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.

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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.

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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.

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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.

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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.
Correction letter	Authorized NF-e. See CC-e.
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.

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”.

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List header actions

In the Actions button above the list:

• Issue inbound NF-e: see Inbound NF-e.
• Purchases (received NF-e): see Received invoices.
• Void numbering: see Void numbering.

The Issue Tax Document button opens standalone issuance (Issue invoices).

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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.

For authorized invoices, Notfy archives the XML and PDF in the background, so you do not depend only on the issuer’s link.

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Frequently asked questions

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.

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).

Can I delete an invoice?

There is no deletion. Authorized invoices are canceled; errors are fixed and reprocessed.

Correction letter

Fix an NF-e without canceling.

Tax report

Issued invoices for the accountant.