When to use
- Issuing from the sale: the customer and the items are already registered and Notfy decides on its own which invoices to generate.
- Standalone issuance: you need an invoice with no associated sale, or an NFC-e (consumer invoice).
Before you start
- Active issuing company with no pending items in the readiness check.
- Tax profile confirmed for the invoice type.
- Customer with the required data. The NF-e (electronic invoice for goods) requires the recipient’s address.
- For sales: the Financial module in the plan. An order becomes a sale through the Create Sale button (see Orders).
Issue from a sale
1
Open the sale
Go to Sales (Financial module) and open the sale. At the top, click Issue Tax Document. The same step exists inside the Bill sale wizard, under the Issue tax documents option.
2
Tax step: invoice data
Check Competence Date, Default service code (LC 116), Municipality IBGE code, ISS Withheld at Source and Service Description. If left blank, the description uses the sale’s description.
3
Choose the company, if there is more than one
With more than one issuing company, Services company (NFS-e) and Products company (NF-e) appear. See Multiple issuing companies.
4
Tax profiles (optional)
In the collapsed Tax profiles section, choose the Tax profile — services and the Tax profile — products. If left blank, each company’s default profile applies.
5
Review the items
In Sale items, the Document column defines whether the item goes on an NF-e (product) or an NFS-e (service). For services, adjust the item’s LC 116 code.
6
Split invoices, if needed
Turn on Split into more documents to build the invoices by hand using the Document column. Without it, Notfy groups them automatically by type, company and service code.
7
Preview step and issuance
In the Preview, see the customer, items, estimated ISS and withholdings. Nothing is sent before you finish. When you finish, the invoices go on to processing.
After issuing, the sale gains the Tax Documents tab, with number, amount, status, error reason, PDF and XML. The Sync Invoices button updates the status of invoices being processed.
Issue a standalone invoice
1
Open Tax > Tax Documents
In the Management > Tax & Fiscal menu, open Tax Documents and click Issue Tax Document.
2
Type & Parties
Choose the Tax Document Type (NFS-e, NF-e or NFC-e), the Fiscal Integration, the Customer / Service Taker and, optionally, the Linked Sale.
3
Content
Enter the Competence Date. For NFS-e, fill in Total Amount (R$) and Service Description. For NF-e and NFC-e, add Invoice Items and choose the Payment Method.
4
Fiscal Configuration
For NFS-e: Service Code (LC 116), IBGE Municipality Code, NBS Code and ISS Withheld at Source. For NF-e and NFC-e: Nature of Operation, Default CFOP and the tax statuses for ICMS, PIS and COFINS.
5
Finish
When you finish, Notfy sends the invoice to the tax issuer and shows “Tax invoice sent for processing!”. Follow the result in the list.
Fields of each item (NF-e and NFC-e)
Available payment methods: Cash, Check, Credit Card, Debit Card, Store Credit, Food Voucher, Meal Voucher, Bank Slip (boleto), PIX, TED, Bank Transfer, No payment and Other.
Frequently asked questions
The invoice stayed as Processing. Now what?
The invoice stayed as Processing. Now what?
The tax issuer is still waiting for the city hall or SEFAZ. Use Update in the list or Sync Invoices in the sale. Notfy also checks the status periodically. See Tax documents.
I got an error. Can I resend?
I got an error. Can I resend?
Yes. Fix the problem described and use Reprocess on the invoice.
Can I issue an NFC-e from the sale?
Can I issue an NFC-e from the sale?
The sale wizard offers NF-e and NFS-e. The NFC-e is issued through standalone creation.
Can an issued invoice be edited?
Can an issued invoice be edited?
No. Once issued, the content and configuration fields are locked. For an NF-e use the correction letter; in other cases, cancel and issue again.
Tax documents
Track, cancel and reprocess.
Financial
Sales and charges.