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Introduction

Invopop, as a certified provider in Portugal, allows you to issue fully-compliant tax documents and report them to the Autoridade Tributária e Aduaneira (AT). Using the AT Portugal app, you can generate PDFs with the correct signatures, ATCUD and QR codes for all your documents (invoices, transport documents, payments, etc.). Also, you can report them to the AT either in batch, via periodic SAF-T PT reports, or in real-time, using the AT web services. This guide will walk you through the process of registering a supplier, issuing invoices in their name, and generating a SAF-T PT report.

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Prerequisites

To issue invoices and other documents in Portugal, you will need:
  • Supplier details, including:
    • Legal business name
    • Tax ID
    • Business address
  • An email address for the supplier to access the Supplier Portal
  • The supplier’s credentials to access the AT’s web services for registering series and report documents in real-time
  • Document details:
    • Line items with quantity, price, description
    • Applicable VAT rates
    • Any other details required for the specific document type

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Setup

There are four key processes to prepare:
  • create a supplier post-registration workflow,
  • connect the AT Portugal app,
  • configure a supplier registration workflow, and,
  • prepare a document processing workflow.
All of the following steps must be carried out from the Invopop Console.
1

Connect the AT Portugal App

  1. Navigate to Configuration → Apps.
  2. Find AT Portugal in the app discovery list.
  3. Click Connect to activate.
2

Create Supplier post-registration workflow

3

Configure the AT Portugal App

  1. Navigate to Configuration → Apps.
  2. Find AT Portugal in the connected apps list.
  3. Click Configure and choose the “Post-registration workflow” we created in the previous step.
  4. Click the Save button.
4

Configure the supplier registration workflow

5

Prepare the document processing workflow

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Running

In this section, we’ll provide details on how to first persist and register a supplier, followed by issuing AT invoices and other documents on their behalf.
The recommended approach for running jobs is to perform two steps: first upload the document to the silo, then create a job.

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Register a Supplier

1

Submit the Supplier Information

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:
Portugal AT supplier example
{
    "$schema": "https://gobl.org/draft-0/org/party",
    "name": "Innovatech Lda",
    "tax_id": {
        "country": "PT",
        "code": "504614240"
    },
    "emails": [
        {
            "addr": "maria@example.com"
        }
    ]
}
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.
2

Obtain the Supplier's AT Credentials

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.
3

Provide the Supplier's AT Credentials and Register Series

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 workflow” if one was configured.

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Send an invoice

The following examples show partial GOBL documents you can copy and paste directly into the Invopop Console or store via the API as silo entries. After uploading, you must run the “Issue AT document” workflow created during setup.
GOBL Invoices reported to the AT require the following properties to perform the correct normalization and validation steps. Invopop will try to assign these automatically, but we recommend defining them explicitly before uploading:
In this example, we’re issuing a simple invoice from a Portuguese supplier to another Portuguese business.
AT B2B Invoice
{
    "$schema": "https://gobl.org/draft-0/bill/invoice",
    "$regime": "PT",
    "$addons": [
      "pt-saft-v1"
    ],
    "uuid": "0193f36f-9fda-7000-9aff-4f4e28043a66",
    "type": "standard",
    "series": "FT SERIES-A",
    "issue_date": "2024-12-23",
    "currency": "EUR",
    "supplier": {
      "name": "Innovatech Lda",
      "tax_id": {
        "country": "PT",
        "code": "770013813"
      },
      "addresses": [
        {
          "street": "Rua das Flores 200 3º Esquerdo",
          "locality": "Porto",
          "code": "4050-265",
          "country": "PT"
        }
      ]
    },
    "customer": {
      "name": "Gusto Unipessoal Lda",
      "tax_id": {
        "country": "PT",
        "code": "514329874"
      },
      "addresses": [
        {
          "street": "Avenida da Liberdade 152 2º Direito",
          "locality": "Lisboa",
          "code": "1250-146",
          "country": "PT"
        }
      ],
      "emails": [
        {
          "addr": "gusto@example.com"
        }
      ],
      "websites": [
        {
          "url": "https://gusto.example.com"
        }
      ],
      "telephones": [
        {
          "num": "+351912345678"
        }
      ]
    },
    "lines": [
      {
        "i": 1,
        "quantity": "20.0",
        "item": {
          "name": "Development services",
          "price": "50.00",
          "unit": "h"
        },
        "taxes": [
          {
            "cat": "VAT",
            "rate": "standard"
          }
        ]
      }
    ],
    "payment": {
      "advances": [
        {
          "date": "2024-12-23",
          "key": "card",
          "description": "Advance payment",
          "amount": "12.34"
        }
      ]
    }
}
Notice:
  • we’ve added the pt-saft-v1 addon; this ensures the document will be validated and normalized using the SAF-T PT v1 rules built into the GOBL library,
  • the supplier and series fields are set to example values; you’ll need to replace them with the details of supplier and series registered as per the previous sections,
  • this is a standard invoice and the advance payments don’t cover the total amount of the invoice; so, GOBL will automatically assign the pt-saft-invoice-type extension to FT (Fatura),
  • the card payment method will cause the addon to set the pt-saft-payment-means extension to CC (Cartão crédito),
  • the h item unit will cause the pt-saft-product-type extension to be set to S (Serviço),
  • the standard VAT rate will cause the pt-saft-tax-rate extension to be set to NOR (Normal),
  • the pt-region extension will automatically be set to the default value of PT, and
  • there are no totals or calculations; all these will be made automatically when uploading.

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Generate a SAF-T report

Once documents have been issued, Suppliers can generate SAF-T PT reports via the Supplier Portal:
  1. Go to the Invopop AT Portugal Supplier Portal
  2. Log in using the email address provided with the supplier’s information
  3. Go to the SAF-T PT section, enter a date range and click Generate
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