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.

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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).

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Before you start

• Active issuing company with no pending items in the readiness check.
• 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 module in the plan. An order becomes a sale through the Create Sale button (see Orders).

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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.

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.

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.

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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.

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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).

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.

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.

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Frequently asked questions

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.

I got an error. Can I resend?

Yes. Fix the problem described and use Reprocess on the invoice.

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.

Can an issued invoice be edited?

No. Once issued, the content and configuration fields are locked. For an NF-e use the correction letter; in other cases, cancel and issue again.

Tax documents

Track, cancel and reprocess.

Financial

Sales and charges.