> ## 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.

# Sales and charges

> Record a sale with items and payment method, generate bank slips, PIX or installments on the gateway and issue one-off charges to a customer.

The **sale** (also called an invoice) gathers the customer, the items and the payment method. From it you generate one or several charges on the gateway.

## When to use

* Charge for a service or product, in full or in installments.
* Split a sale's charge between different accounts or companies.
* Issue a quick charge, without items, to a customer.

## Before you start

* Have an active [Notfy Financial integration](https://docs.notfy.ai/en/financeiro/conectar-gateway.md).
* The customer must be registered.

## Record a sale

**1. Open Sales**

Go to **Management → Financial → Sales** and click **New Invoice**. You can also create it from the **Financial** tab in the customer's record.

**2. Identification**

Choose the **Customer** and the **Sale Date**. Fill in **Sale Description** and, if you wish, adjust **Bank slip note**: it is the text printed on each bank slip, and it already comes with the sale number. **Internal Notes** do not appear to the customer.

**3. Items**

Click **Add Item**. On each row you can choose a product in **From Catalog (optional)** and enter **Description**, **Qty** and **Unit Price**. The **Subtotal** is calculated. If the **Link (vehicle, asset…)** field is present, it links the item to what is being sold.

**4. Payment**

Choose the **Payment Type** (it fills in the fields below), the **Payment Method** (Cash / Upfront or Installments), the **Modality** and the **Due Date**. For installment sales, enter **No. of Installments**, **Fixed Amount per Installment (R\$)** (optional) and **Interval Between Installments**.

**5. Generate the charges**

Turn on **Generate charges automatically on save** to issue on the gateway as soon as you finish, or generate later from the sale.

> [!NOTE]
>
> When saved, the sale is born as **Draft**. Once active charges exist, the sale's customer can no longer be changed.

## Generate charges for a saved sale

Open the sale and use the **Actions → Generate Charges** menu. The wizard has these steps:

| Step | What to do |
| :- | :- |
| **Charge** | Choose the **Financial account**. If there is more than one account, choose **How to charge**: one charge for the whole sale, split manually by amount or split by issuing company or by products and services. |
| **Payment** | Define **Charge Method**, **Payment Method**, **First due date** and, if in installments, **Number of Installments** and **Interval Between Installments**. |
| **Preview** | Check the summary and confirm. |

Charge methods: **Bank Slip**, **PIX**, **Credit Card**, **Bank Slip + PIX** and **Undefined** (the customer chooses on the gateway).

> [!WARNING]
>
> When splitting manually, the sum of the parts must match the sale total exactly. When splitting by issuing company, confirm with your accountant: each company receives the amount of the invoices it issued.

If the sale is in cash, the menu shows **Record cash payment**, which marks the sale as paid without issuing a charge.

### Bill sale

When the tax module is also active, the **Bill sale** button brings together invoice issuance and charge generation in a single wizard. See the [Tax](https://docs.notfy.ai/en/fiscal.md) module.

## One-off charge

To charge without creating a sale: in **Charges**, click **New Charge**, choose **Financial Integration**, **Customer**, **Payment Type**, **Amount (R\$)**, **Due Date** and, if you wish, **Description**. The minimum amount is R\$ 0.01.

In the customer's record, the **Financial** tab also has **Issue Charge** on each invoice.

## Sale status

| Status | Meaning |
| :- | :- |
| **Draft** | No charges issued yet. |
| **Pending** | Charges issued and awaiting payment. |
| **Partially Paid** | Part of the charges was paid. |
| **Paid** | All charges were paid. |
| **Overdue** | There is an overdue charge. |
| **Canceled** | Sale canceled. |

## Cancel a sale

In **Actions → Cancel Invoice**. Open bank slips are canceled on the gateway and the sale becomes **Canceled**. Nothing is deleted.

## Frequently asked questions

> [accordion] An error occurs when generating charges. What should I check?
>
> Check that there is an active integration, that the credentials are correct and that the environment (sandbox or production) is the desired one. The gateway's error message appears in the notification. The sale remains saved and you can try again.

> [accordion] Is there a minimum amount per charge?
>
> The gateway may have its own rules. In renegotiation, each new charge must be at least R\$ 5.00.

## Related pages

> [card] [Track charges](https://docs.notfy.ai/en/financeiro/acompanhar-cobrancas.md)
>
> See status, bank slip and update payments.

> [card] [Payment types](https://docs.notfy.ai/en/financeiro/tipos-de-pagamento.md)
>
> Templates to fill in the sale.


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