> ## 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.

# 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.

> [!NOTE]
>
> 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.

> [!NOTE]
>
> 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](https://docs.notfy.ai/en/financeiro/conectar-gateway.md).

**2. Create payment types**

Register templates such as "Bank slip 30 days" or "PIX upfront". See [Payment types](https://docs.notfy.ai/en/financeiro/tipos-de-pagamento.md).

**3. Record a sale and generate the charges**

See [Sales and charges](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md).

**4. Track payments**

See [Track charges](https://docs.notfy.ai/en/financeiro/acompanhar-cobrancas.md).

## Frequently asked questions

> [accordion] 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.

> [accordion] 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

> [card] [Connect a gateway](https://docs.notfy.ai/en/financeiro/conectar-gateway.md)
>
> Asaas or Ailos, testing and production environments.

> [card] [Sales and charges](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md)
>
> From recording the sale to the bank slip or PIX.

> [card] [Financial reports](https://docs.notfy.ai/en/financeiro/relatorios-financeiros.md)
>
> Financial and accounting in the Report Center.

> [card] [Contracts and signatures](https://docs.notfy.ai/en/contratos.md)
>
> Contracts with digital signature and payment plans.


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