Gestix ERP all-in-one business management, easy and certified.

Features and Compliance

• SAFT ExportFull export for tax audit purposes (latest SAF-T structure supported)
• UBL 2. 1Supports UBL 2. 1 format for interface with multiple standards like Peppol, CIUS-PT, eSPap
• Certified InvoicingCompliant with certified invoicing specifications and mandates in several countries across the World
• QR Code/ATCUDAll invoices and fiscally relevant documents include QR code and ATCUD codes (mandatory since 2022/2023)
• Document IntegrityFiscal documents are digitally signed and immutable; corrections require lawful documents (e. g. credit notes)
• Draft ControlDraft documents cannot be printed; only finalized documents are valid
• Valid Lines OnlyNegative values not allowed in sales lines; corrections via credit notes with stated reason
• Special VAT RegimesSupports Margin Scheme (second-hand goods/art) and Cash Accounting VAT
• Simplified InvoicesAllowed up to €1,000 (retail/ambulant) or €100 (other sales); buyer details can be omitted unless requested
• Buyer DataStandard invoices must include buyer name, address, and tax ID; simplified invoices are the exception
• Transport DocumentsMust be reported to the Tax Authority before transport starts
• Inventory FilingAnnual inventory file due by January 31 (exceptions apply for simplified regimes)
• User Access/Audit TrailSecure login per operator with detailed audit trail of all critical operations
• General AdviceAlways confirm specific obligations with your accountant or local Tax Authority

Glossary

SAF-T(PT)

Standard Audit File for Tax Purposes, Portuguese XML format for tax reporting.

ATCUD

Unique Document Code assigned to each fiscal document, required in Portugal.

QR Code

Mandatory visual code on invoices that encodes key fiscal data for validation.

RBC

Real-Time Communication of Transport Documents (before goods leave premises).

Simplified Invoice

Invoice type for low-value sales, subject to limits and reduced buyer data requirements.

Summary for quick reference — the full, legally binding text is available in the PDF below.

Who these terms are for

Gestix products and services are provided by WESTIX T. I. , Lda. and are intended exclusively for businesses, sole traders and professionals acting within their business activity — not for consumers.

Products and delivery

Gestix ERP is offered as a subscription (SaaS), available in Cloud or On-Premises modalities, across editions such as Gestix Business, Gestix Enterprise, Gestix POS and Gestix Life. Availability and features may change over time.

Subscription and renewal

Subscriptions run for 12-month periods and do not renew automatically. Continuing the service requires payment of the renewal fee; where offered, monthly or split payments are simply a way of paying the annual fee, not a monthly contract.

Pricing

Prices are as stated in the proposal, order, online store or price list at the time of contracting, plus VAT at the applicable rate unless indicated otherwise. Price changes only apply to future contracts or renewals.

Right to cancel online purchases

When a subscription is contracted and paid entirely online, without assistance from a partner or consultant, the Client may request cancellation and a refund within 14 days of activation — provided no invoice has yet been issued through Gestix.

Storage and data after cancellation

Gestix Cloud subscriptions include a base database storage allowance; additional capacity is billed as needed. After a subscription ends, Cloud data is kept for 30 days so the Client can request an export, after which it may be permanently deleted.

Support and updates

Subscriptions include access to support channels and free updates required to keep the contracted edition compliant with applicable tax and legal changes. Custom development, data migrations and infrastructure administration are handled separately.

Responsibility for data

Gestix is a management tool: the Client remains responsible for the accuracy of the data entered and for confirming the correct fiscal and legal configuration with their accountant or tax advisor.

Liability and governing law

Westix's liability is limited as set out in the full Terms and Conditions. These Terms are governed by Portuguese law.

Descarregar Termos e Condições PT (PDF)

Download full Terms and Conditions EN (PDF)

How Westix-TI collects, uses and protects your data through this Site and the Gestix software.

Information We Collect

We collect information in three ways: details you provide through the Site, such as your name, email address and form submissions; data entered into the Gestix software, such as business records and customer information; and technical data collected automatically, such as IP address, browser type and usage patterns.

How We Use Your Information

We use this information to provide and improve our services, respond to enquiries, keep our systems secure, meet legal obligations, and process data as instructed by our users. We do not use data beyond what is necessary without your explicit consent.

How We Protect Your Data

We apply encryption for data in transit and at rest where feasible, restrict access to authorized personnel, and carry out regular security reviews. Data stored within Gestix receives the same level of protection.

Data Sharing and Disclosure

We do not sell or rent personal data. We only share data with trusted service providers under confidentiality agreements, when required by law, or when you authorize it. Data stored within Gestix is never accessed without proper authorization.

Your Rights

Depending on applicable law, such as the GDPR or the CCPA, you have the right to access, correct, delete, restrict, port or object to the processing of your personal data. Contact us at info@gestix. com to exercise these rights; we respond within 30 days.

Cookies and Tracking Technologies

The Site uses cookies to improve your experience and analyze usage. Essential cookies do not require consent; other cookies require your approval as required by law. You can manage your preferences in your browser settings.

International Data Transfers

Data may be transferred internationally using safeguards such as Standard Contractual Clauses to ensure it remains protected.

Data Retention

We keep data only for as long as necessary or as required by law. Within Gestix, data is deleted at the end of the license term, except where a legal obligation requires otherwise.

Third-Party Links

Our Site may link to third-party websites. We are not responsible for their content, and this policy does not apply to them.

Children's Privacy

Our services are not directed at children under 16. If we discover we have collected data from a child, we will delete it immediately.

Changes to This Policy

We will notify you of any updates via the Site or by email.

Contact

Email: info@gestix. com

Address: Rua VI Lote 45, Zona Industrial de Montalegre, Portugal, EU

Phone: +351 919 844 655