Overview

Now that your invoicing tool is set up in Amenitiz, the next step is to activate sequential numbering in InvoiceXpress and ensure seamless integration with Portal das Finanças. Completing these steps is required to fully comply with Portuguese tax laws and to export the SAF-T file.

Before you start

This is Part 2 of 2. Your Amenitiz invoicing tool must already be set up (Part 1 of this series).
You'll need an Acesso.gov.pt user with the WSE - Comunicação e Gestão de Séries por webservice permission.
You'll need your InvoiceXpress account login and your Automatic Communication with AT credentials (Sub-user and password).

What is SAF-T?

SAF-T (Standard Audit File for Tax) is an international standard for the electronic exchange of reliable accounting data from organisations to the national tax authority. In Portugal, SAF-T files simplify the submission of tax-related information and are a crucial part of tax compliance. They must be generated in specific scenarios such as monthly reporting, facilitating the automatic audit by tax authorities.

Part 1: Set up your data on Acesso.gov.pt

Before InvoiceXpress can manage sequences, you need an authorised user set up in the Acesso.gov.pt portal with specific permissions.

Visit acesso.gov.pt.
If you already have a user, log in and select the "WSE - Comunicação e Gestão de Séries por webservice" option as an authorised operation.
If you do not have a user, create one and make sure to check "WSE - Comunicação e Gestão de Séries por webservice" as one of the authorised operations.
Submit the changes to finalise your permissions setup.

Part 2: Configure your InvoiceXpress account

With permissions set on Acesso.gov.pt, you can now configure the communication settings in InvoiceXpress to manage sequences.

Navigate to the Sequences management page under Account Preferences → Documents, and select Sequences.
Click Configuration on Communication with AT.
If you already have Automatic Communication credentials for AT set up, you can use these or enter new credentials. Then click Save.
If you do not have the credentials for Automatic Communication with AT, enter the Sub-user and Password data and click Save.
Credentials are now entered, and sequence registration can be performed during the sequence creation process.

Part 3: Create and register a new sequence, or register an existing sequence

After setting up communication with the Tax Authority (AT), you're ready for the final setup step, which involves creating new sequences and registering new or existing ones. This decision depends on whether you want to start fresh or continue with existing sequences.

To create a new sequence

In the Sequences menu, click Create New Sequence. Ensure the communication with AT is active.
Choose the name for the new sequence. If you want this sequence to be the default for all new invoices, activate the Use this Sequence by default option. Finally, click Save and Register.

To register an existing sequence

To register an existing sequence that already has documents issued, click the Register Sequence button after selecting the desired sequence. This action enables the inclusion of the ATCUD in all documents issued from that date onwards.

Part 4: Activate the communication of invoice information to the Tax Authority (Autoridade Tributária)

There are two methods of doing this:

Manually — once a month, export the SAF-T XML report from InvoiceXpress and send it to the Tax Authority (see all the steps in this InvoiceXpress article).
Automatically — communicate automatically via InvoiceXpress.

⚠️ Important

According to AT rules, during a calendar year a company can only communicate its invoicing by a single method. The one you choose in InvoiceXpress should be the one you use at least until the end of that year.

Part 5: Understanding and managing status indicators

Once you've followed the previous steps, your Amenitiz invoicing tool will display one of three possible status indicators:

🟢 Invoicing activated (Green): all systems go. Your tool has been successfully activated and you are ready to start issuing invoices.
🟡 Invoicing activation pending (Yellow): your registration is under review. It might take a few days for activation to complete.
🔴 Invoicing activation failed (Red): review all the details you've submitted and make any necessary adjustments or additions.