In accordance to the Ordinance 195/2020, starting from January 1, 2021 onwards, it is mandatory for companies to include the two-dimensional bar code (QR) in the invoices.
In this product update, the document layouts have been improved to allow you to generate the necessary ATCUD and QR codes in the invoice layouts. The functionality is applicable to the following layouts:
The improvements are as follows:
The Nature field has been added in the VAT codes maintenance screen.
Nature code
Description
RED
Taxa Reduzida
INT
Taxa Intermédia
NOR
Taxa Normal
ISE
Isento
PT-AC RED
PT-AC RED - Taxa Reduzida
PT-AC INT
PT-AC INT - Taxa Intermédia
PT-AC NOR
PT-AC NOR - Taxa Normal
PT-AC ISE
PT-AC ISE - Isento
PT-MA RED
PT-MA RED - Taxa Reduzida
PT-MA INT
PT-MA INT - Taxa Intermédia
PT-MA NOR
PT-MA NOR - Taxa Normal
PT-MA ISE
PT-MA ISE - Isento
NS
Não sujeito
IS
Imposto de Selo
Note that when you select the option ISE, PT-AC ISE, or PT-MA ISE, the value for the percentage must be set to “0”.
The software certificate information can now be defined at the Software certificate field under the Numbers section in Company data settings (accessible via System ➔ General ➔ Settings ➔ Company data settings). The field supports up to 30 alpha-numeric characters.
The ATCUD information can now be defined at the Delivery note number and Interbranch transfer number fields under the Logistics section in Numbers settings (accessible via System ➔ General ➔ Settings ➔ Numbers settings).
By clicking the icon at the fields, the ATCUD definition screen will be displayed, in which you can define the information at the ATCUD field. The field supports up to 60 alpha-numeric characters.
The ATCUD information can now be defined in the Invoice code screen at the ATCUD field under the General section. The field supports up to 60 alpha-numeric characters.
The following fields have been made available for the document layouts:
The fields will be made available for the following document layouts:
Before using this new functionality, ensure that when selecting option Codigo QR at the layout field, the drop-down field remains blank. This is important in order for the size of the QR code to be displayed according to the recommended dimensions.
Note: Selecting the QR code only option at the drop-down field will result in a display of a larger QR code than specified in the invoice format requirements.
The following is a sample invoice with a QR code:
The following information will be displayed when the QR code is scanned:
The structure and content of the QR code consist of codes that represent different information, such as VAT number of the company, customer, document type, et cetera.
The following specifications must be complied when preparing the QR code: