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Create your first invoice

With your PMS and invoicing provider connected, you're ready to generate your first draft invoice.

Step-by-step

1. Import bookings

  • If you connected a PMS: select a date range and click Sync to pull in your reservations
  • If using manual import: click Upload and select your CSV or Excel file

Your bookings will appear in a table showing guest name, check-in/check-out dates, platform, amounts, and calculated IVA.

2. Review the table

Before creating invoices, check that everything looks correct:

  • Guest names — Verify they match your records
  • Amounts — Confirm the gross and net values
  • IVA rate — Should match your property's location (4% Madeira/Azores, 6% mainland)
  • Commission — Platform commission (Airbnb/Booking.com) is deducted automatically

Edit before you invoice

You can adjust values directly in the table if anything needs correction. Changes are only used for the draft — your PMS data is never modified.

3. Create drafts

  1. Select the bookings you want to invoice (or select all)
  2. Click Create Draft
  3. FaturaSync sends the data to your invoicing provider and creates draft documents

4. Finalize in your billing platform

FaturaSync creates draft invoices, not final ones. This gives you a chance to review before anything is official.

  • InvoiceXpress — Log in to your IX dashboard, find the drafts under Documents, review and finalize
  • Moloni — Drafts appear in your Moloni account ready for approval
  • Vendus — Check your Vendus dashboard for new drafts
  • Portal das Finanças — Recibos are emitted directly; check the emission status in FaturaSync's Jobs panel

Portal das Finanças is different

Unlike other providers, Portal das Finanças emissions are processed as background jobs. You can track their status (pending, processing, completed, failed) in the Jobs panel within FaturaSync.

What's next?