Before you begin
Open Invoicing settings to prepare the values used when creating invoices. The card is only available when the company uses the invoicing module, and you need permission to manage settings. Some options also require invoice-management permission.
Complete this setup before issuing the first document. See Invoicing to create, issue, collect, or correct invoices after preparing the catalogues.
Warning
Talento stores and applies the configuration you choose, but it does not decide which tax, retention, series, legal note, or tax regime applies to a transaction. Validate tax decisions and legal wording with your adviser.
Configure series by office
Open Invoice series and edit each office that will issue documents. Each office maintains three numbering sequences:
- standard invoices;
- corrective or credit invoices;
- simplified invoices.
For each series, the prefix is optional and the next number is the identifier assigned to the next issued document. The page shows a preview.
The simplified series can have its own prefix and counter. If you do not configure its next number, it shares the standard series. Review this choice with your adviser and prevent two offices from accidentally using the same sequence.
Important
Do not change the next number to "correct" an invoice that has already been issued. Numbering must remain continuous, and issued documents are not renumbered from this page.
Create a tax and its effective rates
Open Taxes, create a tax with a recognisable name, and add at least one percentage rate. Each rate needs a start date and can have an end date.
Use consecutive effective periods so the correct percentage is retained for every period. Periods for the same tax cannot overlap, and a new start date cannot be in the past.
Before retiring a rate, check the items, categories, lines, and documents that use the tax. Creating a new effective rate is usually safer than changing the meaning of an earlier one.
Result
You can confirm the result on the settings page, in the list, or in the status described in the steps above.
Common problems
If an option does not appear, check the enabled module, the specific permission, and the record scope. If the configuration is correct and the problem continues, keep the message shown and contact support.