What is the Social Security feature?

If you are self-employed ("recibos verdes") or a sole trader (ENI – Empresário em Nome Individual), you must tell Social Security every three months how much you invoiced — and then pay a monthly contribution. 🧾

InvoiceXpress already knows your invoicing, so the Social Security feature helps you with this process.

✨ What it does for you

📊 Estimates your monthly contribution automatically from your invoices.
🗓️ Shows you the calendar: which quarter to declare, when to declare it and which months to pay.
📋 Prepares the values you need to enter in Segurança Social Direta (SSD), ready to copy.
✅ Keeps a record of the quarters you have already declared.

⚠️ Important: InvoiceXpress does not submit anything on your behalf. You always submit the declaration yourself, on the Segurança Social Direta website.

The values shown are estimates. The official amount is always the one Social Security gives you.

📍 Where to find it

In the left-hand menu, go to Freelancer Life → Social Security.

If you don't see this option, the feature is not available for your account. It is available for eligible Portuguese accounts or accounts that already have a NISS configured.

🎒 What you need before you start

🔢 Your NISS (Social Security Identification Number), 11 digits. You can find it in Segurança Social Direta or in letters from Social Security.
🔑 Your Segurança Social Direta login details, to submit the declaration.
👤 To know your framework: self-employed worker or sole trader (ENI). If in doubt, check in Segurança Social Direta.

Who can configure it: users with the Administrator or Collaborator role.

🎉 The "New: Social Security" window

The first time you open InvoiceXpress after the feature becomes available, you may see this window:

Click Start setup to go straight to the configuration page.
Click Do it later (or ✕) to close it. It won't appear again, but you can always set it up later in Settings.

🚀 How to use it, in 5 steps

1	Set up your contribution profile.
2	Classify each item as a Good or a Service.
3	Check the Quarterly View.
4	Declare the quarter in Segurança Social Direta.
5	Record the official amount and compare it with the estimate.

👉 Each step is explained in its own article in this category.