Portugal

Credit note

Changes to generic fields

invoiceRefs is optional

type CreditNote {
  // ...all generic credit note fields
  lines: InvoiceLine[];
  invoiceRefs: string[],
  customInfo: {
    prt: {
      goodsServiceAvailableDate?: string;
      note? string;
      paymentMeansCode: PaymentMeansCode;
      paymentMeansDueDate:
      reason: string;
    }
  }
}

type InvoiceLine {
  itemCode: string;
  description: string;
  unit: UnitsOfMeasure;
  quantity?: number;
  vat: {
    type: 'fixed' | 'percent';
    code: TaxCode;
    amount: number;
    exemptReason?: string;
    exemptReasonCode?: PortugalExemptionReasonCodes;
  };
  price: {
    amount: number;
  };
}

Field information

Name	Type	Required	Description
`invoiceRefs`	string array	Yes	Invoices associated with this document. Only one invoice reference is allowed.
`lines[].itemCode`	string	Yes	An identifier for the item.
`lines[].description`	string	Yes	Description of the goods or service
`lines[].unit`	string	Yes	A value from an enumerated list as outlined on Units of Measure
`lines[].quantity`	number	No	Quantity of the good or service
`lines[].vat.type`	string	Yes	A value from an enumerated list of types: "fixed" "percent"
`lines[].vat.code`	string	Yes	A value from an enumerated list of types: "PRT-NOR": Standard rate "PRT-ISE"*: Exempt from Tax "PRT-NS"*: Tax-exempt/Out of scope services "PRT-RED*: Reduced or lower rate "PRT-INT"**: Intermediate rate is a special VAT rate applied to certain goods and services that do not fall under the standard or reduced rates
`lines[].vat.exemptReason`	string	Conditional	If the line VAT amount is 0, an exemption reason is required.
`lines[].vat.exemptReasonCode`	string	Conditional	If the line VAT amount is 0, a value from an enumerated list outlined on Portugal exemption reason codes is required.
`lines[].vat.amount`	number	Yes	VAT percent or value per item
`lines[].price.amount`	number	Yes	Unit price of the good or service
`invoiceRefs`	string	Yes	An array of existing invoices
`customInfo.prt.goodsServiceAvailableDate`	string (ISO 8601 date)	No	The date that the goods or services are available.
`customInfo.prt.note`	string	No	Document note
`customInfo.prt.paymentMeansCode`	string	Yes	A value from an enumerated list as outlined on Payments Means
`customInfo.prt.paymentMeansDueDate`	string (ISO 8601 date)	yes	Due date of invoice
`customInfo.prt.reason`	string	yes	Reason for credit.

Example CSV file

Credit note - Portugal.csv