Electronic invoicing
Requirement
Electronic invoicing in Portugal is a tax clearance model by the government. The tax clearance model allows continuous transaction controls (CTC). Tax authorities can decrease the VAT gap and stop tax evasion through real-time digital control of transactions.
The 'Entidade de Serviços Partilhados da Administração Pública I.P.' or 'eSPap' is the government entity responsible for implementing electronic invoicing. The entity sets up and maintains the public procurement e-invoicing system. Additionally, this entity publishes technical and functional requirements.
In 2014, Portugal started digitizing its administrative procedures. Companies were required by the Portuguese tax and border authority to declare their VAT online and transfer transport authorizations before moving merchandise. In 2019, Portugal adopted e-invoices in the public sector to follow standard regulations in all European Union countries.
The Decree-Law no. 111-B/2017, approved on 31st August 2017, regulates e-invoicing in Portugal. E-invoicing is amended Decree 123/2018, which shows characteristics of the system and other deadlines.
M3 solution
Invoicing is probably the function in M3 that is most affected by localization rules.
Users can submit their invoices electronically in the required format using an integration with the Infor Localization Services Platform (LSP) and can be delivered using both specific and standard format:
- CIUS-PT
- GS1 invoice
- Cross Industry Invoice (CII)
- PEPPOL Access Point
Configuration guidelines
| Program ID | Program name | Description or comment |
|---|---|---|
| CMS500 | Invoice Header. Open |
All created and recreated invoices are displayed. See NCR 11227 for details about the process. |
See "M3 configuration for electronic invoicing" in the Infor M3 Core Configuration Guide for Infor Localization Services Platform.