How to implement Factusol in your SME: a step-by-step guide

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Factusol is the invoicing and stock control software from Software del Sol (DELSOL), now part of the TeamSystem group. For years it was the go-to free option for freelancers and small commercial businesses; since TeamSystem incorporated it into its ecosystem in 2021 it has evolved towards a cloud subscription model with new features, including adaptation to Verifactu. If you are thinking of implementing it or migrating from another tool, this guide explains the real process, step by step, without detours.

What does Factusol actually do, and who is it for?

Factusol manages the purchasing, sales, stock control and invoicing cycle for commercial companies, distributors and service businesses with a moderate volume of operations. It is not accounting software: it does not generate journal entries, VAT returns or corporate income tax filings. That is what Contasol is for — its sibling from the same group — with which it integrates natively.

The business profile that fits Factusol best is the commercial SME with between 1 and 30 users that needs to:

If your company exceeds six million euros in annual turnover, you are probably already required to use the SII (Immediate Information Supply) system, which is managed through Contasol and is mutually exclusive with Verifactu. In that case the implementation scenario changes; consult your tax adviser or a specialist.

Factusol versions: desktop vs. cloud

Factusol comes in two main versions that you should understand before deciding:

Feature Factusol Desktop Factusol Cloud
Installation On the local machine (Windows) Web access from any device
Payment Annual subscription Monthly subscription (indicative: from ~19.50 EUR/month)
Multi-user Requires local network or VPN Native; additional users included in the plan
Verifactu updates Included with active subscription Included and automatic
Integration with Contasol Journal entry file export Direct connection in the DELSOL 360 suite
Ideal for Companies with a single workstation or their own infrastructure Distributed teams or remote workers

The indicative prices provided by the manufacturer may vary depending on the plan and distribution channel. Check them directly at sdelsol.com or through an authorised consultant such as Summum Sistemas to find out the current conditions and available discounts.

Phase 1: pre-implementation analysis

Before installing anything, you need to read the business. At Summum Sistemas we call this the baseline analysis, and it is the step that prevents the most errors in the entire process. The key questions are:

With clear answers to these questions, implementation becomes a project with realistic timelines, not an improvised installation that later requires costly corrections.

Phase 2: installation and initial configuration

In both the desktop and cloud versions, setup follows a logical order. These are the configuration blocks that must be completed before issuing the first real invoice:

Company data and invoice series

The first step is entering complete tax details: company name, tax ID, address, contact information and the logo that will appear on documents. Then define the invoice series (one per financial year, or several if there are different business lines) and the starting number. This is especially relevant for Verifactu: the system will generate each invoice record in a chained sequence with a digital fingerprint, so changing the numbering afterwards breaks the chain and requires corrections.

Item catalogue and product families

The catalogue is the core of the system. Each item carries a reference, description, unit of measure, applicable VAT type, cost price and one or more sales price lists. Organising product families well from the start makes it possible to generate sales statistics by category later without having to reclassify manually. If you are migrating from another system, the import is done via Excel or CSV, but first the data must be cleaned: duplicate references, incorrect VAT or incomplete descriptions are the most common problems.

Customers, suppliers and payment terms

The customer record includes tax details, delivery address, payment method (cash, transfer, direct debit), due date and assigned price list. Factusol manages bills and due dates, which makes it possible to monitor short-term cash flow directly from the application. Bulk import from Excel speeds up this step when the number of customers is large.

Warehouses and opening stock

If your business manages stock, you need to configure the warehouses (physical or logical), enter the opening inventory and define minimum and maximum levels per item so the system generates replenishment alerts. The opening inventory can be entered via a valued warehouse entry or imported from the previous application.

Phase 3: team training

A technically perfect implementation fails if the team does not know how to use the tool. Factusol training should cover at least three profiles:

At Summum Sistemas we always deliver training on the client's real environment, using their own items and processes, not generic demos. The difference in the adoption curve is significant.

Factusol and Verifactu: what you need to know before 2027

Verifactu is the invoicing control system regulated by Royal Decree 1007/2023, and its mandatory timeline has been set by RDL 15/2025: legal entities from 1 January 2027 and self-employed from 1 July 2027. The mechanism is not an AEAT «approval»: the software manufacturer issues a declaration of conformity stating that its product meets the technical specifications. The AEAT does not certify or approve software.

Factusol already incorporates the Verifactu adaptation in versions with an active subscription. What you should do before the deadline:

  1. Make sure you have an active subscription (not an old version without maintenance).
  2. Activate the Verifactu module in the company configuration and check that the tax ID and fiscal details are correct.
  3. Run an emission test with real invoices before the mandatory date to detect any issues.
  4. If you have multiple series, check that all of them fall under the Verifactu system.

If you are unsure whether your current installation is ready, from our Factusol implementation and support service we carry out a no-obligation review of your configuration status.

Integrating Factusol with Contasol: close the cycle without re-entering data

The most common workflow in companies using the DELSOL/TeamSystem ecosystem is: Factusol manages commercial operations (sales, purchases, stock) and Contasol receives the journal entries generated automatically. This eliminates double data entry and the errors it causes.

The integration works in two ways depending on the version:

This link is also relevant for payment reconciliation: receipts and payments recorded in Contasol can be matched against open receivables in Factusol to give an accurate picture of cash flow at any time.

Support and maintenance: what nobody tells you

The most delicate moment in any management software is not the initial implementation, but the six months that follow. Questions arise with the first month-end closes, the first customer returns, the first stock count or the first VAT return where the figures do not add up. Having access to specialised technical support makes the difference between solving a problem in twenty minutes or losing half a day looking for answers on forums.

At Summum Sistemas, as an Official TeamSystem Partner, we provide direct support for Factusol: by phone, video call or remote access. We do not redirect users to the manufacturer's generic support; we solve issues ourselves, with knowledge of the client's real environment. If the client also uses Contasol or Nominasol, support covers the entire ecosystem.

What does a well-designed support contract include? At a minimum:

If you would like to find out about the Factusol support and implementation options for your company, we can provide an initial assessment at no cost.

Most common mistakes when implementing Factusol

Years of accompanying implementations have taught us which mistakes repeat themselves. Avoiding them from the start saves time and money:

Frequently asked questions

Can I use Factusol if I already have Contasol?

Yes, and it is the most common combination. Factusol manages the commercial side (sales, purchases, stock) and Contasol receives the journal entries automatically to handle accounting. The integration is native and designed so you do not have to re-enter data between one application and the other. If you also need payroll, Nominasol completes the ecosystem.

Is Factusol adapted for Verifactu?

Yes, as long as you have an active subscription. The manufacturer (Software del Sol / DELSOL, TeamSystem group) has incorporated the Verifactu technical specifications into current versions. The compliance mechanism is the manufacturer's declaration of conformity under RD 1007/2023; the AEAT does not issue any certificate or software approval. The mandatory deadlines are: legal entities from 1 January 2027 and self-employed from 1 July 2027.

How long does it take to implement Factusol in an SME?

It depends primarily on the volume and quality of the data to be migrated. A company with a clean catalogue and few users can be up and running in one or two weeks. If complex data needs to be migrated from another system or integrations with Contasol need to be configured, the process can extend to between three and six weeks. Team training and testing with real data are the most time-consuming part, and this is where having a specialist implementer adds the most value.

Can I implement Factusol myself without external help?

The basic installation is accessible to a user with average IT knowledge. Where problems typically arise is in tax configuration (VAT types, invoice series), data migration from another system and preparation for Verifactu. An error in any of these areas can create inconsistencies that are difficult to correct once invoices have been issued. For companies with more than 5 users or with data history to migrate, using a specialist consultant typically pays for itself within the first weeks of use.