Invoices, receipts, estimates and transport documents. FIZ reports your invoices to Portugal’s Tax Authority (AT). For the self-employed, invoices and receipts are on the free plan.
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Choose the customer and the items. FIZ calculates the totals with IVA and numbers the document in the right series.
In seconds, as you issue it. The invoice then appears in e‑Fatura, AT’s invoice portal.
FIZ sends the invoice to the customer by email, with your logo. You can also share it on WhatsApp or print it on A4 or on a receipt roll.
Pick what you need to do and see what each document is for.
Records the sale of goods or services, including advance payments. It does not itself prove payment.
IVA on an unpaid invoice
Under the normal IVA regime, the invoice’s IVA goes into the declaration for the period you issue it, even if the customer has not paid. Under IVA de caixa (only sales to businesses and self-employed professionals), it counts when you are paid or, if unpaid, in the 12th month after the invoice date.
AT: IVA de caixaAn invoice and proof of payment in one document, when the customer pays straight away.
An invoice requiring fewer customer details.
When you can issue a simplified invoice
For transactions in Portugal:
The customer’s name and address are optional. The customer’s NIF is required if they are a business or a self-employed professional (an IVA taxable person), or if a private customer asks for it.
In FIZ, a receipt (recibo) is issued for an invoice and confirms payment. You can send its PDF to the customer.
In FIZ, you can cancel a whole invoice, without a credit note, within the quarter in which it was issued. If it was already sent, let the recipient know.
Reduces the amount of an earlier invoice: in part or, after the quarter in which it was issued, in full. The original invoice is retained.
The goods or services you offer the customer: what is included, the price and the terms of the sale.
How the price is calculated: quantities, item prices and the total for goods, materials, services or work.
A preliminary document in invoice format for agreeing line items, the amount and billing details.
None of these documents replaces an invoice or confirms payment.
A record of what the customer ordered and in what quantity, to prepare delivery or fulfilment.
Tasks to carry out and materials needed, for example for a repair or installation.
None of these documents replaces an invoice or confirms payment.
A document accompanying goods during transport.
A record of goods dispatched to the recipient.
A record of goods returned to the supplier.
A record of goods handed to a reseller (consignatário) to sell. IVA becomes due when the reseller sells them, or after one year if they are not returned.
A record of company-owned goods moving, for example, between its warehouses, without a sale.
Transport documents are available on paid plans.
In Portugal, recibos verdes is the usual term for documents issued by self-employed professionals (trabalhadores independentes). The former electronic recibo verde was renamed fatura‑recibo. For companies, the issuing rules are the same.
In the iOS and Android app and on the web.
FIZ considers your business activity, whether the customer is an individual or a business, their country and whether their IVA number is valid in the EU (VIES). It also considers the region, yours and the customer’s: mainland Portugal, the Azores or Madeira. Available on paid plans.
Your logo on every document. On paid plans, choose the colours and layout and issue without the FIZ logo.
FIZ automatically issues invoices for recurring services on your schedule. Available on paid plans.
Issue invoices through WhatsApp or from your own system via the API. Available on paid plans.
FIZ APIYour invoicing data for the period in SAF‑T (PT), the file that accounting software imports, or in Excel (CSV). If you prefer to send your invoices to AT as a file, the same SAF‑T can be uploaded to e‑Fatura.
Choose the format each time you print: A4 to send or file, an 80 or 58 mm roll for a receipt printer.
Once FIZ is connected to AT, it imports your customers from the invoices you have already issued. You can also import customers, products and services from an Excel or CSV file.
No need to wait until the end of the month, quarter or year. FIZ imports from Portal das Finanças (the AT website) the invoices already issued and received, including those from other software. No need to enter it all again.
Create your FIZ account and connect it to AT. FIZ creates new series for your documents and reports each invoice to AT when you issue it.
Yes. FIZ invoices have their own series, separate from those of Portal das Finanças or another program, so you can use both at the same time, even before your subscription to the other program ends.
For companies, every invoicing feature is in FIZ Pro and FIZ Max. For the self-employed, invoicing is free in Base. The paid plans (Auto, Prime, Auto Pro and Prime Pro) add the IVA rate suggestion for services, transport documents, scheduled invoices, invoicing via WhatsApp, the API and a design without the FIZ logo.
They remain valid, and you do not need to issue them again in FIZ.
How FIZ imports invoices from ATOn paid plans, you can give your accountant access to FIZ with the permissions you choose, and FIZ emails them the SAF‑T (PT) every month. On any plan, you can download your invoicing data in SAF‑T (PT) or Excel (CSV).
e‑Fatura shows invoices. A receipt (RG) proves payment of an invoice and is not reported to AT; only receipts under IVA de caixa (RC) are reported.
