Note: Payment fiscalization is part of the new invoicing flow for Portugal and is being rolled out in phases. If you don't see it in your dashboard yet, it will be enabled on your account soon.

Overview

Fiscalizing a payment turns money you've received — such as a deposit — into the correct legal tax document, directly from the booking. In Portugal, VAT is often due when you collect a payment (the cash-VAT regime most Portuguese hoteliers use), not when you issue the invoice.

Use it when:

You took a deposit or down payment and need to document only that amount — not the full booking total.
You already issued an unpaid invoice (a Fatura) and now need to record the payment against it.

Depending on the payment, fiscalizing produces a Fatura-Recibo (a combined invoice and receipt) or a Recibo (a fiscal receipt tied to an invoice) — the system picks the document automatically, based on whether the related bill has already been invoiced.

Before you start

Portuguese fiscal invoicing must be active. See how to set up and use fiscal invoicing in Portugal.
The Fatura-Recibo (FR) and Nota de Crédito (NC) series must be registered with the Autoridade Tributária (AT) — also covered in the article above.
Payments must already be registered on the booking before you can fiscalize them.

Which situation are you in?

You always follow the same flow below — the situation decides which document comes out.

You took a deposit or advance payment on a bill you haven't invoiced yet → you get a Fatura-Recibo for exactly that amount, with line quantities adjusted proportionally.
You're recording a payment on an invoice you've already issued — the bill already has a Fatura → you get a Recibo linked to that invoice. In Portugal there is no Recibo without an invoice.
A payment is split across several bills → expand it and choose which part to fiscalize; each part is routed to a Fatura-Recibo or a Recibo based on its bill.

Recibos follow the way the bills were invoiced: bills invoiced separately → separate Recibos; bills invoiced together → a single Recibo.

Step by step

Go to Reservations and open the booking.
Open the Invoices tab.
Click Fiscalize payments. You'll see every payment on the booking that is still pending fiscalization, each showing the bill it's allocated to.
Select the payments — or parts of payments — you want to fiscalize. Payments that are greyed out have already been fiscalized and can't be selected again.
Check the Summary on the right: for each amount it tells you whether it will produce a Fatura-Recibo or a Recibo, grouped by document.
Click Issue Documents and confirm.

Example: a deposit

A booking totals €300 — three nights at €100. The guest pays a €100 deposit.

You fiscalize that €100 payment → one Fatura-Recibo for €100.
The item quantities are adjusted proportionally (33% of each night) so the document total matches the €100 collected — the €300 total is not shown.
At check-out the guest pays the remaining €200. You fiscalize that payment the same way → a second Fatura-Recibo for €200 (the remaining 67%).

Together, the two documents add up to the full €300 of the booking.

Important rules

📌 A payment that has already been fiscalized can't be fiscalized twice — it appears greyed out. If only part of a payment was fiscalized, only the remaining part can be selected.

📌 A Recibo is always tied to an invoice. You can't issue a Recibo for a bill that has never been invoiced — that bill gets a Fatura-Recibo instead.

⚠️ Fatura-Recibos can always be cancelled. When you cancel an invoice, its linked Recibos are automatically deducted from the taxable base.

FAQs

Which document does fiscalizing produce, and can I choose?

You can't choose — Amenitiz decides from the bill each payment is allocated to. A bill not invoiced yet → a Fatura-Recibo, which invoices and receipts the payment in one document. A bill that already has a Fatura → a Recibo linked to that invoice. A plain Fatura (an unpaid invoice) isn't issued here — you create that from the invoice flow. See how to set up and use fiscal invoicing in Portugal for the full document logic.

Why is a payment greyed out and I can't select it?

It has already been fiscalized — a Fatura-Recibo or a Recibo already covers it, so it can't be fiscalized again. If only part of the payment was fiscalized, only the remaining part is selectable.

I took a deposit — how do I invoice only that amount?

Open the booking's Invoices tab, click Fiscalize payments, select the deposit payment and click Issue Documents. You'll get a Fatura-Recibo for exactly the amount collected, with item quantities adjusted proportionally — not the full booking total.

I already issued an unpaid invoice — how do I record the payment now?

Fiscalize the payment the same way. Because the bill already has a Fatura, the system issues a Recibo linked to that invoice, rather than a new Fatura-Recibo.

Can I fiscalize only part of a payment?

Yes. When a payment is split across several bills, you can expand it and choose which part to fiscalize. Each part is then routed to a Fatura-Recibo or a Recibo based on its bill.

How do I report these documents to the AT?

Fiscal documents are submitted to the Autoridade Tributária automatically, or in batch via a SAF-T PT report. See how to set up and use fiscal invoicing in Portugal.

How is this different from invoicing from Bills?

Fiscalizing works from a payment and produces a Fatura-Recibo or a Recibo. Invoicing from a bill produces a Fatura for the charges. To invoice or bulk-invoice from the Bills page, see how to find, invoice and record payments for your bills in one place, and how to create, manage and download invoices.

How to issue a Fatura-Recibo or a Recibo for a payment in Portugal