🇵🇹 Portugal · AT

Head over to the Workflows section and create a new “Contacts” workflow.

Rename the workflow to “Post-registration flow”, and add a single step to change the state to registered.

The app will execute this workflow automatically after a supplier has successfully registered and is ready to issue documents. So, for instance, you can add a Webhook, or a Slack step at the end of this workflow to get a notification when that happens.

Click the Save button.

Enter the Configuration section, then click Apps. Click on the Connect button of the AT Portugal app.

Click the Configure button on the App, and choose the “Post-registration flow” workflow we created in the previous step, or leave empty if you don’t want to use it.

Click the Save button.

Back in the Workflows section, create a new “Contacts” workflow called “Register Supplier”.

The new workflow will need to perform three steps:

• Set State - with configuration set to processing.
• Sign the Envelope
• Register AT Issuer (Portugal)

Add any additional steps you may need, and save the new workflow.

Finally, we need to prepare the actual workflow that will process invoices and other documents. For this example, you can name the workflow something like “Issue AT document”. It will consist of the following steps:

• Set State - to “processing”.
• Add Sequential Code - with dynamic sequences, and name like “AT Documents”.
• Seal for the AT (Portugal).
• Record for SAF-T reporting (Portugal).
• Generate PDF - configured for your environment.
• Set State - to “sent”.

Optionally, if you want to submit each document individually to the AT in real-time, you can add a “Send to the AT (Portugal)” step right after recording the document for SAF-T.

Click the Save button to ensure the workflow has been persisted.

This can be done either manually via the Invopop Console or programmatically via the API. The process is essentially the same; here we’ll do it manually.

Find the Contacts section of the sidebar and click Suppliers. Click the + New Supplier button to be presented with a new editor. You can use the following example as a template, and replace it with the details of your company. Note that you’ll need the details of a real company both in the sandbox and production environments:

Click Build, ensure there are no errors, and click Save.

We should now see the document. Find and click the Select Workflow button. Select the Register Supplier workflow created during setup, and click Run Workflow.

The execution should be successful, and the silo entry will now be in the “Processing” state.

To complete the registration process, the supplier will need to obtain the credentials of a user with the necessary permissions in the AT’s Portal das Finanças. To create a new user, the supplier can follow these steps:

1. Go to the AT’s Portal das Finanças and click on the Iniciar Sessão button.
2. Authenticate by any of the available methods.
3. Go to Todos os Serviços > Autenticação de Contribuintes > Gestão de Utilizadores.
4. Click on the Criar Novo Utilizador button.
5. Fill in the form with the required information. We recommend setting a name that identifies the purpose of the user, for example “Invopop User”.
6. Select the user permissions, depending on the supplier needs:
   • WSE – Always required. It allows to register series for any document type.
   • WSA – Required if the supplier wants to submit invoices to the AT in real-time, rather than using SAF-T.
   • WDT – Required if the supplier wants to submit transport documents (e.g. “Guia de Remessa”, “Guia de Transporte”, etc.) to the AT in real-time, rather than using SAF-T.
7. Click on the Submeter button to create the user.
8. Store the username and password in a secure location, as they will be needed in the next step.

Now, the supplier will need to complete the registration process in the Invopop’s Supplier Portal:

1. Go to the Invopop AT Portugal Supplier Portal
2. Enter the email address provided in the supplier’s information. The system will send to the provided address a code to complete the authentication process.
3. Once logged in, go to Credentials, enter the AT credentials obtained in the previous step, and press Save.
4. Go to the Series section, click + Register and register at least a series for each document type that the supplier will issue.

Once the series are registered, the supplier will be able to issue documents using them. When this happens, the system will automatically execute the “Post-registration flow” workflow if one was configured.