How to send an invoice by EDI

In this version, only the Saphety test account

fiscaldoo only connects to the Saphety test environment (see How to connect EDI and Saphety): an “Accepted” invoice was accepted by that environment and did not reach the retailer. Send them the invoice through the usual channel (for example, the PDF by email).

What is it for?

It sends the retailer, by EDI, the invoice already issued, in the Portuguese electronic format (CIUS-PT), with the retailer's order reference, the delivery note and the GLNs of the buyer and the delivery store. The certified invoice does not change: the number, the ATCUD, the signature and the totals stay the same.

When to use it?

• The retailer exchanges EDI with you (How to connect EDI and Saphety) and the goods of the order have already gone (How to send the shipping notice from the delivery note).
• It also works for a credit note to the same customer.

Where to find it?

Billing › Invoice › Customer invoices (or Customer credit notes), open the issued document: Send by EDI button.

Before you start

• Your profile is Billing. Steps 1 to 5 were done with a user that has only this profile.
• The company has an invoice series marked as electronic invoicing (EDI) series. In the demo it is Faturas EDI (FTE), which gives the numbers FT E26/…. The Send by EDI button only appears on an invoice issued in that series.
• The customer has a tax number (NIF), EAN/GLN and EDI active.

How to use it

1. On the already confirmed order (Sales › Orders › EDI orders, in the example S00004), click Create Invoice, leave Regular invoice and click Create Draft. The draft invoice opens with the order reference (“Draft invoice (SIMORD0003)”).
2. If you closed it, you find it in Billing › Invoice › Customer invoices: remove the This month filter, because the draft has no invoice date yet and that filter hides it.
3. In Journal, replace Sales with the EDI series, Faturas EDI (FTE), and save.
4. Click Confirm. The invoice becomes Posted, with the number of the EDI series (in the example, FT E26/1).
5. Click Send by EDI. The message “EDI invoice. Accepted: 1, waiting or refused: 0. See the EDI panel for the detail.” appears. When you open the invoice again, the button has gone and, next to Actions, the state shows Accepted.

Expected result

• Invoice FT E26/1 for Retalhista Exemplo (EDI), dated 02/11/2026, with a Total of €35.61 (€33.60 + 6% VAT of €2.01) and ATCUD DEMOFT2026EDI-1, has the EDI state Accepted.
• In EDI › Messages there is a line Sent, INVOIC|FT E26/1, Accepted.
• The file sent carries the retailer's order reference (SIMORD0003) and ours (S00004), delivery note GT D26/5, the retailer's GLN (5609999000012) and the delivery store's (5609999000036), the lines with each product's barcode, and the ATCUD.
• The certified invoice is the same: EDI only transmits it.

Does the invoice sent by EDI count as the original?Pending validation by a certified accountant: whether the invoice sent by EDI is the original invoice for the customer (electronic invoicing, Decree-Law (DL) 28/2019, art. 12), and whether the PDF still has to be sent.

Important notes

• An accepted invoice is never sent again. Once it is Accepted, the button no longer appears.
• Nothing goes out unless it is correct. fiscaldoo validates the file before sending it; an invalid file never reaches the operator and the reason appears in EDI › Dashboard.
• Do not issue the invoice twice to resend it. If sending failed, fix the reason and click Send by EDI again.
• In the demo, the invoice was accepted by the operator simulator, not by the real Saphety. Confirm with Saphety the format each retailer accepts.

Common problems

I don't see the “Send by EDI” button

• Cause: the invoice is still a draft, was issued in a series that is not EDI (for example Sales), the customer does not have EDI active, or the invoice was already accepted.
• What to do: check the Journal and the state. An invoice already issued in the wrong series does not change series: Pending validation by a certified accountant: cancel it with a credit note and issue it again in the EDI series.