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How do I manage my account Settings?

Settings is where you can add and customize your tax information, preferences, set up online payment through PayPal and more.

 

Tax Profile

Set up a logo and your tax profile information with the steps in How do I manage my Tax Profile?.

 

Digital Stamps and e.Firma Certificate

Upload and manage your Digital Seal Certificate (CSD) and your e.Firma / Electronic Signature Key (FIEL) with the steps in How do I add and manage my Digital Stamps and e.Firma?.

 

Upload Customer's CIF

If you have your Customers’ Tax Identification Card (CIF), you can upload it which will create a new Customer or update your existing Customer’s information in your account for you. Use the below steps:

  1. Click on your avatar in the top right corner
  2. Then click on Upload CIF of your Customers
  3. Next, click on Select File and select the PDF file
    Upload Client CIF section with button to upload file.
  4. Click on the Upload CIF button and the information will show up in the fields provided
  5. Review your Customer’s information and click on the Create or update customer button. The new Customer or updated Customer will appear in your Catalog.
    Create or update customer button.

 

Office Branches

Store your Office Branches in your account to quickly apply them to future invoices with your customers. To add a new Office Branch, use these steps:

  1. Click on your avatar in the top right corner
  2. Then click on Office Branches
  3. Next, click on the Add Office Branch button
    Branch section with button to add new branch.
  4. Add the Name, Description, Postal Code, and State
    New branch with fields to fill out.
  5. If needed, click on the Add optional data link to add the address
  6. Click on Save to finish. The new branch will appear in your list of locations.

 

Manage Office Branches

In your list of branches, you can perform any of these actions by clicking on either:

  • Delete - Click on the X icon to delete the location
  • Edit - Click on the pencil icon to edit the location
  • List - Click on the list icon to see all associated invoices for this specific location

 

Invoice Types

Manage which Invoice Types appear while creating an Invoice in What kind of Invoices can I create?.

 

Addenda

Addenda allows you to include extra information on your invoices that can be protected by the digital seal of the invoice. Once an Addenda is purchased, use the steps in How do I create an Invoice? to attach one to your invoice.

 

Users

Add and manage your users to work together with you in your Facturama account using the steps in How do I add and manage my Users?.

 

Bank Accounts

Store your bank details in your account to quickly apply them to future invoices with your customers. To create a new Bank Account, use these steps:

  1. Click on your avatar in the top right corner
  2. Then click on Bank Accounts
  3. Click on the Add Account button
  4. Enter the Account Holder, CLABE, Account Number
    Bank section with new bank button.
  5. Next, select the Bank
  6. If needed, specify the Branch
  7. Click Save to finish.

 

Manage Bank Accounts

In your list of Bank Accounts, you can use any of the below actions:

  • Delete - Click on the X icon to delete the Bank Account from your list
  • Edit - Click on the pencil icon to edit the Bank Account details
  • Default - Click on the dot next to a specific Bank Account to make it appear on all new invoices by default

 

Settings

Customize your Facturama account with these steps:

  1. Click on your avatar in the top right corner
  2. Then click on Settings.

 

In Settings, click on any of the below options and click Save to finish:

  • Decimals - Choose between 2 decimal places or 4 decimal places for numbers on your PDFs
  • Percentage - Choose between 2 decimal places or 4 decimal places for percentages on your PDFs
  • Promotional Emails - Check the box off next to Stop receiving emails to stop Facturama from sending you promotional emails

 

API Settings

 

The API Settings section is only for users that have an API Account.

 

Access your API Settings using these steps: 

  1. Click on your avatar in the top right corner
  2. Then click on API Settings.

 

API Settings

    • Details your API account including expiration date, and the number of remaining invoices you have left

Notification of Invoice Renewal

      • Minimum Invoices - Specify at what amount of invoices remaining you want to be notified of before a renewal occurs
      • Primary and Secondary Email - Specify the email address to send the renewal notification to

 

HTTP Logs

 

The HTTP Logs section is only for users that have an API Account.

 

The HTTP Logs details all requests made through your API Account and details of those requests. Access your HTTP Logs using these steps: 

  1. Click on your avatar in the top right corner
  2. Then click on HTTP Logs.
    HTTP Logs section.

 

Notes

Add custom messages like account information, advertising, notices, promissory notes or reminders to your invoices by storing them in your Notes. Use the below steps:

  1. Click on your avatar in the top right corner
  2. Then click on Notes
  3. Next, click on the Add Note button
    Notes section with button to add new note.
  4. Enter a Title and the Description, then click Save.

 

Manage Notes

In your list of Notes, you can use any of the below actions:

  • Delete - Click on the X icon to delete the Note from your list
  • Edit - Click on the pencil icon to edit the Note details
  • Default - Click on the dot next to a specific Note to make it appear on all new invoices by default

 

Collect your Invoices with PayPal

Set up PayPal to accept payments from your customers on invoices with the steps in How do I accept online payments with PayPal?.

 

Manuals

Access helpful information about your Facturama account like CFDI changes, video tutorials, API docs and eBooks anytime using these steps:

  1. Click on your avatar in the top right corner
  2. Then click on Manuals
  3. In the list of resources, click on any resource to open it in a new tab on your browser.