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Automatic invoicing in InvoiceXpress.
For Rioko to issue invoices in InvoiceXpress, the account needs an active plan, a connection to the Portuguese tax authority (AT), a registered series and the API key. This guide lists the requirements and shows how to make the connection. After that, every payment received on Shopify, Stripe, Lodgify, Easypay or EuPago becomes an invoice, and every refund a credit note.
InvoiceXpress account with an active plan, connected to the AT and with a registered series.
About 10 minutes, if the AT connection and the series are already done.
€7.50 + VAT per month or €75 + VAT per year, per integration.
What you need to have
Check these points before opening Rioko's wizard.
- Active InvoiceXpress planAll plans include the API. The InvoiceXpress plans page says that communication with the AT is not available during the 30 free days, so invoicing needs an active plan.
- AT connectionInvoiceXpress must be connected to the AT with an AT sub-user. See Connect InvoiceXpress to the AT.
- Registered seriesThe series must be registered to have an ATCUD. See Register series in InvoiceXpress.
- Account name and API keyThey are under Configurações, in step 2 of this guide.
If the same payments are already invoiced in another program, through Rioko or another system, turn that invoicing off before activating this one. The same payment would end up with two invoices.
- 1Open Integrações.
- 2Under Plataforma de Pagamento / E-commerce, choose your platform. Under Plataforma de Faturação, choose InvoiceXpress.
- 3Click Configurar Agora.
- 4Step 1 connects the payment platform. Each step's Ver como se faz button shows where each value is.
Copy the API data in InvoiceXpress
Rioko needs the account name and the API key.
- 1In InvoiceXpress, open Configurações and, under Dados e Integrações, choose API.
- 2Copy the Nome da Conta (account name) and the Chave API (API key).
Do not share it by email, chat or screenshots. Do not click Renovar (Renew) or Apagar chave da API (Delete API key): the key in use stops working and invoicing stops until you save the new one in Rioko.
Paste the data into Rioko
In the InvoiceXpress step of the wizard.
- Account name
- Only the subdomain. For nome-da-empresa.app.invoicexpress.com, enter nome-da-empresa.
- API key
- The key you copied. Rioko checks it with InvoiceXpress when you save.
Invoice settings
Document type, series, VAT and finalization.
- Document type
- Fatura-Recibo (invoice-receipt) for a payment already received, Fatura (invoice) for a later payment, or Fatura Simplificada (simplified invoice) for a final consumer up to €1,000.
- Invoicing series
- The exact name of the series. If empty, the account's default series is used.
- VAT included
- Does not change prices. On, it authorises Rioko to recalculate the rate when a tax registration is connected (OSS, regional rates, reverse charge).
- Auto-finalize
- Off, the document stays as a draft in InvoiceXpress. On, it is finalized at once.
- Exemption reason
- Applied when the invoice has 0% VAT.
Leave Auto Finalizar (Auto-finalize) off for the first payments, to check that everything is right, and turn it on afterwards.
Activate and test
Check the first document before letting invoicing run on its own.
- 1On the same page, activate the integration's subscription (monthly or yearly).
- 2In the last step, click Marcar como Ativo (Mark as active).
- 3Make a small payment on your platform.
- 4On the Dashboard, under Últimos documentos, you see the payment and the document's status. Open the document in InvoiceXpress and check totals, VAT and customer.
If you left Auto Finalizar off, turn it on in the settings. From then on, every payment is invoiced automatically.
Frequently asked questions
Which InvoiceXpress plan do I need to use Rioko?
Any active plan. All InvoiceXpress plans include the API. What is not available during the 30 free days is communication with the AT, according to InvoiceXpress's plans page.
Where do I find the InvoiceXpress account name and API key?
Under Configurações, in the Dados e Integrações section, API option. The Gerir Chave API screen shows both values.
What do I enter in the account name field?
Only the account's subdomain. If you sign in at nome-da-empresa.app.invoicexpress.com, enter nome-da-empresa.
What happens if I renew the InvoiceXpress API key?
Rioko can no longer issue documents with the old key. Save the new key in the InvoiceXpress step of Rioko's wizard.
Can I check invoices before they become final?
Yes. With Auto Finalizar off, each document stays as a draft in InvoiceXpress, for you to review and finalize there.
Related guides
Connect InvoiceXpress to the AT
Create the AT sub-user and enter the credentials.
See the guide →Register series in InvoiceXpress
Create the series and get the ATCUD.
See the guide →Moloni
Requirements and steps to connect Moloni to Rioko.
See the guide →Vendus
Requirements and steps to connect Vendus to Rioko.
See the guide →TOConline
Requirements and steps to connect TOConline to Rioko.
See the guide →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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