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How to set up the invoicing tool in Portugal (1)

Part 1 of 2: activate the Amenitiz invoicing tool, register your details in InvoiceXpress, and prepare for sequence registration in Part 2.

Overview

Setting up the invoicing tool is your first step towards streamlined billing and compliance with Portuguese financial regulations. This is Part 1 of 2 — it covers activating the invoicing feature in Amenitiz and verifying your details in our partner InvoiceXpress. Part 2 covers sequence registration and connection with Portal das Finanças.

Before you start

  • The invoicing feature must be available on your Amenitiz account. If your property has more than 6 rooms, it's likely already included in your plan. Smaller establishments can activate it via the Marketplace — see how to activate the invoicing tool.

  • Your VAT number (Número de IVA), official registered name, full address, and the email address where you want to receive your InvoiceXpress credentials.


Step-by-step instructions

Step 1: Set up the invoicing tool in Amenitiz

  1. Go to the Invoices tab.

  2. Click Settings.

  3. Click Edit.

  4. Fill out all the required fields:

    • Name: as officially registered.

    • VAT number (Número de IVA): starts with PT5XXXXXXXX — the typical Portuguese format.

    • Address: complete and accurate.

    • Email: the address where you'll receive your InvoiceXpress credentials.

    • Phone number (optional).

  5. Save the details, then click Activate invoicing.

Step 2: Verify and manage settings in InvoiceXpress

Once you receive the welcome email from InvoiceXpress:

  1. Follow the link in the email to access InvoiceXpress.

  2. Set up and verify your details (name, VAT number, full address, email).

  3. Update the initial password to something more secure.

⚠️ Multiple Amenitiz accounts under the same NIF

If you're managing multiple Amenitiz accounts and want to associate them under the same NIF in InvoiceXpress, these are the requirements:

  • Create a new activation for each hotel.

  • Use the same NIF.

  • You can use the same email if desired.

  • Use a different company name for each account.

  • Set a different default registered series for each account in InvoiceXpress.


📘 Next: Part 2

With Amenitiz invoicing activated and your InvoiceXpress account verified, the next step is to register your sequences and connect with Portal das Finanças to comply with Portuguese tax laws. Continue with How to activate sequences and connect InvoiceXpress in Portugal (2).

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