Prepare a company for VeriFACTU

VeriFACTU activation is configured per billing company and requires guided assistance. Values on this record affect which invoices Holidario presents as requiring the workflow, which certificate it uses, whether it connects to test or production, and when invoices are generated or marked.

Do not enable or change these fields to explore the interface. First define the policy with the person responsible for billing and the organization's adviser.

Who must be involved#

• an administrator with permission to update the company;
• the person responsible for billing;
• the tax adviser who determines classification, taxes, numbering series, and start date;
• the authorized certificate custodian;
• Holidario support during testing and production transition.

Holidario applies the selected configuration. It does not decide whether an entity is subject to VAT, IGIC, or IPSI, or which date or scheme it should use.

Data that must be confirmed#

Before implementation, prepare for each company:

1. legal name, tax identification, and address;
2. representative, where applicable;
3. confirmed VAT, IGIC, Ceuta IPSI, or Melilla IPSI classification;
4. rental operations billed through that company;
5. invoice number format and starting point;
6. the accounting start date Holidario should apply;
7. a digital certificate containing its private key and the password;
8. renewal owner and expiry date;
9. invoice issue and automatic-payment policy;
10. testing, verification, and production-authorization plan.

Do not share the certificate or password through a normal support ticket.

Fields that change behavior#

Tax classification#

VAT, IGIC, and IPSI markers affect the company's internal classification and the calculation of whether an invoice requires VeriFACTU. They must match the real case, including applicable tax location; do not reuse a mainland company's settings for a Canary Islands, Ceuta, or Melilla entity without confirmation.

VeriFACTU enabled#

This toggle is part of Accounting configuration, but it is not a universal master switch. In current behavior, a company marked as tax registered can still cause its invoices to require VeriFACTU even when the accounting toggle might be read visually as disabled. For an individual with no tax marker, accounting configuration does participate in that decision.

The outcome must therefore be checked with sample invoices, not only by reading the toggle.

VeriFACTU debug mode#

This field selects the test environment when enabled and production when disabled. Changing it changes the destination for subsequent submissions. The implementation session must explicitly record which mode is in use and who authorized the change.

Dates and automations#

• Default invoice issue days affects the calculated date when an invoice has no explicit issue date.
• Automatically mark invoices as paid can make invoices eligible for later stages without a manual receipt confirmation.
• Accounting start date blocks processing of invoices with earlier dates.

All three decisions affect daily work and must be tested with a sample that is not sent to production.

What a stored certificate proves#

Holidario extracts a public and private key from the supplied file. Saving without an error proves it could process the file at that point; it does not prove that:

• the certificate remains current;
• it represents the correct company;
• the authority will accept the next submission;
• the team is in the correct test or production mode;
• every invoice value is valid.

Evidence required during guided setup#

Activation should document:

• company and linked operations;
• approved tax classification;
• visible test/production mode;
• checked certificate and expiry without recording secrets;
• numbering and start date;
• reviewed result of a test invoice;
• owner for rejected and pending items;
• separate authorization before any first production submission.

Current boundary#

The public documentation does not provide steps for enabling production, replacing the certificate, or sending a test invoice. Those actions can change accounting data and communicate with an external authority. Until the product provides guided activation, request assistance and use Monitor VeriFACTU states and errors for subsequent review.