Ulyses Cloud allows you to adapt invoicing to the parameters established by the tax authority corresponding to each location. In this way, we can assign different types of invoice codes depending on the process we are carrying out.
- Property settings > Invoice Types
Invoice types allow you to perform the following actions
- Basic invoice parameter configuration
- Invoice numbering configuration: start
- Invoice numbering configuration: year change
- Allowed actions with invoices
- Mandatory fields on invoices
- Invoice validators
Basic invoice parameter configuration
The basic invoice parameters correspond to the following
- Code: Indicates the code of the invoice type
- Name: Name/description of the invoice type
- Credit Note Invoice: Indicates the type of invoice that will be used if a cancellation of this invoice type is made.
- Modification Invoice: Indicates the type of invoice that will be used if a modification of this invoice type is made.
Invoice numbering configuration: start
Each invoice type has its own corresponding numbering, so it will be necessary to configure the counter so that, once we start with Ulyses Cloud, all invoices are issued with the relevant numbering.
To configure the numbering of a new invoice type, go to the Counter section, from where you will indicate
- Date from which this counter will be used
- Invoice series to be used on invoices
- Number of the first invoice to be issued
For example, below we can see how the user indicates that the first invoice of this type will have numbering 2400001 starting from 2024.
It is also possible to schedule invoice numbering for the future.
For example, suppose we want the year 2025 to have numbering 2500001 and that when we switch to 2026, the invoice numbering changes to 2600001
We verify that the 'Ordinary Invoice' has the correct Counter assigned, with the correct dates and numbering for the year 2025 and the invoice type associated with credit notes.
Invoice numbering configuration: year change
To update invoice numbering with the change of year:
- Go to property settings > Invoice type
- Access each of the invoices
- Click on Add Invoice Counter Date
- Select the date from which you want the change to apply, for example: 01/01/2025
- Add the Series, for example: 2025
- In counter, enter the number you want it to start from, for example: 1
Important: Do not modify Invoice Counter
Allowed actions with invoices
Ulyses Cloud allows you to determine what actions can be performed with invoices of a certain type through Allowed Actions
From there we can select whether to allow
- Modify invoices of this type
- Reopen invoices of this type
- Credit invoices of this type
- Manually assign invoices of this type
- Add products with one or more Taxes
- Open new folio or delete account
Mandatory fields on invoices
Ulyses Cloud allows you to select which fields are required to be filled in order to close a folio and convert it into an invoice from Required Fields
Once we have selected the desired fields, every time we close a folio, Ulyses Cloud will check what type it is and which fields are necessary in order to close it:
Invoice validators
By means of validators, we can indicate that a type of invoice cannot be closed if the folio amount does not meet a condition. For example, if the amount of an invoice is greater than €400, we will not be able to close a folio that has the following condition:
Summary entry type invoices
The purpose of a summary entry type invoice is the orderly compilation of simplified invoices issued by an outlet in order to present them to the tax agency, so a series of controls are required to ensure they are not issued if the necessary conditions are not met.
For this, the following validations have been added:
- It is not allowed to issue a summary entry invoice if any of the lines does not have an associated outlet simplified invoice number (ticket).
- It is not entry invoice with only one ticket (in this case it is considered a simplified invoice).