Billing
TOConline integration
Sales documents and receipts land in TOConline as soon as a sale is paid, right where your accountant already works.
Overview
TOConline
TOConline combines invoicing and accounting online and is widely used by Portuguese certified accountants and the businesses they look after. When invoicing runs inside TOConline, every document is already in the books, with no exports or imports.
The TOConline API uses OAuth with an authorisation code and covers customers, suppliers, products, services, sales documents and receipts. A sales document (invoice, simplified invoice, invoice-receipt, credit or debit note) is finalised on submission and can afterwards only be voided, with a reason. Receipts can settle several documents at once and accept partial payments.
Tejobit plugs TOConline into the places money comes from: an online store, a payment gateway or a CRM. The connection creates the document in the right series, records the receipt with the real payment method (Multibanco, bank transfer, card) and emails the PDF, so customer balances stay accurate.
Use cases
What it is for
- A business whose accountant already uses TOConline and wants web shop invoicing inside it.
- A clinic invoicing appointments that are booked and paid online.
- A service provider issuing 30-day invoices and logging receipts when the Multibanco reference is paid.
- A distributor whose delivery notes need an AT communication code before goods leave.
What the connection listens to
- A paid order in the online store.
- A gateway callback confirming a Multibanco or MB WAY payment.
- An accepted proposal or won deal in the CRM.
- A shipment prepared in the warehouse, to issue its delivery note.
What the connection does
- Creates or updates the customer with address and email contact.
- Issues the sales document in the series assigned to that channel.
- Records the receipt against one or more invoices with the correct payment method.
- Emails the document or receipt and stores the PDF link.
- Requests AT communication of the delivery note and returns the code to the logistics system.
How it works
From the request to a working connection
- 01
Request
The form names the integration, the tools involved and what should happen in each case.
- 02
Review and proposal
Tejobit confirms what the API allows and sends a proposal with the flow, the price and the timeline.
- 03
Setup and testing
The connection is set up with the business's own accounts and tested with real cases before it goes live.
- 04
Maintenance and monitoring
Tejobit hosts the connection, follows up on errors and adapts it when the API changes.
The connection runs on Tejobit's infrastructure. The monthly fee covers hosting, monitoring and API changes.
What to prepare
- A TOConline company with an active invoicing (GC) licence.
- An Empresário user to generate the API credentials under Empresa, Configurações, Dados API.
- Document series defined for each document type and sales channel.
- For delivery notes, Portal das Finanças user credentials allowed to communicate them.
For security, do not send passwords, API keys or tokens through the form. Credentials are requested through a secure channel when the setup starts.
Limits
- Without an active invoicing licence the API is read only: creating or changing documents is blocked.
- Submitted documents are final and cannot be edited; voiding is permanent and needs a reason.
- Access tokens last only a few hours and must be refreshed often. The connection handles it, but a long outage means authorising again.
- The link carrying the API credentials sent to the integrator expires after 72 hours.
Frequently asked questions
Before you start
Does my accountant need to do anything?
Usually just confirm the series and VAT rates. API access is generated by an Empresário user of the company itself.
Can several partial payments go against one invoice?
Yes. TOConline receipts accept partial payments, and the connection logs each instalment as it is confirmed.
Who reports invoices to the AT?
TOConline, as certified software. The connection only creates documents and never issues them outside TOConline.
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Moloni
Every sale paid in another system becomes a Moloni invoice, in the right series and with the customer matched by NIF.
From €5 /month + IVA
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IfthenPay
Creates Multibanco references and MB WAY requests, then handles the payment callback to close orders and invoices on its own.
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Primavera
Orders, customers, prices and stock exchanged between Primavera ERP and your store, B2B portal or CRM through the Web API.
From €60 /month + IVA
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Set up the TOConline integration?
Describe what should pass between the tools. The reply confirms feasibility, price and timeline.