Invoicing your members

Each session is agreed between you and your member, so you issue its invoice (or invoice-receipt) with invoicing software certified by the Portuguese Tax Authority (AT). You also decide the VAT treatment of the session, for example the exemption in Article 9 of the VAT Code, where it applies.

Choose your invoicing method

In setup, at the Invoicing step:

1. Choose Manual invoicing.
2. Tick I understand and accept this invoicing obligation.
3. Choose Acknowledge manual invoicing.

You can see or change your method later in Finance → Invoicing settings.

Keep track in Member invoices

Finance → Member invoices shows one row for each paid session, with its amount and status.

1. Issue the invoice to the member in your own invoicing software.
2. In Member invoices, find the session and choose Mark as issued manually, then confirm.

The status changes to Issued manually, so you can see at a glance which sessions still need an invoice.

Monthly export

Under Monthly export, choose the month and Prepare monthly export. You get a file with that month's member invoices to help with your bookkeeping. It is not a certified tax file, so your official records stay in your invoicing software.

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