Frequently asked questions
FAQ concerning the Saphety Invoice Network Platform, for Sending Invoices
I need help with
What data do I need to register?
To register the company you need the VAT number of the company, the code of the company registration and a copy of the national identity card of one of the managers or legal representatives of the company. Registration is done through an e-mail account that will later be used to log into the application.
Can any company employee register?
Yes, as long as you have the necessary documentation and data to do so.
Is there a limited number of users per company?
Currently, the solution allows having a user by each Company. A new version will soon be available with the possibility to add users unlimitedly.
How much time does it take to register my company?
After filling in all the requested data, our team will validate all the information and, within a maximum period of 8 working hours, the registration process will be complete.
Is it possible to register as a sole trader?
Yes, it is possible to register as a sole trader, to send electronic invoices or green receipts to customers.
Which are the available plans?
Electronic Invoice Plans, monthly subscription, whose number of documents included varies between 5 and 500 invoices (month). Suitable for sending to customers in the public sector (mandatory) and companies already prepared to receive electronic invoices.
PDF Invoice Plans, with annual subscription, whose number of documents included varies between 500 and 5000 invoices (year). Suitable for sending invoices in PDF in accordance with the new legislation and in which the customer does not yet require electronic invoicing.
The plan I choose is valid for how many days?
Which payment methods are available?
The available payment methods are the credit or debit card, ATM or MB Way.
Can I import my data from other software?
Invoices might be imported from other softwares. This is possible using an XML file, in the CIUS-PT format. Check that your billing system produces this file. In case your system does not produce this file, the alternative is to manually fill in the invoice data. Note that the invoice PDF is always required in either case.
How to send invoices manually?
To send your invoice in the mandatory structure just login, upload your invoice PDF (extracted from your billing system), fill in the mandatory fields on the form and send it.
How can customers receive my documents?
Your client will receive the documents by integration or by email, depending on the option selected by him. If your customer is part of the Saphety network, you can receive the document directly on your billing system.
Is there a recommended browser for this solution?
We recommend using the Google Chrome browser for a better browsing experience.
Does the current month's document balance carry over to the following month?
Who are the receiving entities on the Saphety Invoice Network?
The receiving entities belong to the Portuguese public and private sector and you can preview the the list of some of our clients.
Can I send invoices to all of my customers?
Yes, you can send invoices to all your customers, provided that, for non-integrated customers, you have their destination email validated and accepted by the customer.
What customer data do I need to send my invoices?
Mandatory data includes VAT number, Address and Email. For more details, you can preview the document submission form, under New Invoice.
What does it mean to connect to another network?
Some of the invoice recipients are accessible through a network other than Saphety. However, through interoperability agreements, Saphety guarantees the delivery of invoices to these customers in a fully integrated and automatic manner, complying with legal or business requirements in force. For the interoperability mechanisms to be available, it is necessary to subscribe to a specific plan for each of the networks necessary to activate.
What steps are necessary to activate the connection to other networks?
When logging into Saphety’s Invoice Network platform, you will find the option “Networks” on the side menu. By accessing this area, you will have a list of “Networks” available to connect, depending on the receiving customers to whom you want to send your invoices, whose details can be consulted by clicking on a particular network. To activate one of the available networks you must “Request connection to the network”. Your connection request will be subject to approval, configuration and activation by the network. Once the activation is configured and approved, the status of the connection will be updated to “Connected to the network”, and you can start sending an electronic invoice to these entities in an integrated manner. Note: some requests for connection to networks may require the acceptance of specific “Terms and Conditions”, as well as the payment of an interoperability plan.
How can I send invoices to entities belonging to the eSPap network (FE-AP)?
To send invoices to entities belonging to the eSPap network, you must first establish a connection with this network. When logging into Saphety’s Invoice Network platform, you will find the option “Networks” on the side menu. When accessing this area, you will have the list of “Networks” available to establish a connection where the “eSPap” network is available. To activate the connection, you must “Request connection to the network”. Your connection request will be subject to approval, configuration and activation by eSPap. Once the activation is configured and approved, the status of the connection will be updated to “Connected to the network”, and you can start sending an electronic invoice to these entities in an integrated manner.