Business configuration is essential for correct invoice issuance. A business represents a legal entity that issues invoices with its own fiscal identity. You can manage multiple businesses from a single account, each with completely independent configuration.
Fiscal data
Legal information that identifies the invoice issuer. This data appears on all invoices and must exactly match your official fiscal registration.
Legal name
Complete legal business name as it appears in commercial or fiscal registry. Avoid unofficial abbreviations.
Tax ID
Tax Identification Number. Enter without spaces, dashes, or special characters.
Fiscal address
Complete registered fiscal address. Include street, number, floor, postal code, city, and region.
Country code
Fiscal registration country (e.g., ES for Spain). Used to determine applicable regulations and data format.
Regional flag
Mark if business operates in Basque Country or Navarra. Affects Veri*factu mode due to specific regulations.
Tips & Best Practices
- Verify data exactly matches your official documentation
- Errors in fiscal data can invalidate issued invoices
- Once invoices are created, modifying this data does not affect previous invoices
Invoice numbering
Flexible automatic numbering system with customizable templates. Define how invoice numbers are generated consistently and incrementally.
Numbering template
Pattern with variables: {SEQ:n} for sequence with n digits, {YYYY} 4-digit year, {YY} 2-digit year, {MM} month, {CODE} business code. Example: {SEQ:5}-{YYYY}-{CODE}
Business code
Short 3-character code to identify business in invoice number. Example: ABC, EMP, SOC.
Initial sequence
Number where sequence starts. If migrating from another system, use next available number.
Invoice series
Optional prefix for different invoice types (e.g., normal, rectification, export). Each series maintains independent sequence.
Examples
{SEQ:5}-{YYYY}-{CODE} → 00001-2026-ABCINV-{YYYY}-{SEQ:4} → INV-2026-0001{CODE}-{MM}/{YY}-{SEQ:3} → ABC-03/26-001
Tips & Best Practices
- Numbering must always be incremental without gaps
- Avoid special characters that may cause problems in external systems
- Once an invoice is issued, do not change pattern to maintain consistency
- System guarantees uniqueness through database concurrency control
Default taxes
Configure tax rates that will be automatically applied when creating new invoices. You can modify them per invoice while in draft.
Default VAT (%)
Standard VAT rate for your activity. In Spain: 21% general, 10% reduced, 4% super-reduced. Can mark exemption if applicable.
Default IRPF (%)
IRPF withholding if you are a professional. Common rates: 15% general, 7% new professionals, 21% depending on activity. 0% if no withholding applies.
VAT exemption
Mark if your activity is VAT-exempt (e.g., medical services, education, insurance). Legal notice will appear on invoice.
IRPF exemption
Mark if you do not apply IRPF withholding (e.g., corporate companies, certain professionals).
Tips & Best Practices
- Consult your tax advisor for correct tax rates for your activity
- Default rates speed up creation but you can change them per invoice
- If issuing to different European countries, consider creating separate businesses per regime
- Rectification invoices maintain same rates as original invoice
Payment details
Bank information that will be displayed on invoices to facilitate bank transfer payment. Includes automatic SEPA EPC069-12 QR code generation.
Bank name
Name of banking institution (e.g., BBVA, Santander, Sabadell). Appears on invoice as reference.
IBAN
Bank account number in international IBAN format. Validate it is correct before saving.
BIC/SWIFT
International bank code. Required for international transfers and QR code generation.
Beneficiary
Account holder name. Usually matches business legal name.
Per-client configuration
You can override this data for specific clients requiring different accounts.
Tips & Best Practices
- SEPA QR code allows your clients to pay with a single photo from their banking app
- Verify IBAN is correct to avoid payment issues
- If managing multiple accounts, consider using per-client override
- Bank details are included in PDF but not in fiscal records
Email configuration (SMTP)
Configure your SMTP server to send invoices directly from the platform to your clients. Completely optional: you can also download PDFs and send them manually.
SMTP server
Outgoing mail server address (e.g., smtp.gmail.com, smtp.office365.com).
Port
Server port. Common: 587 for TLS, 465 for SSL, 25 for unencrypted (not recommended).
Security
Encryption type: TLS (recommended), SSL, or none (development only).
SMTP user
Username or email address for authentication.
Password
SMTP server password. Encrypted with AES-256 before storage.
Sender
Name and email that will appear as email sender.
CC (copy)
Optional email that will receive copy of all sent invoices.
Tips & Best Practices
- Gmail and Outlook require "app passwords" instead of your normal password
- Test configuration by sending a test invoice to yourself
- Password is encrypted with AES-256-GCM for maximum security
- If you do not configure SMTP, you can download PDFs and send from your email client
PDF legal notes
Customize footer and legal block that will appear on all invoices. Useful for including additional information, payment terms, or legal notices.
Invoice footer
Short text appearing at end of each invoice. Example: "Thank you for your trust" or payment conditions.
Legal block
Longer text for legal information, return policy, terms and conditions, etc.
GDPR notice
Data protection notice automatically included according to GDPR regulations.
Tips & Best Practices
- Include payment terms (e.g., "Payment within 30 days from issue")
- Mention late payment penalties if you apply them
- Add contact information for questions or inquiries
- Avoid very long texts that take unnecessary space
Regional configuration
Format settings and preferences that affect how invoices and data are displayed on the platform.
Date format
How dates are shown in PDFs and interface. Examples: DD/MM/YYYY (European), MM/DD/YYYY (American), YYYY-MM-DD (ISO).
Default language
Business primary language (Spanish or English). Affects PDFs, emails, and invoice legal texts.
Currency
Currently only supports EUR (euros). Future versions will include more currencies.
Tips & Best Practices
- Choose date format according to your clients' preferences
- You can change language per individual invoice if you have international clients
- Language affects automatic texts but not your custom descriptions
Veri*factu mode
Compliance system with Spanish invoice verification regulation. Implements cryptographic hash chain and optional transmission to Tax Agency (AEAT).
Hash chain
Each invoice includes SHA-256 of its data + previous invoice hash. Guarantees immutability and chronological order.
Validation QR code
In live mode, invoices include QR for public validation on AEAT electronic office.
Invoice locking
Transmitted invoices are marked as locked and cannot be edited to maintain fiscal integrity.
Audit log
All Veri*factu interaction is logged: transmission status, AEAT responses, errors, retries.
Disabled (off)
Veri*factu not applied. Normal invoices without hash chain. Recommended if not required or not operating in Spain.
Shadow mode (shadow)
Hash chain calculated and Veri*factu records stored, but NOT transmitted to AEAT. Useful for preparation or testing.
Production mode (live)
Active hash chain AND automatic AEAT transmission via SOAP. Requires digital certificate. Only if legally required.
Tips & Best Practices
- Consult your tax advisor if you are required to use Veri*factu
- Start with shadow mode to familiarize yourself before activating transmission
- You will need P12 digital certificate for AEAT transmission
- Basque Country and Navarra have specific regulations (mark regional flag)
- Once activated in live, invoices are locked for editing