printing

Field	Description
Print the comments and their attachments on the service order	When enabled, the service order printout shows the comments made on the order (text, author and date) together with the images attached to them. Files that are not images are listed by name, because a PDF cannot embed them. Disabled by default: comments are internal notes and are not printed.
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.

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

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