This guide provides step-by-step instructions for integrating Hostify with AT Portugal to streamline invoicing processes. By following these directions, you will ensure compliance with Portuguese tax regulations and efficiently manage your invoicing directly through Hostify.

To begin using Hostify for invoicing and connect with AT Portugal, you must first create your company profile or the owner's company profile within Hostify. This initial setup is essential for both invoicing and other Hostify functionalities. When creating your company, make sure to supply all required information, including your company’s address, IVA (VAT) number, company capital, and office CRC (Commercial Registry Code).

After your company profile is set up, contact Hostify support to request activation of the Invopop feature for your account. Once enabled, a new option will become available on the company (owner) dashboard in Hostify, allowing you to proceed with the integration.

From your dashboard, select the "Register Supplier" option.

After this action, the "External Status" will initially display as "N/A," and then update to "QUEUED." This status means additional steps are required in AT’s Portal das Finanças:

1. Obtain credentials for a user with the necessary permissions on AT’s Portal das Finanças. To create a new user:

2. Visit the Portal das Finanças and click the "Iniciar Sessão" button.

3. Authenticate using any available method.

4. Navigate to Todos os Serviços > Autenticação de Contribuintes > Gestão de Utilizadores.

5. Click on "Criar Novo Utilizador" and complete the form. It is recommended to use a name that reflects the purpose, such as “Hostify User”.

6. Select the appropriate permissions:

7. WSE – Always required; allows registration of series for any document type.

8. WSA – Required for submitting invoices to AT in real time (instead of using SAF-T).

9. WDT – Required for submitting transport documents (e.g., “Guia de Remessa,” “Guia de Transporte”) in real time.

10. Click "Submeter" to create the user.

11. Store the username and password securely, as they will be needed in the next step.

12. Complete the registration in Invopop’s Supplier Portal using the provided link.

13. Enter the email address specified in the supplier’s information. A code will be sent to complete authentication.

14. Once logged in, go to the Credentials section and enter the AT credentials obtained earlier, then press Save.

15. In the Series section, click "+ Register" and register at least one series for each document type the supplier will issue.

After adding your invoice series to Invopop, return to Hostify and access your company settings. For the invoice prefix, add "FT" followed by the series you added in Invopop. For credit note prefix, use "NC" and the series. For example, if your series is “2025,” add:

· FT 2025:

· NC 2025:

It may take some time for AT PORTUGAL to review your submitted data. If the status updates to "Registered," your company is fully set up to send invoices. If the status shows as "Error," there is an issue with the Invopop settings, so please contact our support to help you out with the troubleshooting.

Once registration is complete, you can send invoices directly from Hostify to AT PORTUGAL. You have the flexibility to send invoices individually or in bulk, according to your needs.

You can generate reports to track the status of your invoices. Because AT PORTUGAL may return notes requiring you to unfinalize and resend specific invoices, ongoing monitoring is important. After invoices are successfully sent, PDF versions can be downloaded either in bulk or for individual invoices as needed.

By logging into your company’s account using the provided link and registered email, you can download SAF-T reports as required.

· AT Portugal assigns the next invoice number individually for each invoice. After a successful transmission, the system will automatically update the invoice number to match the response from AT Portugal.

· All invoices are sent with the current date. According to Portuguese regulations, once successfully sent, the system will update the invoice date accordingly.