Business settings

Business profile (printed on every document)

VAT status history (effective-dated)

The status in force on a document's issue date decides which document types may be issued. Converting to Osek Murshe = adding a row here (after registering with the VAT authority — talk to your CPA first).

Compliance notes (confirm with your CPA)

• Self-built self-use software and the ITA software registry: registry covers software "for sale, rental, or use by another" — confirm the self-use exemption in writing.
• Server hosted abroad (Hetzner): §25 location rules; keep the quarterly backup at a notified location in Israel.
• Emailed documents are courtesy copies until the signed-delivery phase (§18ב: electronic signature + registered-mail notice + client consents).
• 7-year retention: never prune the database or the documents directory.