> ## Documentation Index > Fetch the complete documentation index at: https://docs.filexpress.app/llms.txt > Use this file to discover all available pages before exploring further. # FileXpress in the United States > How Invoice, Credit Memo, Debit Memo, Sales Tax, and cancellation work for United States branches The United States has no central authority that receives electronic invoices and no mandatory signature. That is why invoicing for the United States in FileXpress is **simple**: the system generates the invoice, assigns it its **own sequential number**, and leaves it ready to send to your customer. **Nothing is transmitted to any authority** and there is no response or stamp from a third party. > [!NOTE] > > This page describes what changes for **United States branches**. Each branch uses the rules of **its country**: document types, taxes, payment methods, and reports come from the active branch's country. ## Summary | Topic | In the United States | | - | - | | **Currency** | United States dollar (USD). | | **Time zone** | `America/New_York` (the reference zone FileXpress declares for the country). | | **Tax authority** | No central one: the document is not transmitted. | | **Signature** | Not signed: the document is a simple invoice. | | **Response** | Immediate: the document is left as **processed** when saved. | | **Numbering** | FileXpress's own, sequential (`INV-1`, `INV-2`…). | | **Tax** | Sales Tax, from your company's tax catalog. | | **Cancellation** | The document is marked as cancelled, giving the **reason**. | | **Contingency and record without transmitting** | Do not apply. | ## Document types | Document | Code | When to use it | | - | - | - | | **Invoice** | `INV` (01) | Normal sale. It is the only document available in the point of sale. | | **Credit Memo** | `CM` (02) | Reduces what was invoiced: returns or later discounts. It **subtracts** in accounting, in accounts receivable and in the Sales Tax Report. | | **Debit Memo** | `DM` (03) | Increases what was invoiced: additional charges. | All three work for both **sales** and **received purchases**. Permissions by type are configured per user: see [Users](https://docs.filexpress.app/en/docs/sistema/usuarios.md#document-permissions). Unlike El Salvador and Guatemala, United States documents **do not ask for type-specific data** (no periods, transfers, or mandatory references from the authority). ## How a document is issued **1. You record the sale** In [New sale](https://docs.filexpress.app/en/docs/ventas/nueva-venta.md) you choose the document, the customer, the products, and the payment method. **2. FileXpress builds the invoice** The document is generated with the seller's data (legal name, EIN, and the branch's address, city, and state) and the total. **3. It is ready** The sale is left as **processed** immediately, with no call to any authority. You can download the PDF and send it to the customer. If something fails when saving, only the error is shown: in the United States **no drafts are created on transmission errors**, because there is no transmission. ## Numbering * Numbers are **sequential and FileXpress's own**, for example `INV-1001`, `INV-1002`. * Each document type (Invoice, Credit Memo, Debit Memo) keeps its **own sequence**. * The sequence is kept **per year**: when a new year starts it begins again at 1. * The establishment and the point of sale are used to organize cash registers, shifts, and reports; they are not part of the number. See [Points of sale](https://docs.filexpress.app/en/docs/caja/puntos-de-venta.md). ## Taxes (Sales Tax) | Concept | How it works | | - | - | | **Sales Tax** | It is a tax in your company's United States catalog, with its rate as a percentage. FileXpress does not ship its own rate in the code: check that the configured rate is your state's. | | **Calculation** | The tax is added to the price of taxed products. | | **Prices with tax included** | The branch option **End-consumer invoice prices include tax** applies to the **Invoice**. | | **Exempt** | Products and customers marked as exempt do not pay tax. | | **Withholdings and special taxes** | There are no withholding rules or special taxes for the United States. | See [Product taxes](https://docs.filexpress.app/en/docs/productos/impuestos.md) and [New sale](https://docs.filexpress.app/en/docs/ventas/nueva-venta.md#taxes-on-the-sale). > [!WARNING] > > The system does not split Sales Tax by jurisdiction (state, county, or city): everything is calculated with the tax you have configured. If you sell in several jurisdictions, validate the amounts with your accountant. ## Payment methods When saving you choose **Cash** or **Credit** (with the number of days) and you can combine several payment methods. The **Invoice** asks for the payment method when collecting. The payment methods of a United States branch are: **Cash**, **Debit Card**, **Credit Card**, **Check** and **Bank Transfer**. ## Customers and suppliers | Data | Detail | | - | - | | **Identity document** | SSN (01), EIN (02), Passport (03), Driver License (04), ITIN (05), or Other (06). | | **Customer type** | Non-Business (final consumer), Individual / Sole Proprietor, or Business Entity. | | **State and city** | Typed as **free text** (for example, Texas and Austin) and printed on the documents. | | **Required by default** | Address, state, city, and phone. | | **Optional by default** | Email, legal name, identification number, and document. | United States forms are **customizable**: in **Settings → Fields by country** you define which fields are shown and which are required for customers, suppliers, and products. ## Cancellation In the United States, cancelling a document only **marks it as cancelled**: there is no procedure with any authority. **1. In the sales list, open the actions menu and choose Invalidate DTE** **2. Write the reason** The form asks only for the **reason** (free text). There is no replacement document and no requester data. **3. Confirm** The sale moves to **Invalidated** and its inventory is reverted. Cancelling **does not consume numbering** and does not generate a new invoice. FileXpress has no cancellation deadlines for the United States. ## Tax reports The United States has no federal VAT book: what is filed is the period's **Sales Tax**. The screen is titled **Sales Tax Reports** and the **Sales Tax Report** is monthly, in **PDF** or **Excel**. It includes the month's Invoices, Credit Memos (subtract), and Debit Memos (add), without the cancelled ones. | Section | Content | | - | - | | **Sales overview** | Gross sales, credit memos (returns), net sales, taxed, exempt, and non-taxed sales, and Sales Tax collected. | | **Tax collected** | Per tax: rate, taxed sales, and amount collected. | | **Detail** | One row per document, with one column per tax and the total. | See [VAT Books](https://docs.filexpress.app/en/docs/ventas/libros-iva.md). ## POS, inventory, and printing * In the [point of sale](https://docs.filexpress.app/en/docs/caja/punto-de-venta.md) only the **Invoice** is issued. * When a document is cancelled, the sale's **inventory is reverted**. * The PDF uses the United States templates (two styles): Invoice, Credit Memo, and Debit Memo. * The **amount in words** on United States documents is written in **English** (for example, "ONE HUNDRED TWENTY-THREE AND 45/100 DOLLARS"), also on quotations and advance-payment receipts. ## Things to keep in mind * There is no transmission, signature, contingency, or record-without-transmitting. * Sales Tax is not split by jurisdiction. * There are no withholdings or special taxes. * Migration to DTE v2 and DTE events belong to El Salvador and do not apply here. * Severance amounts and provisions in [Human Resources](https://docs.filexpress.app/en/docs/rrhh/reglas-laborales.md) are entered manually in the United States. ## See also * [New sale](https://docs.filexpress.app/en/docs/ventas/nueva-venta.md) * [VAT Books](https://docs.filexpress.app/en/docs/ventas/libros-iva.md) * [Points of sale](https://docs.filexpress.app/en/docs/caja/puntos-de-venta.md) * [Multi-currency](https://docs.filexpress.app/en/docs/sistema/multi-moneda.md) and [API: countries](https://docs.filexpress.app/en/docs/api/v2/paises.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.