When configuring Portuguese fiscal policy, certain functions will change or will no longer be available. Here are the details.
Verified software code: 2951
https://www.portaldasfinancas.gov.pt/pt/consultaProgCertificadosM24.action
1. REVO XEF APP
If you activate Portuguese fiscal policy, you will not be able to:
- Cancel or modify payments.
- Reopen orders.
- Assign or remove a customer from a closed invoice.
- Reprint invoices with description.
- Send invoices by email.
To reverse a transaction, you will have to make a return and create the order again.
JOIN/MOVE TABLES
You will not be able to join or move tables, as it affects order tracking and could modify invoices.
RECEIPT PRINTING
Portuguese regulations require printing two copies of each invoice: one for the customer and one for the establishment. You can easily configure this in the back-office.
€1000 LIMIT ON INVOICES WITHOUT CUSTOMER
You cannot issue invoices without a customer for an amount greater than €1000. If you exceed this amount, you must associate a customer.
IMPORTANT: If a nominal invoice exceeds €1000 in the back-office, you will not be able to unassign the customer.
HOW TO CREATE MANUAL INVOICES
1. You will create a new order by opening a table or from the TPV.
2. You will tap on the and select Manual Invoices.
3. When paying, you will enter the invoice number and select the payment method.
2. REVO XEF BACK-OFFICE
COUNTERS
There are 7 types of counters. The first 5 are mandatory in Portugal:
| Counter | Description |
|---|---|
| Proforma Invoice (PC) | Pre-ticket printing (print-check) |
| Simple Invoice (FS) | Simplified invoice printing |
| Nominative Invoice (FR) | Nominative invoice printing |
| Credit Note (NC) | Invoice cancellation printing |
You cannot modify counters once configured. Configure them correctly from the beginning.
DOWNLOAD XML FILE
You will generate the XML file to send to SAFT. This file includes all delivery notes, invoices, and returns.
1. You will go to Settings / FISCAL SETTINGS.
2. You will click on Fiscal history.
3. You will click on Export and complete the fields.
4. You will click Export to download the file.
