The general settings interface allows for configuring the company's administrative data as well as various global parameters.
1. Company Identity
The information entered in this section will automatically appear on commercial documents.
Access:
Go to Settings > General > Identity.
Fields to fill out:
Company Information: Name, legal structure, registration number, etc.
Head Office: Complete address and additional details.
Contact Details: Phone number, email address, website, etc.
After completing the fields, click Save to validate.
2. Email Settings
Two options are available to configure email sending in Fact:
Enable Attachments:
Automatically include additional documents with emails, such as terms and conditions, certificates, or other relevant files.
Enable emails for Periodic invoices:
Automatically send recurring invoices by email once they are validated, whether manually or automatically.
See also: How to set up a recurring invoice?
3. Banking information and Payment methods
Access:
Go to Settings > General > Payment.
Available Settings:
Payment Methods:
Define accepted payment methods (e.g., check, cash, bank transfer).
Enable the bank deposit module for checks or cash payments by selecting the appropriate checkbox.
See also: How to make a bank deposit?
Set a default payment method for the folder. If a client does not have a specific default payment method, the folder’s default will apply to documents automatically.
Payment Terms:
Configure payment terms to automatically calculate invoice due dates.
Set a default payment term for the folder. If no specific terms are defined for a client, the folder’s default will apply to documents.
Banking Details:
Enter the IBAN, BIC, and bank name. This information will automatically appear on commercial documents, eliminating the need to send banking details (RIB) to new clients.
Add multiple IBANs and set a default IBAN for a folder, client, or document.
The ICS number is mandatory for generating direct debit files. This number must be requested from the bank. (If no direct debits are planned, leave this field blank.)
If the company is a member of an approved management center, select the corresponding checkbox to include the required legal mentions in documents.
4. Numbering Format and Units
Access:
Go to Settings > General > Format & Units.
Available Options:
Document Numbering Format:
Configure the structure of document numbers using fields such as:
AA or AAAA: For the year (in 2 or 4 digits).
MM: For the month.
X: For the document number.
Fields marked with a "*" are mandatory to ensure compliance with legal invoicing standards.
When migrating from another software, the numbering can be aligned with the previous sequence. In this case, the number of the next document must be specified in the relevant field before creating any documents.
Validity Conditions (for quotes and purchase orders):
Validity Period: Set a duration in days to indicate the expiration date of the price offer.
Deposit Percentage: If a deposit amount is specified, an automatic mention will appear on quotes and purchase orders:
"Please attach ...% of the deposit upon validation of this document."
Available Units:
Select the units of measurement (e.g., hours, kilograms) available in the product catalog.
Configure the number of decimal places to display for unit prices and quantities.
Amount Display Format:
Define the number of decimals to display in documents (quantities/unit prices).
Adjust the format for amounts shown in dashboards.
After completing the configuration, click Save to validate.
5. Document Management and Preferences
Access:
Go to Settings > General > Features.
Document Display:
A dropdown menu allows for selecting the types of documents visible in Fact (e.g., quotes, invoices).
Preferences:
Enable or disable VAT-inclusive (TTC) invoicing mode.
See also: How to set up VAT-inclusive invoices?
Compliance Certificate:
A certificate related to the use of invoicing software can be downloaded here.
See also: Compliance Certificate
6. Connect to Chorus Pro
Access:
Go to Settings > General > Chorus Pro Connection.
Objective:
This section allows connecting Fact to the Chorus Pro platform to automatically transmit documents intended for French public entities, ensuring compliance with legal requirements.