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Practical guides for service work.

Practical help with invoices, routes, suppliers, and reports.

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1. Clean up billing

Invoices, IVU, payment status, and follow-up that should stay easy to review.

Practical guide

How to organize overdue invoices and follow up politely

Check the balance first, choose the next action, and send a clear reminder. Use the examples and weekly checklist to build a repeatable follow-up routine.

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Puerto Rico IVU

Puerto Rico IVU invoicing: a practical recordkeeping guide

Build a reviewable invoice record with the right business context, line-level tax treatment, payment notes, and period reports—without confusing software output with tax advice or filing.

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2. Run the next service day

Routes, suppliers, and job details that help the next service day move with less searching.

Routes

Plan service routes from the same client list

Turn saved clients into a route day you can review, share, and open in maps.

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Suppliers

Keep suppliers and material spend next to the job

Keep supplier records, purchases, receipts, and material spend close to the job that caused them.

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3. Review before the month closes

Warning signs, exports, and reports for a cleaner month-end review.

Migration guide

Move from spreadsheets to invoicing software with a clear checklist

Map your client and catalog fields, review duplicates, and reconcile the move. Keep historical invoices and balances under control while you start new work in FacturaOS.

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Puerto Rico reports

Prepare Puerto Rico PyME reports for accountant review

Close the period in a repeatable order: correct invoice statuses, use one date range, review sales and collections, then export supporting detail and eligible Puerto Rico workpapers.

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Put it to work.

Open FacturaOS and start with the next client, invoice, or payment.

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