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Register series in Moloni.
In Moloni, you create the series under Configurações, Séries de Documentos, and register it with the Portuguese tax authority (AT) from the same screen. You need the AT connection active, with the Registo de séries AT (AT series registration) option turned on.
Moloni connected to the AT, with Registo de séries AT active.
Configurações, Séries de Documentos.
Create the series
Under Configurações, Séries de Documentos.
- 1Open Configurações and choose Séries de Documentos.
- 2Click Adicionar.
- 3Enter the Nome: only unaccented letters and numbers, and it cannot start with «AT».
- 4Tick Escolhida por defeito if this should be the default series.
- 5In the Número Inicial tab, enter the number each document type starts from.
- 6Click Inserir.
Register the series with the AT
Still inside Moloni.
- 1In Séries de Documentos, click Registar todas as séries, or select the ones you want and click Registar séries selecionadas no AT. You need the Registo de séries AT option active.
- 2Confirm in Registar. Registration can take a few minutes.
- 3In the Registo AT column, check that the series shows as Registado (registered).
Tell Rioko which series to use
In the integration's invoice settings.
- 1Choose the company.
- 2Choose the registered series. Documents are then issued in that series, with the ATCUD that Moloni assigns to them.
Frequently asked questions
Where do I register the Moloni series with the AT?
Inside Moloni itself, under Configurações, Séries de Documentos, with Registar todas as séries or Registar séries selecionadas no AT.
What can I name a series in Moloni?
Only unaccented letters and numbers, and the name cannot start with «AT».
Does one Moloni series work for invoices and credit notes?
Yes. A Moloni series covers all document types, and registration with the AT is done per document type.
Why does Moloni say that Registo de séries AT is not active?
Because the option is turned off in the AT connection. Turn it on under A. Tributária, Configuração da Ligação.
How long does series registration take?
Moloni says it can take a few minutes. Check afterwards in the Registo AT column.
Related guides
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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