iGest is an online management platform, certified by the Tax Authority under number 1480 / AT. This software allows, in a simplified way, to manage your business invoicing.

Being income tax taxpayers (IRS or IRC), everyone may use iGest. iGest is suitable to all kinds of liabilities and business subjects, regardless of their size or the training of its users.

iGest invoicing platform is available in Portuguese and Spanish.

You should register on the portal iGEST. At that time, credentials will be made available for access to the invoicing platform. We also offer a free use period of 30day(s), without compromise, so that you may experience how iGest platform works

You may contact our support team, every weekday from 8:30 to 19:00 by calling 707 451 451 or sending na email to apoio@igest.pt, and clarify all your doubts.

iGEST also has another tool: remote access. With this alternative, we can solve your queries in real time. To start remote support in your computer, please use the following application: TeamViewer

Yes. iGest is certified by ISO 9001 Quality Standards and ISO 27001 Information Security, which ensures the monitoring of the internal procedures, security and confidentiality of its data.

Yes, it is possible to import customers, suppliers, items and orders for other platforms.

Yes, you may associate multiple issuance places or branches to your company.

Yes, when creating a user can customize and restrict permissions, by branch, incoincing serial or document type.

Starting on January 1st, 2014, certification conditions of invoicing programs changed, becoming mandatory for all users of in-house developed software and taxpayers with an annual turnover exceeding € 100,000. If you have a volume turnover less than € 100,000, you may still use a certified invoicing software, allowing you to manage your business and meet all obligations.

According to Law No. 75-A / 2014, if your company does not use a certificate invoicing software, you may risk a fine between € 1,500 and € 18,750.

iGest portal uses the best practices of development in order to ensure compatibility with major browsers (Internet Explorer, Firefox, Opera, Safari and Chrome) and operating systems (Windows, Mac OS and Linux).

No, iGest software is housed in the Cloud, so it does not require any installation or configuration.Apart from being always available on your computer (by the portal simply accessing www.igest.pt) you may also use it on mobile devices. (from iGest Mobile application). For this, you need only to access and use your credentials - entering the user name and your password.

Any printer that prints A4 or A5 format, is compatible and can be used.

Yes, iGest offers a mobile application which can be freely downloaded from Google Play for your Android smartphone and from iTunes for iOS (iPhone and iPad)

iGest mobile application is compatible with all versions of the Android operating system from version 2.3. and all versions of IOS.

Yes. The mobile application available on Google Play and iTunes adapts to the screen size of mobile devices, regardless of whether it is a smartphone or a tablet.

You can download at:

• Google Play - Android
• iTunes - iOS

No, the download of the mobile application is completely free.

From iGest Mobile you may issue transport documents notes, invoices, receipts and credit notes.

No, with iGest mobile application, you do not need internet to issue invoices or other documents.

As long as you have synchronized the last 28 days (for this purpose, you just need that during this period to have connected the application to the internet), you may use offline mode anywhere, on your Android phone.

Contact our support services through 707 451 451 or via email to apoio@igest.pt. We are at your disposal to recommend the printer model that best suits your needs and explain how you can purchase it.

You can print your invoices via Bluetooth to any mobile printer or using the Google CloudPrint. From this free service, you may share your printers in order to enable direct printing from your mobile device with internet.

To perform the synchronization of issued documents, access the menu of your iGEST application on your Android device, go to 'Home'. After the presentation of a new menu, click on the 'Sync Data', which will be presented the information to report and / or download.

a) To set up the printer on your device to access the settings on your tablet or smartphone. In the Bluetooth field, select the printer you want to use and click 'Pair'.

b) To configure the portal iGEST online, you must access the backoffice, 'Entity' > 'Configure' and on the tab Mobile indicate which printer you want to use.

c) To configure iGEST, offline, on mobile application, go to the Main Menu and in the 'Printer Setup', select the printer to use.

Yes, your access credentials are valid on both entries. iGest is a versatile tool that adapts to all aspects of your work, regardless of the device you prefer to use.

iGest is adapted to any type of business or professional situation. The POS version consists of a system that you may have at the point of sale, which responds, for example, the needs of a bar, restaurant or hotel, where you can predefine which items you sell and their prices.

In the tablet version, your PoS is no longer steady, static and in one place only. You can use the PoS environment from your Android tablet, being able to invoice without having to purchase a cash register, go to the cash office or to be unable to invoice simultaneously as your co-workers.

If you prefer your PoS steady, you can use your computer or the proper tools for this purpose.

Yes, as long as you have internet access.

No, the POS version can be used on your Android tablet, even without internet.

Yes, with iGest you can use the form that best suit your type of business. We acknowledge that a business can never be limited to a single form of issuance by its turnover, we have several alternatives and features for optimizing your business.

With iGest can issue: Invoices, Receipts, Simplified Invoices, Credit Notes, Debit Notes, Delivery Notes, Global delivery notes, Consignment Guides, Work Sheets, Shipping Guides, Delivery Notes Revenue, Proforma Invoices and Budgets.

If you have a printer you can issue your invoicing on paper. If not, or intend to reconcile, you may also send a PDF by email, to your customers.

Yes. If you need to add your accountant to iGEST so that he can directly query the accounting reports generated, you can easily do it on the Entity> Users.

Yes, you can customize the documents in Entity> Configure.

An invoice is a document to issue whenever transactions of goods or services are done. The difference between these two documents is that the simplified invoices needs no name, business name or social designation of the company, residence or registered office, and no tax identification numbers of non-taxable persons, unless they are requested.

Please note: simplified invoices may be issued only up to the value of € 1,000 in the case of transactions of goods made by retailers or vendors to non-taxable persons, and up to 100 € for other transactions of goods and services.

They are retifying documents, when the amount invoiced to your customer is wrong. You can perform a credit note or debit a as total or part of the difference, always referring to the number of the rectified invoice.

Credit Notes are meant to rectify partial or total difference, when the value charged to your customer is wrong, when issuing the invoice. If the invoice has a higher value than billed, a new invoice must be issued.

Debit Notes serve to make adjustments, including the amount invoiced, when it was issued with the wrong VAT.

Budgets and Pro forma Invoice differentiate the product type, ie, the budget presents a value proposition for the provision of services, while the Invoice Proforma presents a proposal for companies that sells goods.

These documents are not communicated to the Tax Authority.

Invoices are always issued with a serial name and a corresponding number. Books of invoices are named 'Series' and for proper control, invoices must always be organized sequentially and in ascending order, by each series.

If you need to cancel an invoice can do so by issuing a credit note, which should contain the name, registered office or domicile and tax identification number of the buyer, as well as reference to the invoice responsible for annulment.

A global transport document is a document issued when the recipient of the goods is not known at the time of the exit of the goods.
The issue of the global transport document requires the issuance of an effective delivery document of the good to the consignee or, in the case of export of goods that includes services provided by the sender, the registration of a propoer document (work sheet or equivalent document) .

Yes. It is mandatory to issue invoices for all transactions of goods and services transmissions.

According to Decree-Law No. 198/2012, published on August 24th, the economic operator is obliged to notify to the Tax Authority the elements of the invoices issued.

You should communicate th elements of yous invoices until the 20th day of the following month to the issuance of the invoices date.

You can make your communication in the following ways:

• By electronic transmission of data in real time, integrated with electronic invoicing program;
• By electronic transmission of data through delivery of a structured standard file based on SAF-T(PT) file;
• By direct insertion into the Portal of Finance.

During a calendar year, the economic operator should maintain the communication of the elements of the invoices by one modality, ie, the chosen must be maintained until the end of the calendar year.

Economic agents are obliged to notify the TA of the following elements:

• Tax identification number of the issuer;
• Invoice number;
• Date of issue;
• Document Type;
• Tax identification number of the buyer which is subject to VAT if it has been inserted in the act of issuing;
• Tax identification number of the buyer which is not subject to VAT when it applies for his inclusion in the act of issuing;
• Taxable amount for the provision of services or transfer of property;
• Applicable fees;
• The grounds justifying the non-application of the tax, if applicable;
• Deducted VAT amount.

A SAF-T(PT) file contains all the information of the elements of your turnover. If you choose to perform the communication by this way, you need to access every month the Taxing Authority, in case you have issued invoices, and submit the file manually.

If you choose to perform the communication manually, you must enter the necessary elements of the issued invoices, one by one, in the Taxing Authority.

You can make the communication of its invoicing, using the iGEST, in the following ways:
1) Automatic notification via Webservice: To automatically perform the communication should create a sub-user on the AT. By accessing 'entity'> 'Configure'> 'E-Invoice', check the manual to follow all the steps in the sub-user creation.

2) Sending the SAF-T(PT) file by e-mail: You can also set up so that the file is automatically sent to your email (or another email, for example, your accountant), defining which day and time that you want to receive. Then the file should be forwarded to the AT.

3) Export the SAF-T(PT) file directly on the platform:. The user can create / extract the SAF-T(PT) file autonomously under Reports> SAFT-EN > Documents Billing After saving the document, you should enter the portal E- invoice and proceed its posting.

The Taxing Authority defines movement of goods as all materials that are outside the places of production, manufacture, processing, exhibition or sales points. All goods found in vehicles in acts of loading or unloading, as well as, the goods displayed for sale at fairs and markets.

From July 1st, 2013 the communication of the transport documents to the Taxing Authority became mandatory, before goods enter circulation. As such, you should always communicate the transport documents to TA, regardless of any certified program you use. iGest help you fulfill its obligations and to ease the communication of such documents.

There are no differences in content between the transport guide, the delivery note or other documents equivalent to them, and may be used according to commercial usage.The Cargo Manifest is a document that accompanies the transport of goods that may be subject to transactions carried out by VAT taxpayers, in national territory (subject to the exclusions provided for in due art. 3 of Goods Circulation Regime). Any of these documents will be a transport document if it contains the elements referred to in Article 4 of Goods Circulation Regime.

Yes, if you have a turnover in the previous tax period exceeding € 100.00 it is required to communicate all elements of the transport documents to the TA. However, the transport documents where the recipient or purchaser is the final consumer are excluded.

Taxpayers may choose for this regime in the following manners:

1. Electronically;
2. By computer program certified by TA;
3. By computer program produced in-house by the company or by the group (as a rights holder);
4. Through the Portal of Finance;
5. By paper, using approved typography prints.

VAT taxpayers have to report the transport documents issued to the TA, through one of the following ways:

• Through telephone service;
• By electronic transmission of data.

In the latter case, you can do it in real time, from the computer program, using the Webservice provided by the TA; sending file exported by computerized issuing program, using data sending application available on the Portal of Finance on the Internet www.portaldasfinancas.gov.pt and through the issuance / direct communication on the Portal of Finance of the transport document.

iGEST offers you the possibility to realize this communication through:

1. Direct communication with the E-Fatura portal (see Configuration Manual);
2. SAF-T(PT) file issuing for transport documents.

The transport document must contain the following elements:

• Name, business name or social designation of the company, residence or registered office and tax registration number of the sender of goods;
• Name, business name or social designation of the company, residence or registered office of the recipient or purchaser of goods;
• Tax registration number of the recipient or purchaser when subject to VAT (Article 2 of the VAT Code);
• Mention, if appropriate, that the recipient or purchaser is a non taxpayer;
• Commercial description of the goods, with the quantities;
• Loading and unloading places;
• Date and time in when dispacht begins.

Transport documents issued on paper must still mention in typography print:

• The reference to ministerial authorization for the typography that printed them;
• The respective assigned numbering;
• The identifying elements of the typography, including the company name, registered office and tax identification number.

They must be accompanied by the transport document all goods in circulation in national territory, that may be the object of transactions carried out by VAT taxpayers.

Are considered, for these purposes, goods in circulation:

• All goods that are outside places of production, manufacturing, processing, displaying, from wholesale and retail outlets or warehouse holds, because of costly transmission, including the exchange, of free transmission, of return, of affectation own use, of delivery to experience or for demonstration purposes, or for incorporation in the supply of services, shipment on consignment or of simple transfer;
• The goods found in vehicles in the acts of discharge or transhipment, even when taking place inside shops, stores, warehouses or enclosed space, other than residential house;
• The goods displayed for sale at fairs and markets.

No. In case you communicate your documents through iGest, the carrier is exempted from printing the document, just needing the code provided by TA.

The lack or delay of the communication of the transport documents is punishable by fines between € 150 and € 3,750, as defined in art.117º the RGIT.

In accordance with the rules of the art.117º the RGIT, They are excluded of communicate the goods documents relating to transactions with other countries or territories when in movement on national territory whenever subjects to a customs-approved, including transit regimes and export, pursuant to Regulation (EEC) No. 2913 / 92, of the Council, of 12 October.

According to the furtherance of Law No. 198/2012, August 24, contained in Article 233 of Law No. 82-B / 2014, people, natural or legal, having their registered office, permanent establishment or fiscal Domínico in Portuguese territory, which have organized accounting, and have a turnover of more than € 100,000 in the corresponding exercise in the inventory, are obliged to communicate inventories until January 31 of the following year.

iGest helps you to submit the computer file to the Tax Authority in xml or csv format, as required by the rules of the AT (for better clarification, see iGest support manuals available after authentication on the platform, or contact with the Customer).

The Cash VAT system, approved by Decree-Law No. 71/2013, it's a simplified optional tax regime for all VAT taxpayers who have not reached during the previous calendar year, a turnover for the purposes of VAT in excess of € 500,000 and that complete a number of other additional requirements.

Yes, we support all legal and functional requirements associated with the new Cash VAT regime.

For more information, contact our support services (707 451 451 | apoio@iGEST.pt).

No, the integration of PayPal platform with iGEST is free of charge.

To have the integration, should carry your membership for free onwww.paypay.pt and submit the necessary documentation to finalize its accession. Once approved, should to activate the integration with the billing platform iGEST..

Joining the PayPay is for free and does not have monthly fees.It just have a cost per transaction, which is automatically deducted from the transfer amount to your bank account. Regardless the number of issued referralsthe cost focuses only on references that actually have been paid by yours customers. See price list and www.paypay.pt.

To begin issuing invoices with references directly from iGEST, you must click on 'Entity' - 'Settings' - 'Integrations' and authenticate the PayPay..

When issuing a new invoice, if you do not opt for the status of 'Prompt Payment' is questioned whether the payment will be made with or without reference. If you choose 'Yes, with reference' to formalize the invoice the reference is incorporated into the document..

Yes, you can associate payment mechanisms directly to services or products on your website or blog by simply set the button www.paypay.pt.

In the iGEST menu, 'Reports -> References Management', you can see the entire historical of your referrals issued in the Invoice, including the state, especially if it is paid or unpaid..

You can also check the status of payment of all references. www.paypay.pt.

After confirmation of receipt of payment, PayPal makes the transfer to your bank account, less the cost of the service, the day following the receipt of values.