Skip to main content

How to set up and use fiscal invoicing in Portugal

Learn how to activate invoicing for your property, register your series, and understand when each type of document is issued.

Overview

If your hotel is based in Portugal, Amenitiz connects directly to the Portuguese Tax and Customs Authority (Autoridade Tributária e Aduaneira — AT) to issue certified invoices. Before you can issue them, you need to be registered with the AT.

This article explains every step: activating invoicing in Amenitiz and with our partner Invopop, registering your series, and understanding when each document type (FT, FR, NC, FS) is issued.

Before you start

Before starting the registration on the Invopop portal, make sure you meet the following requirements:

  • Portal das Finanças credentials: have ready the username and password of a user authorised for WSE — Communication and Management of Series via web service.
    ​
    If you haven't created this user yet, expand the section below and follow the instructions.
    ​

  • Different emails: If you need to create more than one company for invoicing, each one needs a different email in Amenitiz, so the corresponding Invopop accounts can be created.

How to create a user with the Tax Authority (AT)

If you haven't created a user yet, create one with the appropriate permissions:

  1. Go to the AT Portal das Finanças: https://www.portaldasfinancas.gov.pt/at/html/index.html

  2. Click Log in and authenticate using one of the available methods.

  3. Go to All Services → Taxpayer Authentication → User Management.

  4. Click Create New User and fill in the requested information.
    ​ The password must be between 8 and 14 characters.

  5. Select the permissions: WSE (always required, for registering series). If you want invoices to be reported to the AT automatically in real time, also select WFA.

  6. Click Submit and securely save the username (it will look something like NIF/number. Whatever name you gave the user, this is the value you enter in Invopop) and the password.

%

%

Step-by-step instructions

Step 1 — Fill in the invoice issuer details

  1. Go to Invoices → Settings.

  2. Click Edit and fill in every field with your company's correct details.
    ​

    All fields are required. Missing information can prevent the system from activating correctly.
    ​

    Take particular care here, as these details appear in the header of your invoices and identify the issuer.

    • Company registration number: If you don't have a number to enter here, you can use your NIF.
      ​

    • VAT number: Enter PT followed by your NIF.
      ​

    • Tax regime: If you are in one of the archipelagos, select the matching option, Região Autónoma da Madeira or Região Autónoma dos Açores. This option is what ensures the correct VAT percentage on your invoices, so make sure the right one is selected.
      ​

    • Share capital (€): Must be a numeric value. If it doesn't apply, enter 0 (zero).
      ​

    • Commercial Registry Office (Conservatória do Registo Comercial) — Enter where you registered, for example «Conservatória do Registo Comercial de Lisboa». If it doesn't apply, enter «Não aplicável».
      ​

    • Email — This is used to log in to our partner Invopop's portal. As mentioned above, the same email address cannot be linked to more than one company.
      ​

  3. Enter your invoice series — the part that appears right after the FT, FR, NC, FS prefixes and before each invoice number.
    ​All series must be different from one another.

    • Do not include the document prefix (FT, FR, NC, FS). The prefix is combined automatically with the matching document type.

    • It can contain letters, numbers and most special characters, but it cannot contain spaces, forward slashes (/), or carets (^).
      ​

    • Invoice numbering sequence: The same series is used for Invoices and Invoice-Receipts.
      ​

    📌 Series changes are processed at midnight local time, so a change to a new series can take up to 24 hours to take effect.

  4. Click Save after checking you have filled in every field correctly.

  5. Then click Activate invoicing (blue button on the right).
    ​

📌 Activation stays in Processing approval status until you complete the next stages in Step 2. No document is submitted to the AT until that step is complete.

Step 2 — Set up your Invopop account

  1. Go to at-pt.invopop.com/portal/login

  2. Enter the same email address you registered for the invoice issuer in Invoices → Settings in Step 1.

  3. Authenticate with the code sent to that email.

  4. Enter and save your WSE web service credentials created in Portal das Finanças.
    ​

    %

    %

    Remember that the username will look something like NIF/number.

  5. Click Series and register your series so they match your Amenitiz series exactly.
    ​

    %

    %

Invopop

Amenitiz

Invoice (FT)

Invoice numbering sequence

Invoice-Receipt (FR)

Invoice numbering sequence

Receipt (RG)

Credit note numbering sequence

Credit Note (NC)

Receipt numbering sequence

Simplified Invoice (FS)

Simplified invoice numbering sequence

📌 FT and FR documents share the same invoice series. Their numbering is continuous across both document types (for example, FT/0001, FR/0002, FT/0003).
​
​📌 Only register the series matching the document types Amenitiz uses. Do not create series in the portal for other document types such as consignment notes, return notes, delivery notes, or transport documents.

Once your series are registered, your invoicing status changes automatically to Invoicing Activated in Amenitiz. No further action is needed.

Step 3 — Issue invoices

Once your account is active, you can issue invoices in Amenitiz. The document type is determined by the payment status at the time of issuance — you don't choose it manually.

Which document type is issued?

Documents

Situation

FT — Fatura

Issued with no payment.

FR — Fatura-Recibo

Issued for an amount that has been paid.

RG — Recibo

A payment was made for an amount already invoiced. The system issues a receipt instead of an invoice for that amount, to record it legally.

NC — Nota de Crédito

A previously issued FT or FR needs to be cancelled or corrected.

FS — Fatura Simplificada

An invoice issued without customer details for an amount under €1,000.

Reporting your documents to the AT

How your documents are reported to the Portuguese Tax and Customs Authority depends on the permissions of the AT user linked to Invopop:

  • With the WFA permission: each document is reported to the AT automatically, in real time, the moment it is issued. You don't need to generate or submit the SAF-T file.

  • Without the WFA permission: documents are not reported automatically. You'll need to generate the SAF-T PT file in Invopop (usually once a month) and submit it to the AT.

The SAF-T file, in XML format, gathers the documents issued during a given period so they can be reported in batch to the Portal das Finanças.

How to generate a SAF-T PT file

  1. Log in to Invopop with your email;

  2. Go to SAF-T PT.

  3. Enter the year and/or month you want to report.

  4. Click Generate.

The file contains the documents issued during the selected period. You can then submit it to the Tax and Customs Authority, or send it to your accountant to do so.

Important rules

⚠️ Once an invoice is Issued, it cannot be edited or deleted, as AT records are permanent. To correct an error, cancel it — this automatically generates a credit note (NC) to void the original document — and issue a new invoice with the correct information.

⚠️ Only one credit note can be issued per invoice. Once an invoice has been cancelled, it cannot be cancelled again.

📌 Pro forma documents are never submitted to the AT and therefore carry no fiscal status.

FAQs

I registered my series, but my account still isn't active. What should I do?

Amenitiz detects the confirmation automatically, but it can take a few moments. If your account stays pending for more than 24h, check that you registered a series for every document type and that they all match your Amenitiz configuration exactly.

If the account still won't activate, contact our support team. Registrations that stay unconfirmed for 30 days are automatically cancelled. In that case, you'll need to start the process again.

I issued an invoice, but it shows an error. Can I try again?

Yes. You can reissue invoices in Error status.
​

Open the invoice, review the error message, correct the data causing the problem, and reissue the document. Common causes include an invalid client NIF, a missing town or city, a phone number without a dialling code, or an unrecognised VAT rate.

Why was my invoice issued as an FR instead of an FT?

Amenitiz automatically issues an FR when invoicing a charge that has a payment recorded. This can happen because the guest paid the full amount or part of the booking.
​

If you expected an FT, check whether a payment was recorded on the booking before the invoice was issued.

Can I issue a partial credit note?

No. A credit note must cover the full original invoice.

If the booking amount changes after the invoice is issued, follow these steps:

  1. Issue a credit note for the full amount of the original invoice.

  2. Correct the booking amounts.

  3. Process the corresponding refund, where applicable.

  4. Issue a new invoice with the correct amount.

What is a pro forma and when should I use it?

A pro forma is an informational document with no fiscal value that shows the guest the expected services and amounts before the booking is confirmed or the invoice is issued. It is never submitted to the AT and has no legal fiscal status. Use it only for quotes, never as a replacement for a fiscal invoice.

Related Articles
Did this answer your question?