In Portugal, the government requires that an invoice is tracked, with a summary of invoices sent regularly to the tax authorities. InvoiceXpress is a simple program that can be integrated with Deskworks for meeting government regulations.
- When an invoice is created, it is automatically recorded in InvoiceXpress as a draft.
- When an invoice is paid, it is finalized in InvoiceXpress, creates a receipt and is then available for monthly reporting to the government.
Voiding payment in Deskworks cancels the receipt in InvoiceXpress.
Creating a refund in Deskworks creates a credit note in InvoiceXpress.
Voiding payment in Deskworks cancels receipt in InvoiceXpress.
Cancelling refund in Deskworks cancels credit note in InvoiceXpress.
Notes:
- An empty order is not pushed to InvoiceXpress. At least one line item is needed in the order for it to push to InvoiceXpress.
- Orders that were created before the InvoiceXpress integration will NOT push to InvoiceXpress.
- Users can specify their Tax ID in User Profile -> Personal Info -> Tax ID. If specified, the Tax ID will be pushed to the VAT Number in InvoiceXpress. This is optional.
For an InvoiceXpress account, contact InvoiceXpress.com.
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