> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Issue invoices

> Issue NFS-e and NF-e from a sale, or create a standalone invoice (NFS-e, NF-e or NFC-e) using the wizard. See the steps, fields and warnings.

There are two ways to issue: from a **sale** (the most common) or as a **standalone invoice** in the tax documents list.

## 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](https://docs.notfy.ai/en/fiscal/prontidao.md).
* 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](https://docs.notfy.ai/en/financeiro.md) module in the plan. An order becomes a sale through the **Create Sale** button (see [Orders](https://docs.notfy.ai/en/operacao/ordens.md)).

## 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](https://docs.notfy.ai/en/fiscal/multiplas-empresas.md).

**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.

If there is a registration issue, issuance is blocked with the message **Incomplete tax registration** and a list of what to fix. If one of the invoices fails, Notfy shows "Invoice not issued" with the reason and continues with the others.

> [!NOTE]
>
> 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)

| Field | Note |
| :- | :- |
| **Product** | Pick from the catalog and fills in description, NCM, unit, amount and code. |
| **Description** | Up to 120 characters. |
| **Code**, **NCM**, **CFOP**, **Unit**, **Qty**, **Unit Price (R\$)** | The NCM (product classification code) has 8 digits and the magnifier lets you search by name (see [Lookups](https://docs.notfy.ai/en/fiscal/consultas.md)). |

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.

> [!WARNING]
>
> In standalone issuance, the wizard does not perform the sale's automatic profile and readiness analysis. Review the tax codes with your accountant. Prefer issuing from the sale whenever possible.

## Frequently asked questions

> [accordion] 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](https://docs.notfy.ai/en/fiscal/notas-fiscais.md).

> [accordion] I got an error. Can I resend?
>
> Yes. Fix the problem described and use **Reprocess** on the invoice.

> [accordion] 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.

> [accordion] Can an issued invoice be edited?
>
> No. Once issued, the content and configuration fields are locked. For an NF-e use the [correction letter](https://docs.notfy.ai/en/fiscal/carta-de-correcao.md); in other cases, cancel and issue again.

> [card] [Tax documents](https://docs.notfy.ai/en/fiscal/notas-fiscais.md)
>
> Track, cancel and reprocess.

> [card] [Financial](https://docs.notfy.ai/en/financeiro.md)
>
> Sales and charges.


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