> ## 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.

# Tax documents

> Track invoice status, download PDF and XML, update, reprocess and cancel. Understand Processing, Authorized, Canceled and Error.

The **Tax Documents** screen (**Management > Tax & Fiscal** menu) lists all the company's invoices. The number of invoices being processed appears as a badge in the menu.

## When to use

To look up an invoice, download a PDF or XML, handle invoices with errors, cancel an authorized invoice or start other tax operations.

## List columns

| Column | What it shows |
| :- | :- |
| **Type** | NFS-E, NFE or NFCE. |
| **Operation** | **Outflow** or **Receipt**. |
| **No.** | Invoice number (empty until authorization). |
| **Customer / supplier** | Who received or issued the invoice. |
| **Sale** | Number of the linked sale. |
| **Amount** | Invoice total. |
| **Status** | Current situation. |
| **Accrual Date** | Competence date. |
| **Issued on** | Hidden by default; enable it in the columns. |

Filters: **Type**, **Status** and **Customer**. Search finds by number and by customer or supplier name.

## Status

| Status | Meaning | What to do |
| :- | :- | :- |
| **Processing** | Sent, awaiting a response. | Wait or use **Update**. |
| **Authorized** | Accepted by the city hall or SEFAZ. | PDF, email, correction letter or cancellation. |
| **Canceled** | Canceled after authorization. | No further action. |
| **Error** | Rejected. See the **SEFAZ Response** tab, **Error Message** field. | Fix and use **Reprocess**. |

## Actions per invoice

In the **Actions** button of each row:

| Action | When it appears |
| :- | :- |
| **Edit** | Always; opens the invoice. After issuance, the content is locked. |
| **Update** | Invoice being processed. |
| **View PDF** | Authorized invoice with PDF available. |
| **Send by email** | Authorized invoice. See [Send invoice by email](https://docs.notfy.ai/en/fiscal/enviar-por-email.md). |
| **Correction letter** | Authorized NF-e. See [CC-e](https://docs.notfy.ai/en/fiscal/carta-de-correcao.md). |
| **Cancel** | Authorized invoice. Requires a **Reason** of at least 15 characters. |

On the invoice screen, the tabs are **Type & Parties**, **Content**, **Fiscal Configuration** and **SEFAZ Response** (number, status, verification code, external ID, PDF and XML URLs and error message). At the top there are **Update Status**, **View PDF**, **Cancel NFS-e** and, for invoices with errors, **Reprocess**.

> [!WARNING]
>
> Cancellation is irreversible and the deadline rules belong to the city hall or SEFAZ. Outside the deadline, the issuer may refuse the cancellation: the message appears in "Error canceling".

## List header actions

In the **Actions** button above the list:

* **Issue inbound NF-e**: see [Inbound NF-e](https://docs.notfy.ai/en/fiscal/nota-de-entrada.md).
* **Purchases (received NF-e)**: see [Received invoices](https://docs.notfy.ai/en/fiscal/notas-recebidas.md).
* **Void numbering**: see [Void numbering](https://docs.notfy.ai/en/fiscal/inutilizacao.md).

The **Issue Tax Document** button opens standalone issuance ([Issue invoices](https://docs.notfy.ai/en/fiscal/emitir-notas.md)).

## Automatic status updates

In the tax integration, the **Automatic status notices** section has the **Enable automatic notices** button. It registers the NFS-e, NF-e and NFC-e triggers with the tax issuer so Notfy is notified as soon as the invoice is authorized or rejected. It can be repeated without duplicating. Even without enabling it, Notfy periodically checks invoices being processed.

> [!NOTE]
>
> For authorized invoices, Notfy archives the XML and PDF in the background, so you do not depend only on the issuer's link.

## Frequently asked questions

> [accordion] Where do I see the rejection reason?
>
> Open the invoice and go to the **SEFAZ Response** tab, **Error Message** field. On the sale, the **Tax Documents** tab has the **Error reason** column.

> [accordion] Does reprocessing generate a new invoice?
>
> It resends the same invoice with the same data to the issuer. Use it after fixing the cause of the error (for example, the customer's registration or the profile).

> [accordion] Can I delete an invoice?
>
> There is no deletion. Authorized invoices are canceled; errors are fixed and reprocessed.

> [card] [Correction letter](https://docs.notfy.ai/en/fiscal/carta-de-correcao.md)
>
> Fix an NF-e without canceling.

> [card] [Tax report](https://docs.notfy.ai/en/fiscal/relatorio-fiscal.md)
>
> Issued invoices for the accountant.


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