Before you begin
This area distinguishes catalogues available to all invoices from defaults assigned to each legal entity. A default speeds up creation, but the person invoicing must still check whether it applies to that transaction.
Create retentions
Open Retentions, enter a descriptive name, and set a percentage greater than 0 and no more than 100.
Deleting a retention removes it from active values and stops using it as the default for legal entities. Review pending invoices first and tell the team which retention to select from that point onwards.
Assign a default retention by legal entity
Open Retentions by company. For each legal entity, select an active retention or leave it blank when no value should be suggested.
The assignment is a starting value for new invoices from that entity; it does not replace the tax check for each transaction. Deleting the retention from the catalogue also removes this default assignment.
Create legal notes
Open Legal notes and create each note with a recognisable title and its full text. Notes can explain an exemption, regime, or any statement that must appear on the invoice.
The title helps users choose the note; the content is the text added to the document. Do not copy legal wording without confirming its current validity and scope with your adviser.
Assign a default legal note by legal entity
Open Legal notes by company and select an active note or none for each legal entity. The default note is suggested for new documents from that entity and can be reviewed while preparing the invoice.
Deleting a legal note deactivates it and removes its default assignment. Check drafts and working templates that depend on it before doing so.
Export records from Verifactu
If Verifactu is enabled for the account, the settings page shows Export Verifactu records. Enter a start and end date to download a ZIP file containing records for the period.
The start date cannot be later than the end date, and the maximum range is eight months. Split longer periods across several exports and retain the files according to the company's document policy.
Information
The export card only appears in accounts with Verifactu enabled. An export supports delivery or review of records; it does not by itself confirm that all tax obligations are complete.
Result
You can confirm the result in the team view or in the status described in the steps above.
Common problems
If an option does not appear, it may depend on your permissions, enabled modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an unsuitable alternative.