When to use
- Charge for a service or product, in full or in installments.
- Split a sale’s charge between different accounts or companies.
- Issue a quick charge, without items, to a customer.
Before you start
- Have an active Notfy Financial integration.
- The customer must be registered.
Record a sale
1
Open Sales
Go to Management → Financial → Sales and click New Invoice. You can also create it from the Financial tab in the customer’s record.
2
Identification
Choose the Customer and the Sale Date. Fill in Sale Description and, if you wish, adjust Bank slip note: it is the text printed on each bank slip, and it already comes with the sale number. Internal Notes do not appear to the customer.
3
Items
Click Add Item. On each row you can choose a product in From Catalog (optional) and enter Description, Qty and Unit Price. The Subtotal is calculated. If the Link (vehicle, asset…) field is present, it links the item to what is being sold.
4
Payment
Choose the Payment Type (it fills in the fields below), the Payment Method (Cash / Upfront or Installments), the Modality and the Due Date. For installment sales, enter No. of Installments, Fixed Amount per Installment (R$) (optional) and Interval Between Installments.
5
Generate the charges
Turn on Generate charges automatically on save to issue on the gateway as soon as you finish, or generate later from the sale.
When saved, the sale is born as Draft. Once active charges exist, the sale’s customer can no longer be changed.
Generate charges for a saved sale
Open the sale and use the Actions → Generate Charges menu. The wizard has these steps:
Charge methods: Bank Slip, PIX, Credit Card, Bank Slip + PIX and Undefined (the customer chooses on the gateway).
If the sale is in cash, the menu shows Record cash payment, which marks the sale as paid without issuing a charge.
Bill sale
When the tax module is also active, the Bill sale button brings together invoice issuance and charge generation in a single wizard. See the Tax module.One-off charge
To charge without creating a sale: in Charges, click New Charge, choose Financial Integration, Customer, Payment Type, Amount (R$), Due Date and, if you wish, Description. The minimum amount is R$ 0.01. In the customer’s record, the Financial tab also has Issue Charge on each invoice.Sale status
Cancel a sale
In Actions → Cancel Invoice. Open bank slips are canceled on the gateway and the sale becomes Canceled. Nothing is deleted.Frequently asked questions
An error occurs when generating charges. What should I check?
An error occurs when generating charges. What should I check?
Check that there is an active integration, that the credentials are correct and that the environment (sandbox or production) is the desired one. The gateway’s error message appears in the notification. The sale remains saved and you can try again.
Is there a minimum amount per charge?
Is there a minimum amount per charge?
The gateway may have its own rules. In renegotiation, each new charge must be at least R$ 5.00.
Related pages
Track charges
See status, bank slip and update payments.
Payment types
Templates to fill in the sale.