Financial module

Overview of the Financial module: sales, charges by bank slip, PIX and card, expenses, payment types, renegotiation and reports.

The Financial module records what you sell, issues charges to the customer through a payment gateway and shows what has been paid, what is pending and what is overdue.

Available when the company’s plan includes the financial module. Without it, the Financial item does not appear in the menu.

​

When to use

• Charge customers by bank slip, PIX, card or bank slip with PIX, without leaving Notfy.
• Split a sale into installments and track each installment.
• Renegotiate overdue charges with calculated late fee and interest.
• Control expenses payable, including recurring ones.
• Deliver financial and accounting reports to your accountant.

This module deals with the charges that your company makes to its customers. It has no relation to what your company pays to Notfy.

​

How the module is organized

Go to Management → Financial. At the top of the screen there are four tabs.

Tab	What it is for
Sales	Record the sale (customer, items and payment method) and generate the charges.
Expenses	Enter bills payable and mark them as paid.
Charges	See all issued charges, update status, cancel or renegotiate.
Payment Types	Create payment condition templates (term, installments, late fee and interest).

In each customer’s record there is also the Financial tab, with that customer’s invoices.

​

Where to start

1. Connect a gateway

   Create a Notfy Financial integration with Asaas or Ailos. See Connect a payment gateway.

2. Create payment types

   Register templates such as “Bank slip 30 days” or “PIX upfront”. See Payment types.

3. Record a sale and generate the charges

   See Sales and charges.

4. Track payments

   See Track charges.

​

Frequently asked questions

I don't see the Financial item in the menu. What should I do?

The module depends on the company’s plan. Contact support to confirm whether the financial module is subscribed. If it is, also check whether your access profile has permission for the module.

Does the money go through Notfy?

No. Notfy sends the charge request to the gateway you connected (Asaas or Ailos). The payment is made by the customer directly on that gateway.

​

Related pages

Connect a gateway

Asaas or Ailos, testing and production environments.

Sales and charges

From recording the sale to the bank slip or PIX.

Financial reports

Financial and accounting in the Report Center.

Contracts and signatures

Contracts with digital signature and payment plans.