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Puerto Rico operating market

Your Puerto Rico business in one place

Manage clients, appointments, sales, and invoices together. Record payments, apply Puerto Rico tax treatments, and review your business without splitting the work across spreadsheets.

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  • Regular 11.5%, eligible 4%, and exempt treatments
  • Clients, appointments, sales, and invoices together
Illustrative scene of a Puerto Rican service professional planning client work.
FacturaOS invoice register with clients and document statusesFacturaOS invoice register with clients and document statuses

Local operating context

Local details stay attached to the service record.

Keep the customer, invoice-line tax treatment, payment record, and report history together. FacturaOS organizes the evidence; tax and legal decisions stay with your advisors.

01Invoice lines11.5% · 4% · exempt
02PaymentsATH Móvil + cash notes
03PyME reviewPR workpapers

Market boundary

One country per business account.

Your account works in one country at a time, so invoices, taxes, and records always match where you operate.

Daily operating path

From agreed work to payment.

Start with the customer, move the work forward, and leave the next action obvious.

01

Bring the work together

Keep the day and your customers in one place

Set up your business profile, keep clients and services organized, and connect appointments to the work that follows. Reuse those details when you make a sale or invoice.

  • Business profile
  • Clients
  • Services
  • Appointments
02

Bill and collect

Carry one customer record through the collection

Move approved work from estimate to invoice, keep the due date and terms visible, and record ATH Móvil, cash, transfer, or eligible online checkout against the balance.

  • Estimate → invoice
  • Due date and terms
  • Payment record
  • Open balance
03

Close with evidence

Give your accountant a cleaner starting point

Review invoice performance, sales, collections, and exports by period. PyME can prepare PM-IVU/SURI and municipal patente workpapers for professional review; FacturaOS does not file them.

  • Finalized records
  • Period filters
  • CSV and PDF
  • PyME workpapers

FacturaOS

Prepare the period for professional review.

Review invoice performance and collections. PyME adds eligible Puerto Rico workpapers; filing stays with you and your advisor.

FacturaOS reports and Puerto Rico workpapersFacturaOS reports and Puerto Rico workpapers

For the daily work

Tools for this workflow.

Start with the tool closest to the problem you want solved today.

Invoice software with multiple templatesReports for invoice and service business operationsTeam roles, invitations, and paid seats

Puerto Rico

Useful next steps.

Practical guidesPuerto Rico IVU invoicing guide for businessesPuerto Rico PyME reports for accountant review
Related service businessesEstimates and invoices for electriciansEstimates and invoices for plumbing businessesHVAC estimate and invoicing software

Country workflows

Find the guide for your operating region

Compare the client, estimate, invoice, and payment workflow with the country settings your business needs. Every guide is available in English and Spanish.

United States and territories

Explore U.S. service invoicing, Puerto Rico's local reporting, and the U.S. Virgin Islands profile. These are separate operating settings, even when a business invoices in USD.

Latin America and the Caribbean

Start with the regional checklist, then review the guide for your country. Currency, address details, tax treatment, and professional reporting requirements need their own review.

Puerto Rico is the default market. Confirm the countries currently offered during account setup; each business account uses one operating country. Regional guides do not imply local tax filing or support for every country or U.S. territory.

Before you choose the operating market

What owners ask before getting started.

Do I need to be technical to use FacturaOS?

No. FacturaOS is meant for owners who need clients, appointments, sales, invoices, and payments easy to find without building spreadsheets.

Which Puerto Rico tax treatments are available?

Invoice lines support regular 11.5%, eligible 4%, and exempt treatment. You or your advisor must decide which treatment applies to each transaction.

Does FacturaOS send filings to SURI or a municipality?

No. The PyME plan prepares Puerto Rico PM-IVU/SURI and municipal patente workpapers from finalized records. Review and file through the appropriate government process with your professional advisor.

Does FacturaOS replace my accountant?

No. FacturaOS helps organize operational records and reports. Tax, legal, and accounting decisions should still be reviewed by your professional advisors.

Country pages describe what FacturaOS supports, not tax, legal, accounting, licensing, or regulatory advice. Confirm current local requirements with qualified advisors before relying on a process or document format.

Puerto Rico

Ready to run the whole day from one place?

Open your business account, select the operating country, and begin with the next real customer.

Start with FacturaOS