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⚙️ Billing Settings

Customize how your documents are viewed and numbered


📊 Functional Status

FunctionalityStatusNotes
Edit draft invoices✅ AvailableModify before issuing
Numbering sequences✅ ImplementedBy document type
Configurable prefixes✅ ImplementedBy tenant and type
Multidelegation (per warehouse)✅ ImplementedSequences by warehouseId
Email templates📅 Coming soonQ2 2026
Tax configuration📅 Coming soonQ2 2026
Visual customization docs📅 Coming soonQ2 2026

✅ Features Available Now

Automatic Numbering Sequences

Status: ✅ IMPLEMENTED

The system automatically manages the numbering of all commercial documents:

Screenshot: invoice-settings

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

Prefix Configuration

In Settings → Company you can customize:

Features:

  • ✅ Independent numbering by document type
  • ✅ Numbering by year (resets every year)
  • ✅ Configurable length (3-10 digits)
  • ✅ No gaps in the sequence
  • ✅ Guaranteed atomicity (no duplicates)

Multidelegation (Per Warehouse)

Status: ✅ IMPLEMENTED

If you have multiple warehouses/delegations, you can have independent sequences:

Note: Advanced multi-delegation (consolidated reporting, data by branch) is under development.


Edit Invoices in Draft

Invoices in DRAFT status can be completely modified:

Where: Billing → Invoices → Select draft → Edit


Basic Company Configuration

Now available in Settings → Company:

  • [x] Tax data (company name, CIF, address)
  • [x] Company logo
  • [x] Telephone and contact email
  • [x] Bank details (IBAN)
  • [x] Invoice footer text
  • [x] Corporate brand color

📅 Features Coming Soon

1. Email Templates

Available: Q2 2026

Customize automatic emails:


2. Tax Settings

Available: Q2 2026

Manage VAT rates:


💡 Current Recommendations

Prefix Settings:

TypeSuggested PrefixExample
InvoicesA-A-2025-0045
RectificationsR-R-2025-0008
BudgetsP-P-2025-0156
OrdersPV-PV-2025-0034

Multidelegation:

If you have multiple branches, consider:

Formato: A-MAD-2025-0045
         ↑    ↑
         │    └── Delegación (Madrid)
         └─────── Prefijo factura

❓ Frequently Asked Questions

"Can I change the numbering of an already issued invoice?"

No. The invoices issued have a fixed number due to a legal requirement.

"Can gaps be created in the numbering?"

No, the system guarantees continuous sequences without gaps.

"What happens if I change the prefix to the middle of the year?"

The numbering remains where it was. Prefix changes only affect future documents.

"Does multidelegation work with the same company?"

Yes, you can have separate sequences per warehouse using the warehouseId.


✅ Configuration Checklist

  • [ ] Configure prefixes for each document type
  • [ ] Define numbering length (recommended: 4 digits)
  • [ ] Configure company tax data
  • [ ] Upload logo in high quality
  • [ ] Prepare invoice footer text
  • [ ] Configure multidelegation if applicable

⚙️ Custom settings make a difference

Your documents should reflect your brand image.

Overview

Need help? soporte@poolcontrolpro.com