Rioko guides.
Everything you need to connect your payment platform to your invoicing program: InvoiceXpress, Moloni, Vendus or TOConline. Each program has a connection guide, a guide to connecting it to the Portuguese tax authority (AT) and one for registering series.
Choose your program
Start with the main guide: it has the list of requirements and links to the others.
InvoiceXpress
Requirements and steps to connect InvoiceXpress to Rioko: account, AT connection, series and API key.
See the guide →Connect InvoiceXpress to the AT
Create the AT sub-user on the Portal das Finanças and enter the credentials in InvoiceXpress.
See the guide →Register series in InvoiceXpress
Create the series, register it with the AT inside InvoiceXpress and get the ATCUD.
See the guide →
Moloni
Requirements and steps to connect Moloni to Rioko: Flex plan, AT connection, series and API.
See the guide →Connect Moloni to the AT
Create the AT sub-user on the Portal das Finanças and enter the credentials in Moloni.
See the guide →Register series in Moloni
Create the series, register it with the AT inside Moloni and get the ATCUD.
See the guide →
Vendus
Requirements and steps to connect Vendus to Rioko: Flex plan, AT connection, shop and API Key.
See the guide →Connect Vendus to the AT
Create the AT sub-user on the Portal das Finanças and enter the credentials in Vendus.
See the guide →Series in Vendus
In Vendus, each shop is a series, reported to the AT by the program itself.
See the guide →
TOConline
Requirements and steps to connect TOConline to Rioko: Gestão Comercial, AT connection, series and API data.
See the guide →Connect TOConline to the AT
Create the AT sub-user on the Portal das Finanças and enter the credentials in TOConline.
See the guide →Report series in TOConline
Create the series, report it to the AT inside TOConline and get the codes.
See the guide →OSS in TOConline
A One Stop Shop series per EU country, reported to the AT, and OSS switched on in Rioko.
See the guide →Platform guides
Steps specific to each payment platform.
Shopify
Every paid order becomes an invoice. You connect with us, on a call.
See the guide →
Stripe
Payments, Checkout and subscriptions become invoices. You connect in one click, read-only.
See the guide →
Lodgify
Every confirmed, paid booking becomes an invoice. You connect with the API key.
See the guide →
Easypay
Multibanco, MB WAY, card and direct debit payments become invoices. You connect with API 2.0.
See the guide →
EuPago
How to connect an EuPago channel to Rioko. Every payment becomes an invoice in InvoiceXpress, Moloni, Vendus or TOConline.
See the guide →Payments from before Rioko
Rioko invoices from the activation of the integration and the subscription onwards. Earlier payments are invoiced with invoice recovery.
Concepts
What series, the ATCUD and VAT are, for any invoicing program. Each new article marked as a concept appears here on the day it is published.
Invoice series
What series are and why they must be communicated to the AT.
Read the article →ATCUD
What it is, how to read it and what happens if it is missing.
Read the article →AT sub-user
What it is for, which profiles it needs and how to create it.
Read the article →Exemption codes M01 to M99
Which code fits each situation.
Read the article →OSS VAT
Invoicing EU customers at each country's VAT rate, through the one-stop shop.
Read the article →B2B reverse charge and VIES
When an invoice to an EU business carries no Portuguese VAT.
Read the article →Year end
What to check in your series before January.
Read the article →What stops an invoice going out
The causes, where to see each one and what to do.
Read the article →Draft or finalised
What Auto Finalizar changes in each program.
Read the article →NIF in the Shopify checkout
Shopify's own field and the alternatives.
Read the article →How Rioko decides the VAT
Where the rate on each document comes from.
Read the article →Wrong NIF on the invoice
Cancel and issue again, without a credit note.
Read the article →Invoice, invoice-receipt or simplified
Which to issue for each sale and the simplified invoice's limits.
Read the article →Invoicing SAF-T
What it is, when it is reported and the most common errors.
Read the article →Foreign currency
Which exchange rate to use and what the invoice shows in euros.
Read the article →The invoice QR code
What is inside it and how to check it.
Read the article →Need help?
If you would rather set it up with us, book a call. We configure everything with you, live.
Book a call ↗ calendly.com/pedro-kapta/rioko-support
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