Invoicing via Invopop (Portugal) - Set up guide

Configure Guest Information

1. Start by ensuring that the existing fields in the guest profile correspond to the country where the property is located.
2. Access Account->Settings

3. Access the Guests tab

   Select Portugal in all tabs found in this area (Guests and Groups)

Access Fiscal settings in Cloudbeds

To start the billing configuration, navigate to the financial settings in your Cloudbeds configuration panel.

Account->Settingsand Select the Fiscalization tab

Register with the Invoicing Provider (Invopop)

Cloudbeds uses external providers, such as Invopop, to ensure compliance with the Tax Authority (‘Autoridade Tributária’) in Portugal.

1. In the Registration tab, review Invopop terms & conditions.
   
   
2. Click Agree and Continue.
3. Fill in the following fields with your company information:
   - Business Name (Company name)
   - NIF (Tax identification)
   - Share Capital
   - Registry Office
   - Company Address
   - Email Address (Company email)
4. Click Validate to check the validity of the entered data. A text message will show that your data has been validated correctly.
   
   
5. Next, click Save.

Create a New User in the Tax Authority Website (Autoridade Tributária)

You must create a specific secondary user in the Tax Authority website (Portal das Finanças) so that it can be connected to Cloudbeds and, in this way, communicate your invoices directly to AT.

1. Log in to portaldasfinancas.gov.pt
2. On the Portal das Finanças homepage, click the option Todos os Serviços (All Services).
3. Locate the option Gestão de Utilizadores (User Management)..
4. Then, click the button Criar Novo Utilizador (Create A New User).
   
   
5. Enter the username. This field is only informative, allowing you to identify one or more authorized users in your Portal das Finanças.
   
   
6. Enter a password for this user following the Tax Authority requirements:
   • Minimum 8 characters
   • Maximum 16 characters
   • At least one character from each of the groups below:
     • Uppercase letters - A to Z
     • Lowercase letters - a to z
     • Digits - 0 to 9
     • A special character (/, *, #, %)
7. Assign the following Perfis Atribuídos (Authorized permissions) to the new user:

After clicking Submit, the user is created.

Enter Credentials in Cloudbeds

Connect the secondary user created in the previous step to your Cloudbeds system.

Access: Account->Settingsand Select the Fiscalization tab

1. Click + Credentials.
2. Enter the Username (as shown in the AT website).
3. Enter the Password and click Save.
   
   

Configure Document Series

This step ensures that all issued documents follow a legal sequential order and use the correct internal codes.

1. In the menu Fiscalization, access the Series tab.
2. Click Add Series.
3. Assign a Base Name to your series. This name will be included in the series denomination.
4. Select the following document types to be communicated to the AT:
   • FT - Fatura (Standard Invoice)
   • NC - Nota de Crédito (Credit Note)
   • RG - Recibo (Receipt)
   • FR - Fatura-Recibo (Invoice-Receipt)
5. Set the Series Type as Normal.
   
    
6. Click Save.
7. Ensure that all document types have a validation code associated.
   
   

Tax Mapping (VAT/IVA)

In this step, you must associate the taxes created in Cloudbeds with the official government tax codes.

1. In the menu Fiscalization, access the Taxes tab.
2. Click the Update button.
3. Map each tax created in Cloudbeds with the corresponding Government Tax.
   
   
    
4. Below you can find the applicable rates for each region in Portugal:

Click Save.

Map Payment Methods

You must now map each of the existing payment methods in Cloudbeds to the corresponding payment method available for the invoicing system.

1. In the menu Fiscalization, access the Payments tab.
2. Click the menu on the right of each payment method and select Edit.
3. Map each payment method in Cloudbeds to the corresponding payment method in the invocing system.
   
   

Customize Documents

Configure the options for issued documents according to your preferences.

1. In the menu Fiscalization, access the Customization tab.
2. Upload the Invoice logo, which will be visible on all the issued documents.
3. Define the Logo Height (pixels).
4. Select Portugal in the Locale selection field.
5. Choose your preferred Date Format.
6. Choose the Layout (size) of the issued documents. A4 is the most commonly used format in Europe.
7. Click Save.
   
   

Final Verification

After completing all the steps above, ensure that the status in the top right corner of the menu Fiscalization changed to Consented.