APP REVO XEF
BACK-OFFICE REVO XEF


When configuring Portuguese taxation, certain functions will change or be restricted. Below you will find these differences detailed.

APP REVO XEF

Once Portuguese taxation is activated, Revo XEF will not allow you to:

  • Cancel a payment.
  • Change payments.
  • Reopen orders.
  • Assign a customer to a closed invoice.
  • Delete a customer.
  • Reprint an invoice with a description.
  • Send the invoice by email.

To reverse a transaction, you can only issue a refund and create the order again.



MERGING TABLES

You cannot merge tables, as it is not possible to track orders in detail, which would alter the invoices.


TICKET PRINTING

According to Portuguese regulations, all invoices must be printed in two copies: one for the customer and one for the establishment.


€1000 LIMIT ON INVOICES WITHOUT A CUSTOMER

Invoices without a customer cannot exceed €1000. Assign a customer if the amount exceeds this limit.


HOW TO CREATE MANUAL INVOICES

1. Create a new order by opening a table or from the POS.

2. Tap and select Manual invoices. A will appear.

If you leave the order, when you return, you will need to activate Manual invoice again.



3. When paying, enter the invoice number and select the payment method.



BACK-OFFICE REVO XEF

COUNTERS

You cannot modify the counters once set. Configure them correctly from the beginning.

At the end of the accounting year, you can close the counter:

1. Go to Configuration / COUNTERS.

2. Select the counter.

3. Click on Actions and Close.



This action will be performed when the counter is unlinked from the tax configuration or the cashier.

This action is irreversible; you will need to create a new counter if you make a mistake.

To create a counter, click + New and complete the fields:



  • Name: Assign a name to the series.
  • Document: Select the type of invoice the counter will be associated with. They must be created previously in Invoice settings.
  • Identifier: Define the format of the invoice series.
  • Minimum length: Set the minimum length of the document numbers.
  • Validation code: This code will be provided by the Direcçao-Geral do Tesouro.

DOWNLOAD XML FILE

1. Go to Configuration / FISCAL CONFIGURATION.

2. Click on Export and complete the fields:



  • Select from the dropdown whether you want the monthly or annual file.

  • Choose the month or year you are interested in from the calendar.

3. Click Export to download the file.