Store activations for Portugal
In stores operating in Portugal, a store must be activated before orders can be created via Associate app.
Important
A store must be already created within the NewStore platform before it can be activated. For more details, see Creating a store.
To activate a store, a cashbox must be activated within the NewStore platform via Omnichannel Manager. For more details, see Activating cashboxes.
Receipts for stores in Portugal
ALL Stores in Portugal will be setup to issue Fatura Completa receipts. In the event a Fatura Simplificada is needed for a transaction, a Fatura Completa will be issued, with the required information to meet the formatting requirements of Fatura Simplificada.
Fatura Completa
Fatura Completa is typically required for most business transactions, especially those involving other businesses or professionals. These transactions are commonly referred to as B2B transactions.
Fatura Completa receipts are typically issued for the following:
For transactions exceeding the limits set for simplified invoices.
When the recipient is a business or professional acting as such.
Based on regulations that apply to stores operating in Spain, these additional attributes must be included in receipts:
Sequential invoice number and, if applicable, series.
Date of issuance.
Full name or business name and address of both the issuer and the recipient.
Tax Identification Number (NIF) of both the issuer and the recipient.
Description of goods delivered or services rendered, including quantity and unit price.
Any discounts or rebates not included in the unit price.
Taxable base amount.
VAT rate(s) applied.
VAT amount charged, stated separately.
Date of supply of goods or services if different from the invoice date
Issuing Duplicate or Copies of Receipts
When issuing copies of receipts within Portugal, the receipt will include the notation:
“Copia”.
Template Customization
In order to modify the receipt templates for Portugal, see Customizing a template. Only receipt Headers and Footers may be customized for Portugal.
Consecutive receipt numbers
NewStore issues receipt numbers that follow the regulations in Portugal. The definition of the series for the receipt numbers are managed via the Portugal Tax Authority website and are passed between the Tax Authority and the EFSTA portal. NewStore provides the numbering as part of the final receipt.
Accessing Portugal SAF-T Reports on the EFSTA Portal
NewStore POS customers have the ability to download their SAF-T reports via their EFSTA portal account. Once the EFSTA portal account has been setup and your Stores have been fiscally activated and have started processing live retail transactions, you may download your SAF-T reports from the portal at any time. To access the SAF-T reports:
Log into your EFSTA portal account
Access the Locations option from your account Dashboard view
Select the specific location where you would like to create and download a SAF-T report - which opens the Properties view for that location
Select the Data Share tab form the Properties view
Define the start and end time for the report and select Share Data
Once the data has been created, select the COPY KEY option and click on the URL link
To finalize the Create Portal Export process, paste your key into the Please Enter Key prompt
Expand the menu for Choose Download Type - and select PT SAF-T for the Portugal SAF-T report export and Download the report.