Introduction
Invopop partners with the local invoicing provider InvoiceXpress to issue invoices, invoice-receipts, and credit notes in Portugal and allow users to submit their tax reports (SAF-T) to the Portuguese tax authority (AT). This guide explains how to integrate with InvoiceXpress, a Portuguese invoicing provider that enables you to:- Issue compliant invoices, invoice-receipts, and credit notes in Portugal.
- Submit tax reports (SAF-T) to the Portuguese tax authority (AT).
- Enable real-time tax reporting.
Prerequisites
To issue invoices through InvoiceXpress, you’ll need the following information:-
Supplier Details, including:
- legal business name,
- tax ID (Número de Identificação Fiscal),
- complete business address,
- contact email address.
-
Invoice details, including:
- line item descriptions,
- quantities and unit prices,
- applicable Portuguese VAT rates.
Setup
The integration requires three main components:- InvoiceXpress app connection
- Supplier registration workflow
- Invoice processing workflow
1
Connect InvoiceXpress App
- Navigate to Configuration → Apps.
- Find InvoiceXpress Portugal in the app discovery list.
- Click Connect to activate.
2
Configure the supplier registration workflow
3
Prepare Invoice Workflow
Running
Sandbox Environment
InvoiceXpress provides a way to configure their accounts to use the AT’s sandbox environment so that you can test the issuance of invoices and credit notes end-to-end without fiscal or legal consequences. If you wish to use this environment, please contact us via Slack or support@invopop.com and we will walk you through the setup process.Supplier Onboarding
InvoiceXpress supports multiple suppliers under one integration. Each supplier receives their own account for document issuance and tax reporting. Follow these steps to onboard a supplier:1
Submit Supplier Information
Send a GOBL Party document to your supplier registration workflow. The system will automatically:
- Create an InvoiceXpress account
- Send login credentials to the supplier’s email (first email in the
emailslist)
Example supplier
Example supplier
InvoiceXpress supplier example
2
Configure InvoiceXpress account
The user invited to the new account will now have to log in to InvoiceXpress and complete the account’s configuration.An account will be ready to issue invoices once a default sequence is registered in the AT. This guide from InvoiceXpress’ documentation explains how to do it:Important Notes:
- You’ll find a pre-created sequence in the account pending to be registered. You can register and use that one, or create a different one, as you prefer.
- In any case, you must ensure the sequence you want to use is the default one in the account. Currently, only the default series can be used to issue documents.
Send an invoice
Once configured, you can begin issuing documents:- Create GOBL Invoice documents following PT regime specifications
- Send to your invoice processing workflow
- Ensure the
supplierUUID and Tax ID match the registered supplier details
Additional Features
Suppliers can:- Export SAF-T reports through InvoiceXpress UI
- Configure real-time tax reporting using this guide: Portal das Finanças Integration Guide
Troubleshooting
Error: “An account for the provided tax ID code and name already exists…”
Error: “An account for the provided tax ID code and name already exists…”
When you run the supplier registration workflow for a new supplier, you may get the following KO error:
An account for the provided tax ID code and name already exists under a different supplier UUID. The same tax code ID can be used with multiple suppliers as long as they have different names.
What does this mean?
InvoiceXpress allows you to register the same tax ID (Número de Identificação Fiscal) for multiple suppliers. This is useful if, for example, a single invoice issuer wants to segregate invoices by branch or location. In these cases, you can create multiple suppliers with the same tax ID but different names.However, there is a limitation in InvoiceXpress: you must provide a unique name for each supplier when registering a new account with the same tax ID. If InvoiceXpress detects that both the tax ID and the name match an existing account, it assumes you want to use the existing account instead of creating a new one. To prevent confusion, our system checks for this scenario and displays the error above if it occurs.How to resolve this issue:- Make sure the
nameyou provide for the new supplier is different from any existing supplier with the same tax ID in InvoiceXpress. - The
supplierUUID must also be unique for each supplier you register.