The client list
Keep training clients within reach.
Find a client’s email or phone before confirming the next session directly. Account statuses help you identify billing follow-up.
- Client contact details
- Account status
Built for service days
Keep training services and billing in step.
Save session packages and prices, then keep each client’s invoice and recorded payments clear.
- Client contact details
- Account status
From the session package to payment.
The billing list
Review training invoices at a glance.
Compare invoice totals, paid amounts, and statuses by customer. Puerto Rico credential formats stay on Pro and PyME.
- Customer and invoice
- Totals and paid amounts
Keep it clear
A useful view of the work.
Individual
Pro
Pro
For this kind of work
Explore the tools.
Before you get started
Plans, payments, and country-specific details.
Can I use FacturaOS outside Puerto Rico?
FacturaOS has country-specific workflows, but the countries you can select are controlled during account setup and can change. Check the current options before relying on a local workflow. Each business account uses one operating country at a time.
Do I need to change my whole process first?
No. Start with clients, estimates, invoices, and payment follow-up. Add routes, suppliers, templates, reports, or team roles only when they make the work easier.
Are Puerto Rico professional license invoice formats available outside Puerto Rico?
No. Puerto Rico professional license invoice formats are Puerto Rico-only Pro and PyME features. They are designed to show active license or credential context on invoices, but you should confirm current requirements with your regulator or accountant.
Built for service days
Bring your next job into focus.
Bring the next customer, invoice, and payment record together.