InvoiceXpress Guide

This app is only recommended for InvoiceXpress customers who wish to use GOBL to streamline their invoicing process. If you are getting started with your Portugal integration, use the AT Portugal app

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.

For technical details and examples of Portuguese GOBL documents, see the GOBL Portugal Tax Regime documentation.

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

All of the following steps must be carried out from the Invopop Console.

Connect InvoiceXpress App

Navigate to Configuration → Apps.
Find InvoiceXpress Portugal in the app discovery list.
Click Connect to activate.

Configure the supplier registration workflow

Template
Code
Build from scratch

InvoiceXpress register supplier workflow

Issues a registration request for a supplier to complete.

Copy and paste into a new Empty Party workflow code view.

Example InvoiceXpress register supplier workflow with states

{
  "name": "InvoiceXpress register supplier",
  "description": " ",
  "schema": "org/party",
  "steps": [
    {
      "id": "e78ab920-b8be-11ef-9825-f56714a03659",
      "name": "Sign Envelope",
      "provider": "silo.close"
    },
    {
      "id": "01d3e8a0-499e-11ef-b4fe-47a6daefa429",
      "name": "Set State",
      "config": {
        "state": "processing"
      },
      "summary": "Set state to `processing`{.state .processing}",
      "provider": "silo.state"
    },
    {
      "id": "dbac1680-b8be-11ef-9825-f56714a03659",
      "name": "Register InvoiceXpress issuer",
      "provider": "invoicexpress.register"
    },
    {
      "id": "0eb04c30-499e-11ef-b4fe-47a6daefa429",
      "name": "Set State",
      "config": {
        "state": "registered"
      },
      "summary": "Set state to `registered`{.state .registered}",
      "provider": "silo.state"
    }
  ],
  "rescue": [
    {
      "id": "12ad6a70-499e-11ef-b4fe-47a6daefa429",
      "name": "Set State",
      "config": {
        "state": "error"
      },
      "summary": "Set state to `error`{.state .error}",
      "provider": "silo.state"
    }
  ]
}

Before starting, review the workflows guide to understand the general setup process.In Console, create a new workflow and choose Empty Party workflow as the base. Then name the workflow with a descriptive label such as “InvoiceXpress Register Supplier”.The new workflow will need to perform three steps:

Sign the Envelope - Validates the document
Register InvoiceXpress issuer - Creates supplier account
Set State - Marks progress as processing

Finally, in the Error Handling area, add the Set State action and select Error.Add any additional steps you may need, and save the new workflow.

Prepare Invoice Workflow

Template
Code
Build from scratch

InvoiceXpress issue invoice workflow

This workflow will issue an invoice through InvoiceXpress.

Copy and paste into a new Empty Invoice workflow code view.

Example InvoiceXpress issue invoice workflow with states

{
  "name": "InvoiceXpress issue invoice",
  "description": "Issue an invoice in Portugal through InvoiceXpress",
  "schema": "bill/invoice",
  "steps": [
    {
      "id": "61b16e10-b8c9-11ef-b752-d31a7493e92d",
      "name": "Send to InvoiceXpress",
      "provider": "invoicexpress",
      "config": {
        "skip_pdf": true
      }
    },
    {
      "id": "2b65e8e0-2f21-11ef-803c-8d182b3d70cd",
      "name": "Generate PDF",
      "config": {
        "logo_height": 40,
        "locale": "pt",
        "date_format": "%Y-%m-%d"
      },
      "summary": "Portuguese",
      "provider": "pdf"
    },
    {
      "id": "6a8f6740-49a1-11ef-8c8c-7bca04ed2465",
      "name": "Set State",
      "config": {
        "state": "sent"
      },
      "summary": "Set state to `sent`{.state .sent}",
      "provider": "silo.state"
    }
  ],
  "rescue": [
    {
      "id": "6e7ea2d0-49a1-11ef-8c8c-7bca04ed2465",
      "name": "Set State",
      "config": {
        "state": "error"
      },
      "summary": "Set state to `error`{.state .error}",
      "provider": "silo.state"
    }
  ]
}

Before starting, review the workflows guide to understand the general setup process.In Console, create a new workflow and choose Empty Invoice workflow as the base. Then name the workflow with a descriptive label such as “Send invoice to InvoiceXpress”.The new workflow will need to perform these steps:

Send to InvoiceXpress - Transmits invoice data
Generate PDF - Creates document (configure for your environment)
Set State - Updates status to Sent

Finally, in the Error Handling area, add the Set State action and select Error.Add any additional steps you may need, and save the new 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:

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 emails list)

Example GOBL Party document:

InvoiceXpress supplier example

  {
    "$schema": "https://gobl.org/draft-0/org/party",
    "uuid": "9de7584f-ea5c-42a7-b159-5e4c6a280a5c",
    "tax_id": {
      "country": "PT",
      "code": "545259045"
    },
    "name": "Hotelzinho",
    "emails": [
      {
        "addr": "maria@example.com"
      }
    ],
    "addresses": [
      {
        "street": "Rua do Hotelzinho",
        "code": "1000-000",
        "locality": "Lisboa"
      }
    ]
  }

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. 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 supplier UUID 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

🇵🇹 Invopop resources for Portugal


Compliance	Invoicing compliance in Portugal Compliance timeline
Apps	AT Portugal
Guides	AT Portugal Guide
FAQ	Portugal FAQ
GOBL	Portugal Tax Regime Portugal SAF-T Addon

Portugal FAQ

Find answers to frequently asked questions about invoicing in Portugal →

Participate in our community

Ask and answer questions about invoicing in Portugal →

Networks

Countries

Set-up

GOBL

Apps

API

Features

InvoiceXpress Guide

Introduction

Prerequisites

Setup

InvoiceXpress register supplier workflow

InvoiceXpress issue invoice workflow

Running

Sandbox Environment

Supplier Onboarding

Send an invoice

Additional Features

Portugal FAQ

Participate in our community

Networks

Countries

Set-up

GOBL

Apps

API

Features

​Introduction

​Prerequisites

​Setup

InvoiceXpress register supplier workflow

InvoiceXpress issue invoice workflow

​Running

​Sandbox Environment

​Supplier Onboarding

​Send an invoice

​Additional Features

Portugal FAQ

Participate in our community

Introduction

Prerequisites

Setup

Running

Sandbox Environment

Supplier Onboarding

Send an invoice

Additional Features