P4 Software / cifraHQ

Electronic Invoicing (Panama)

Electronic Invoicing (Panama)

In Panama, every invoice issued to a domestic business must be submitted electronically to ETAX. CifraHQ integrates directly with WebPOS Panama (and optionally Alanube or FactoryHKA) so you never have to log in to a separate portal or upload files manually.

Prerequisites

Before configuring electronic invoicing, make sure you have:

  • An active WebPOS Panama account -- contact Barrdega Panama at +507-209-6996 if you do not have one yet.
  • Your credentials from WebPOS: token, certificate, and any additional configuration values they provide.
  • Government product codes for any goods sold to Panamanian government entities (see below).

How to configure electronic invoicing

  1. Go to Setup > Communication > Electronic Submission.
  2. Enable Electronic Submission and select your provider (WebPOS, Alanube, or FactoryHKA).
  3. Enter the credentials provided by your PAC provider.
  4. Save and test the connection.

Once configured, the Submission button appears on every posted domestic invoice, letting you submit to ETAX with one click. The Electronic Submission Number (CUFE) returned by ETAX is saved on the invoice record and printed on the document you send to Customers.

Auto-Submit on Post

By default, posting and submitting to ETAX are two separate steps. You can collapse them into one by enabling the auto-submit toggle.

To enable:

  1. Go to Setup > Communication > Electronic Submission.
  2. Turn on Automatically submit Invoices to the PAC on post.
  3. Save.

With this setting on, every time you post a domestic invoice CifraHQ immediately submits it to your configured PAC provider. The CUFE, submission link, and QR code are written back to the invoice in the same operation. The Submission button disappears from Invoices that have already been stamped.

What if the PAC is unreachable?

The invoice post is committed first. If the PAC submission then fails, the invoice stays in Posted state with its posting date intact and CifraHQ logs the error. You can submit manually using the Submission button at any time after the PAC is reachable again.

Auto-submit is off by default. Turning it on does not affect Invoices that were already posted before the setting was changed.

Foreign-business Customers

Customers with type Foreign Business (Empresas Extranjeras) are exempt from Panama's electronic invoicing requirement. CifraHQ automatically hides the Submission button for these Invoices, and the auto-submit step skips them silently even when the toggle is on.

Government Invoices -- product codes

If you sell to a Panamanian government entity, each invoice line must carry the correct government product code. A missing or invalid code causes the electronic submission to fail and the invoice cannot be legally issued.

The full list of government product codes is available on the CBSP Codes page. Assign the appropriate code to each product under the Category Code field on the product detail page. Once set on the product, the code populates automatically on every invoice line for that product -- no manual entry at invoice time.

Government product codes are mandatory only for Invoices to government entities. Non-government Invoices do not require a product code.

Voiding an electronic invoice

If a posted invoice needs to be cancelled after it has been submitted to ETAX:

  1. Open the invoice and click Void.
  2. CifraHQ submits a cancellation to ETAX automatically and records the void on the invoice.

The entire voiding process is handled within CifraHQ -- there is no need to log in to the WebPOS portal separately.

DGI authorization data on the invoice

When the PAC accepts an invoice, CifraHQ stores the full DGI response on the invoice record and surfaces it in two places:

  • The DGI Authorization panel on the invoice detail page (CUFE, authorization number and date, FE number, SEC number, environment badge, and a link to verify the document on the DGI portal).
  • The invoice report data source used by Stimulsoft templates, so you can place any of these values on your printed or emailed invoice.

Fields available in the invoice report JSON

Field What it is
ElectronicSubmissionNumber CUFE returned by the PAC
ElectronicSubmissionLink Direct link to the document on the DGI portal
ElectronicQrCode QR payload, used to render the DGI verification QR on the printed invoice
ElectronicAuthNumber DGI authorization number
ElectronicAuthDate DGI authorization timestamp
ElectronicConfirmationNbr DGI confirmation number
ElectronicFeNumber FE (Factura Electronica) number
ElectronicSecNumber SEC number
ElectronicEnvironment 1 = production, 2 = TEST (useful for printing a TEST MODE watermark)
ElectronicWasDuplicated true when the PAC reported the document as already submitted
ElectronicSubmittedAt When CifraHQ sent the document to the PAC
ElectronicAutoEmailedAt When CifraHQ auto-emailed the authorized invoice to the customer
ElectronicErrorMessage Last DGI error string, if any
ElectronicExecMs PAC round-trip time in milliseconds

To bind a new field on a template, open the report in Print Reports, refresh the JSON data source against a freshly printed invoice, and drag the new field onto the design surface. See Print Reports.

The signed XML and raw PAC response are kept on the invoice for compliance and diagnostics but are not exposed in the report JSON. Download the signed XML from the **DGI Authorization** panel when you need it.

Related: Invoices · Products · Tax Codes · CBSP Codes · Customers · What's New

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