We automate data entry whenever possible to reduce the manual work required;
When closing an invoice, you can immediately send it to the customer. Just click on the "SEND" button and the platform automatically fills the email with the customer’s details. You can also edit the text, subject and send to multiple email addresses in one go.
You can provide the payment method directly on the invoice and as soon as the invoice is paid, the banking movement will be matched with the invoice. You just need to activate our integration with LusoPay.
The most common tax documents that businesses generally need to issue.
The platform is also available in PT and EN
You can choose between exporting the SAF-T file and sending it manually on the Tax Authority portal or configuring an automatic delivery of documents to the Tax Authority (AT), thus avoiding the need to do this every month. You just need to confirm that the delivery was successful.
Whenever you close or cancel a document, we immediately inform the AT. This saves you the trouble of having to export the SAF-T file every month.
Invoices on the platform are always issued in EUROS, but it is possible to add a conversion rate for other currencies.
Magnifinance suggests a value automatically with reference to the official European Central Bank rate, but you can also change the exchange rate to the rate agreed with your customer or supplier.
A certified and personalised invoice is always important to show the customer a high level of professionalism.
Add your logo on all tax documents, include remarks in the footer, and add your company details such as IBAN, BIC or SWIFT.
You can use two formats: A4 and counterfoil format. To switch between formats, just choose the format in the invoicing series.
With the counterfoil format selected, you can print your invoices on a thermal printer.
According to Ordinance 195/2020 of the Portuguese Tax Authority, a QR Code is required beginning January 1st, 2022.
Upon issuing an invoice, you can assign Cost Centre and category codes to the invoice lines. By doing so, you will be able to fully analyse your sales using the Pivot tool.
With a Pivot table, you are able to measure the performance of a sales team, analyse if a department is making a profit or loss, among countless other possibilities, by combining a set of filters according to your needs and extracting the information to an Excel file.
A manager must always have the necessary information to take business decisions with maximum confidence.
Our mobile application is a simple and efficient invoicing platform. It makes it easier for anyone who needs to issue documents and send them to a client no matter where they are. It allows you to easily find your invoices and download them in PDF whenever you need them. You can also export your SAF-T files to send to the accounting or submit it directly to the tax authority wherever you are.
With a much lower cost than the Web platform, it is a good option for those who only need to issue a few invoices each month or it can also be a great complement to the use of the Web platform. With the MagniFinance mobile invoicing application you can:
If you need to issue a large amount of invoices, you can always use our API. Renowned companies entrust their daily operations to MagniFinance. You can also rely on us.
Users with “cashier” permissions can, for example, create documents, but cannot alter the prices or discounts. They can also view their own documents. They do not have access to bank details, account balances, and cannot change any platform settings.
These users can create an unlimited number of documents with no data restrictions, and can also report expenses, but can only view their own documents. They do not have access to banking movements.
These users have full access to all the platform’s functions. Unlimited Invoicing permissions, expense reporting, viewing of documents, movements and advanced financial analyses.
E-invoicing is mandatory for companies that work with public entities. That's why we've developed an integration with an EDI provider service that will allow you to send the data to public entitties without effort, avoiding manually exportation of your documents.
You can configure which type of documents you want to send. Configure which entities you want to communicate. After the integration is active, every time you close a document, we automatically send the document to the EDI provider to be communicated to the public entities. You will be able to consult your entire history of communicated documents, the date and the status of the communication.
To know how you to activate the integration, contact our customer support team.
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