How to sell at the point of sale with certified documents

What is it for?

The point of sale is the shop's till screen. In Portugal, every paid sale produces a certified document, with a number, ATCUD and signature. The operator does not choose the series: fiscaldoo decides the document from the customer and the amount, and everything is recorded in invoicing and in the accounting.

When to use it?

• You sell in the shop, over the counter, and get paid on the spot.
• To sell on credit or issue an invoice with a payment term, use How to issue a certified invoice.

Where to find it?

Point of sale › Dashboard, on your shop's card.

Before you start

• Your profile is Billing. The steps were done from start to finish with this profile, including closing the register. The Certified accountant profile also has the Point of sale app; it checks the documents in Accounting.
• The shop is linked to a certified journal of simplified invoices or invoice-receipts. Without it, Open Register refuses: see Common problems.
• You have the opening cash in the drawer, ready to count.

How to use it

1. Open the register

1. In Point of sale › Dashboard, click Open Register on the shop's card. If the register is already open, the button says Continue Selling.
2. In the Opening of the register window, check the Opening cash. The amount the register held last time is suggested. If you counted a different amount, type it (in the example, 50). The window warns you straight away about the difference: “The last session left €20.14 in the drawer and you are counting €50.00. The difference of €29.86 is booked as a cash difference when the register opens. If you counted wrong, correct the amount first.”
3. Click Open Register.

2. Sell

1. Tap the product. Each tap adds one unit (in the example, 2 Azeite virgem extra 1 L, €20.14 including VAT). For another quantity, type it on the on-screen keypad with the line selected.
2. Click Payment.
3. If the customer asks for an invoice with their tax number (NIF), click Customer and choose them (or Create). The Invoice button is ticked when you choose the customer: leave it that way.
4. If the customer pays the exact amount, click Dinheiro (ponto de venda) (the cash method) and then Validate.
5. If you need to give change, first type the amount received on the keypad (in the example, 50). The Change appears. Click Validate. The screen shows the change as a negative amount (in the example, -€39.93, for a sale of €10.07).
6. Amount paid appears. The document has already been issued. Click Print for the receipt slip, or Continue for the next sale.

3. Which document is issued

The sale	Document	In the example
No customer, up to the simplified invoice limit	Simplified invoice, in the name of Final consumer (NIF 999999990)	FS POS26/2, €20.14
With a customer and the Invoice button off, up to the limit	Simplified invoice, in the customer's name	FS POS26/4, €10.07, Padaria Aurora, Lda
With a customer with a NIF and the Invoice button ticked	Invoice-receipt	FR D26/3, €10.07, Padaria Aurora, Lda
Above the limit, even without a customer	Invoice-receipt	FR D26/5, €120.84, Final consumer
Refund	Credit note for the original sale	NC FR2026/1, €10.07

The simplified invoice limit comes from the VAT Code (CIVA), art. 40(1): €1000 for sales of goods by retailers to non-taxable persons, €100 in other cases. fiscaldoo compares it with the total including VAT: 10 units of olive oil, €95.00 excluding VAT and €100.70 including VAT, gave an invoice-receipt. The €1000 limit only applies when the shop's simplified invoice journal has the Retailer or street vendor option ticked: with it, a sale of €130.91 without a customer gave a simplified invoice. The example shop does not have it, and the €120.84 is already over the €100 limit.

4. Refund a sale

1. Click Orders. The list opens on the Active filter: change it to Paid.
2. Choose the sale, select the line and type the quantity returned on the keypad (in the example, 1).
3. Click Refund. The payment screen opens with the negative amount (in the example, -€10.07).
4. Click Dinheiro (ponto de venda) to give the money back and, if it appears, Validate. The credit note is issued at that point, linked to the original sale.

5. Close the register

1. Click the menu in the top right corner and choose Close Register.
2. Check the Closing Register window: the sales, the Opening, the cash payments and the Counted amount. Count the drawer and type the amount in Counted. The Difference is calculated. In the example: opening €50.00, payments €30.21, counted €80.21, difference €0.00.
3. Click Close Register. The screen goes back to the register's start screen, and the shop is ready for the next opening.

6. Check in the accounting

1. In Billing › Invoice › Customer invoices, search for the number (in the example, FS POS26/2) and open the document.
2. Check the Series, the ATCUD, the Hash and the customer. Further down, check the Total amount and that the Amount Due is zero (in the example, €20.14 and €0.00).

Expected result

Lines checked in the example's general ledger (olive oil with 6 % VAT):

Document	Account	Debit	Credit
FS POS26/2	2111 Clientes	€20.14
	711 Vendas de mercadorias		€19.00
	2433 IVA liquidado		€1.14
Payment PCX/2026/00003	111002 Caixa	€20.14
	2111 Clientes		€20.14
Credit note NC FR2026/1	711 Vendas de mercadorias	€9.50
	2433 IVA liquidado	€0.57
	2111 Clientes		€10.07
Refund PCX/2026/00006	2111 Clientes	€10.07
	111002 Caixa		€10.07

Each sale is paid as soon as it is validated: the customer entry is reconciled.

Important notes

• Changing the opening cash creates a journal entry. The opening window warns you about the difference before opening. In the example, the suggested amount was €20.14 and €50.00 was typed. The difference produced PCX/2026/00002: 111002 Caixa debited and 7888 credited, €29.86. Type what is really in the drawer, not a round number.
• Issuing is not communicating. The register's documents go into the monthly communication to the Tax and Customs Authority (AT) like the others: see How to communicate monthly invoicing. No communication to the real AT was made in this demo.
• Refunds: the credit note takes the point of sale return as its reason (VAT Code, art. 78(2)), without asking the operator.
• What the receipt slip shows: document type and number, ATCUD, the 4 characters of the signature with the certified software sentence, QR code, tax number (NIF) of the issuer and of the buyer, and VAT by rate. The Print button opens a window with two options: Full receipt and Basic receipt. Pending validation on screen: the slip was not printed; these elements came from the server's response to the register.
• Pending validation by a certified accountant: whether an invoice-receipt above €1000 can be issued to Final consumer, without a NIF. Today, the product allows it: in the example, FR D26/4, €1309.10, without a customer.

Common problems

The register does not open: the journal is not certified

• Symptom: when you click Open Register, the Invalid Operation window opens: “The point of sale "Loja de demonstração" cannot sell: its invoicing journal "Vendas" is not a certified journal of simplified invoices (FS) or invoice-receipts (FR) with a credit note type. In Portugal every sale must be issued with a certified document. Ask the person responsible for tax to configure that journal (PT Certification tab: document type FS or FR, credit note type NC and an active series for each) and choose it as the point of sale's invoicing journal.”
• Cause: in Point of sale › Configure › Settings, under Default Journals, the Orders field has another journal. In the example, the Sales journal.
• What to do: the Billing profile does not have these settings. Ask the administrator to choose the simplified invoice or invoice-receipt journal in Orders and click Save.

I cannot see the sale in the Orders list

• Symptom: the list only shows the sale in progress.
• Cause: the Active filter only shows unfinished sales.
• What to do: change the filter to Paid.