Portugal - InvoiceXpress

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 the Configuration section
Select Apps
Locate InvoiceXpress Portugal
Click Connect

Configure Supplier Registration Workflow

Create a workflow to register your suppliers with InvoiceXpress:

Go to the Workflows section
Create a new “Contacts” workflow
Name it “Register supplier in InvoiceXpress”
Add the following required steps:
- Sign the Envelope - Validates the document
- Register InvoiceXpress issuer - Creates supplier account
- Set State - Marks progress as processing

For quick setup, use our pre-configured workflow below:

{
  "name": "Register in InvoiceXpress",
  "description": " ",
  "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",
      "next": [
        {
          "status": "KO",
          "step_id": "12ad6a70-499e-11ef-b4fe-47a6daefa429"
        }
      ]
    },
    {
      "id": "0eb04c30-499e-11ef-b4fe-47a6daefa429",
      "name": "Set State",
      "next": [
        {
          "stop": true,
          "status": "NA"
        }
      ],
      "config": {
        "state": "registered"
      },
      "summary": "Set state to `registered`{.state .registered}",
      "provider": "silo.state"
    },
    {
      "id": "12ad6a70-499e-11ef-b4fe-47a6daefa429",
      "name": "Set State",
      "config": {
        "state": "error"
      },
      "summary": "Set state to `error`{.state .error}",
      "provider": "silo.state"
    }
  ]
}

Set Up Invoice Processing Workflow

Create a workflow for processing invoices with these essential steps:

Name the workflow “Send invoice to InvoiceXpress”
Add these required steps:
- Send to InvoiceXpress - Transmits invoice data
- Generate PDF - Creates document (configure for your environment)
- Set State - Updates status to “sent”

For quick setup, use our pre-configured workflow below:

{
"name": "Send invoice to InvoiceXpress",
"description": null,
"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",
      "next": [
          {
              "status": "KO",
              "step_id": "6e7ea2d0-49a1-11ef-8c8c-7bca04ed2465"
          }
      ],
      "config": {
          "logo_height": 40,
          "locale": "pt",
          "date_format": "%Y-%m-%d"
      },
      "summary": "Portuguese",
      "provider": "pdf"
  },
  {
      "id": "6a8f6740-49a1-11ef-8c8c-7bca04ed2465",
      "name": "Set State",
      "next": [
          {
              "stop": true,
              "status": "NA"
          }
      ],
      "config": {
          "state": "sent"
      },
      "summary": "Set state to `sent`{.state .sent}",
      "provider": "silo.state"
  },
  {
      "id": "6e7ea2d0-49a1-11ef-8c8c-7bca04ed2465",
      "name": "Set State",
      "config": {
          "state": "error"
      },
      "summary": "Set state to `error`{.state .error}",
      "provider": "silo.state"
  }
]
}

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:

  {
    "$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 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 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

Introduction

API

Guides

Portugal - InvoiceXpress

Introduction

Prerequisites

Setup

Running

Sandbox Environment

Supplier Onboarding

Send an invoice

Additional Features

Introduction

API

Guides

​Introduction

​Prerequisites

​Setup

​Running

​Sandbox Environment

​Supplier Onboarding

​Send an invoice

​Additional Features

Introduction

Prerequisites

Setup

Running

Sandbox Environment

Supplier Onboarding

Send an invoice

Additional Features