Billing (Manager)
LookAgenda has three billing models you should not mix. The process is the same in countries with electronic invoicing, especially Panama (DGI) and Colombia (DIAN); only the last-mile channel changes.
| Model | What it is | Required? |
|---|---|---|
| 1. Record internal sale | Operational charge: services/products, payment, cash register, commission. Administrative record. | Core of day-to-day (CORE) |
| 2. Commercial billing | Builds the ready document (FAC) from sales already recorded and sends it to the fiscal printer; the transmission device reports it to the government | Module / add-on |
| 3. Electronic billing | The same commercial document is sent to the PAC or technology provider, which reports it to DGI/DIAN | Another module + provider costs |
Operational flow
Appointment → Completed service → Sale → Payment → Commission → Cash register → Z Closure → ReportsA draft does not count as paid and does not feed the cash register or Z Closure. After charging an appointment for a day with a pending Z, return to the wizard: do not open today’s cash register.
Help: Day cycle.
Optional, after the sale:
Internal sale → Ready commercial document → Fiscal channel → AuthorityThe fiscal channel is:
- Fiscal printer + data transmission device to DGI/DIAN, or
- Electronic invoicing (PAC / provider) to the same authority.
Look Manager does not claim government authorization until the fiscal channel confirms.
Record sale (always first)
Even if you do not have commercial or electronic billing:
- Charge the service or the direct sale.
- Choose payment methods and tip if applicable.
- Confirm: that moves cash register, reports, and commissions.
Details in Sales, payments, and cash register.
Commercial billing (module)
It is activated according to the contracted plan or add-on. You can request it; Look-Agenda reviews it in Suite Control.
When active:
- It issues the commercial document (FAC numbering) from sales already collected.
- It leaves the document ready for the fiscal channel.
- It sends it to the fiscal printer; the transmission device reports it to the authority.
- Taxes, PDF/representation, voids, and credit notes when the module and country allow it.
An issued invoice is not edited by hand: it is corrected with a void, credit note, or another accepted document.
Electronic billing (module)
- Same process as the fiscal printer: it starts from the ready commercial document.
- Depends on the country and the contracted tax provider (PAC in Panama, technology provider in Colombia).
- It may have a fixed cost, document package, or per-document cost.
- If the provider, printer, or device fails, the sale and cash register must still be able to continue; the fiscal submission stays pending or in retry.
- Fiscal credentials belong to the business; they are not shared between locations.
Where to operate it
For intensive billing (many lines, printing, reconciliation) use Manager web on tablet or desktop: https://manager.lookagenda.com