How to Set Up Eupago on Moloni ON

What is Eupago and what is it used for?

Eupago is a Portuguese Payment Institution, duly authorised and supervised by the Banco de Portugal (registration no. 8709). Focused on the fintech ecosystem, the company develops financial technology solutions to optimise payment collection for companies and online businesses.

Eupago's goal is to allow any business (whether B2C or B2B) to offer its customers the most widely used payment methods in Portugal and across Europe — such as MB WAY, Multibanco Reference, and Credit Cards (Visa and Mastercard).

Integrated with Moloni ON, the Eupago service automatically generates payment details and direct links (PaybyLink) on the invoices sent to customers, synchronising the settlement status in real time without the need for manual reconciliations.

Follow these steps:

1. Access Settings on the left menu of Moloni ON, click Other settings, and select Payment platforms.

2. Review the available options on the page and, if you do not have an account or contract yet, access the registration form via the "click here" link inside your desired method.

3. Fill in the mandatory fields on the official form (Name, Email, Mobile, Company, and URL) and click Register. Once your details are submitted, the process with Eupago will begin. As soon as it is complete, you will receive an email with the login details for the contracted services.

4. Access the Eupago back office with the credentials you received.

5. In the side menu, under Management, go to Channels and click Add Channel. This creates the API Key to be used for the services between Moloni ON and Eupago.

6. Fill in the requested details and click Add Channel.

7. In the channel list, you can view the API keys. Copy the desired key to insert it into Moloni ON.

8. Return to Moloni ON and click the Activate button.

9. In the Title field, enter an identifying name for this configuration (e.g., "Eupago: PayByLink").

10. Insert the API key into the API key field.

11. Enable the Default option if you want this to be the standard payment method suggested on your Moloni ON documents.

12. Click the Save button (in the top or bottom right corner) to get your anti-phishing key and activate the automatic Callback for real-time payment recording.

How to Generate Receipts Automatically in Moloni ON

Setting up automatic receipt generation between Moloni ON and Eupago ensures your accounting stays up to date without manual effort.

Follow these steps:

1. Access Settings on the left menu of Moloni ON, click Other settings, and select Payment platforms.

2. Click Consult on the Eupago method you wish to configure (e.g., Eupago: PaybyLink or Multibanco).

3. Copy the link that appears in the Callback field.

4. Access your Eupago customer portal and, in the left side menu, under the Management section, select Channels and click Channel List.

5. Identify the relevant account in the table and click Edit.

6. Enable the Receive notification to a URL checkbox.

7. In the URL field, insert the Callback obtained in Moloni ON.

8. Click Save to save the connection.

9. Return to the method configuration page in Moloni ON and select the Optional settings tab (at the top).

10. Enable the Generate receipts automatically option.

11. In the Document series field, select the billing series from the drop-down menu where you want your receipts to be issued.

12. In the Payment method field, enter your preferred payment method.

13. Click the Save button in the bottom right corner to complete the process.

How to add payment details to a document

To simplify the collection process and automate financial management, Moloni ON allows you to integrate payment platforms directly into your documents. When you activate this option, the system automatically generates a payment link associated with your configured financial entity, allowing your customer to pay with total convenience.

However, there are specific rules regarding where and when you can use this feature in Moloni ON. Make sure you meet the following requirements:

• Eligible documents: Payment details can only be added to Invoices and Regular/Recurring Invoices. They are not available for other document types.
• Workflow Flexibility: You can include the payment right at the time of issuance or add it later to a document that has already been closed.

During the creation of a document

If you are issuing a new invoice or regular invoice and want the customer to receive the payment link straight away, follow these steps:

1. After filling in the Commercial information and Products, go to the Generate payment data section and select your desired payment platform.

2. In the Value field, enter the exact amount to be charged through the platform.

3. Click Save and finalise (in the bottom right corner). Moloni ON will issue the document and immediately create the link in the Payments tab with a Pending status.

On an already issued document

If the document has already been generated without payment details and you want to add the link now, follow these steps:

1. Open the desired invoice or regular invoice and click the Payments tab.

2. Click the + Generate payment button (in the top right corner).

3. In the Generate payment data section, select your desired payment platform.

4. The system will automatically pull the total outstanding amount from the document. Validate the details and click the Generate payment button to create the corresponding link.

Status automation

As soon as the document is paid by the customer via the link, the status in the Payments tab automatically changes from Pending to Paid (with the callback active).