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Automatic invoicing in Moloni.
For Rioko to issue invoices in Moloni, the account needs the Flex plan or higher, a connection to the Portuguese tax authority (AT), a registered series and the API active. 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.
Moloni on the Flex plan or higher, 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.
- Flex plan or higherThe Moloni API is included from the Flex plan up. The Base plan does not include it. See the Moloni plans.
- AT connectionMoloni must be connected to the AT with an AT sub-user. See Connect Moloni to the AT.
- Registered seriesThe series must be registered to have an ATCUD. See Register series in Moloni.
- Active APIYou activate it 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 Moloni.
- 3Click Configurar Agora.
- 4Step 1 connects the payment platform. Each step's Ver como se faz button shows where each value is.
Activate the API in Moloni
You do this once per company.
- 1In Moloni, open Configurações and choose Configuração da API e Plugins.
- 2Turn on Ativar API.
- 3In the URI de Resposta (Callback) field, paste this address, character for character. It is the same for every account, and Rioko's wizard shows it too:https://rioko.online/api/integrations/moloni-oauth/callback
- 4Click Atualizar.
- 5Copy the Developer ID, which Moloni suggests and you can change, and the Client Secret.
One extra character, or a slash at the end, and Moloni refuses the authorisation. Treat the Client Secret like a password.
Authorise Moloni
In the Moloni step of Rioko's wizard.
- 1Fill in the Developer ID and the Client Secret.
- 2Click Autorizar o Moloni.
- 3Moloni asks you to confirm the access. Confirm: you return to Rioko with the connection made.
The authorisation renews itself, and Rioko does not store your Moloni password.
Invoice settings
Company, series, VAT, finalization and exemption.
- Company and series
- Choose the Moloni company and the series in which documents are issued.
- Document type
- Fatura-recibo (invoice-receipt) when the payment has already come in, Fatura (invoice) when it is pending, or Fatura + recibo automático (invoice + automatic receipt), when your platform allows it.
- VAT included
- On, prices already include VAT. Off, VAT is added to the price.
- Auto-finalize
- Off, the document stays as a draft in Moloni. On, it is issued 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 Moloni 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
Does the Moloni Base plan work for connecting to Rioko?
No. The Moloni API is included from the Flex plan up, and Rioko connects through the API.
Does Rioko store my Moloni password?
No. The connection is made by authorisation: Moloni asks you to confirm the access and Rioko stores only the authorisation, which renews itself.
Where do I find the Developer ID and the Client Secret?
In Moloni, under Configurações, Configuração da API e Plugins, after activating the API.
Why does Moloni refuse the authorisation?
The most common reason is that the address in URI de Resposta (Callback) is not exactly the one Rioko shows. Check it character for character and click Atualizar.
I have several companies in Moloni. How do I choose the right one?
After authorising, Rioko lists the account's companies and you choose the company in the invoice settings.
Related guides
Connect Moloni to the AT
Create the AT sub-user and enter the credentials.
See the guide →Register series in Moloni
Create the series and get the ATCUD.
See the guide →InvoiceXpress
Requirements and steps to connect InvoiceXpress 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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