Issuing Fiscal Documents in Cloudbeds (Portugal)

Mariia Korostashevych

Updated July 21, 2026 10:35

Purpose	Create invoices, record payments, reverse issued documents, and track fiscal document statuses using the Invopop · AT integration.
Best for	Accounting managers, property admins, and front desk agents at properties in Portugal.
Use this when	Your Invopop · AT setup is complete and you need to manage Portuguese fiscal documents from a reservation.
Requirements	An active and registered Invopop · AT provider with tax codes and payment methods fully mapped. Complete the Invoicing via Invopop (Portugal) - Set up guide before using this workflow.
Expected result	Fiscal documents are issued from Cloudbeds, submitted to AT, and displayed with their current registration, payment, and lifecycle statuses.
Limitations	A registered fiscal document cannot be deleted. It must be reversed by issuing a credit note.

Introduction

The Invopop · AT integration supports the operational fiscal workflow for Portuguese properties after the provider has been configured in Cloudbeds.

Use the reservation's Documents panel to issue fiscal documents and review their registration with the Portuguese Tax Authority (AT). Payments, reversals, and document statuses remain linked to the reservation so the fiscal record and folio can be reviewed together.

Before you begin
Fiscal document types
Create an invoice
Record a payment and generate a receipt
Void a document and issue a credit note
Track document status
Troubleshooting

Before you begin

Confirm that the integration is ready before issuing fiscal documents:

Invopop · AT provider shows Active.
Registration status shows Registered.
Tax codes and payment methods are fully mapped.

If any of these items are incomplete, return to the Invoicing via Invopop (Portugal) - Set up guide before proceeding.

Fiscal document types

Cloudbeds issues standard Portuguese fiscal document types. Each document has a type prefix and a sequential number within its series.

Type	Prefix	Description
Invoice	FT	Fatura: A standard invoice for charges billed to the guest.
Invoice-receipt	FR	Fatura-Recibo: An invoice and payment issued in a single step.
Credit note	NC	Nota de Crédito: Reverses a document when an invoice is voided.

Example document numbers include FT CB-PROFORMA-2026-1, FR CB-2026-5, and NC CB-2-2026-1.

Fiscal documents are created from the Documents panel inside a reservation. Each document is automatically submitted to AT, and its status is tracked in Cloudbeds.

Create an invoice

Select the charges and their related tax lines to create a complete fiscal invoice.

In the reservation, open the Documents panel. Under Invoices and receipts, select Add documents to → Invoice.
Under Bill to, select the billing contact, such as the guest or another payer.
Under Items to invoice, select the charges to include. The Amount to Invoice column shows the amount that will be billed for each item.
If the Related items will be added message appears, select Add all related items. This includes the associated tax lines in the invoice.
Review the subtotal, taxes and fees, and grand total. Select Create invoice.

The invoice is issued and automatically submitted to AT for registration.

A Portuguese fiscal invoice must include its complete tax details. Adding all related items pairs each charge with its VAT line and helps the registered document reconcile with the folio. Omitting related items can result in a fiscally incomplete document.

Record a payment and generate a receipt

Recording a payment against an issued invoice generates a fiscal receipt (RG). The selected payment method uses the fiscal payment type mapped during setup.

In the reservation, select Add payment.
Select the appropriate options under Paid by and Room #.
Under Select charges, select By invoice. Select the invoice or invoices to settle. This links the receipt to the correct fiscal document.
Enter the Amount and select the Payment method. For example, a cash payment is registered as fiscal type NU.
Select Save.

A payment receipt (RG) is generated and registered with AT. The invoice status changes to Paid, and the receipt status changes to Allocated.

Invoice-receipt (FR) in one step

When a charge is invoiced and paid at the same time, such as during check-out or for a walk-in guest, Cloudbeds issues a single invoice-receipt (FR) instead of a separate invoice and receipt. The complete transaction is recorded in one fiscal document.

Void a document and issue a credit note

A registered fiscal document cannot be deleted. Reverse it using a credit note (NC). Each document in the Invoices and receipts list has an actions menu represented by the ⋮ icon.

Find the document in the Invoices and receipts list and open its ⋮ actions menu.
Select Void & issue credit note.
Cloudbeds voids the original document and issues a corresponding credit note, which is registered with AT.
Confirm that the original document status changes to Voided and the reservation balance is restored.

From the same actions menu, you can select View, Download, or Send to share the document with the guest. Select See change history to review the audit trail for the document's fiscal lifecycle.

Track document status

The Invoices and receipts view lists every fiscal document associated with the reservation. It includes the document type, document number, amount, balance, date, issuing user, and current status.

Fiscal status

Status	Meaning
Processing / Awaiting authorization	The document was submitted to AT and is awaiting a response.
Registered	The document was accepted and registered by the tax authority.
Failed	The Tax Authority returned an error for the document.

Payment and lifecycle status

Status	Meaning
Open	The document was issued and is awaiting payment or allocation.
Allocated	A receipt was matched to an invoice.
Paid	The invoice was fully paid.
Voided	The document was canceled and reversed using a credit note.

Troubleshooting

A document is stuck in Processing / Awaiting authorization

Allow time for the registration to complete. If the status does not change, go to Fiscalization → Invopop · AT → Authentication and verify that your AT credentials are current. Expired credentials can prevent communication with AT.

I need to cancel an invoice that was already issued

Do not attempt to delete the invoice. Open the document's ⋮ actions menu and select Void & issue credit note. This preserves the complete fiscal record.

Review the setup guide for instructions on registering Invopop · AT and mapping the tax and payment information required before issuing fiscal documents: