NFS-e (Electronic Invoices)
SalesOS Pay provides integrated NFS-e (Nota Fiscal de Servico Eletronica) generation for Brazilian companies. This feature connects with the Omie ERP system to issue, track, and manage electronic service invoices directly from SalesOS.What is NFS-e?
NFS-e is the Brazilian electronic invoice for services, required by municipal tax authorities. When your company provides services to clients, you must issue an NFS-e for each transaction. SalesOS automates this process through integration with Omie ERP.How It Works
Client registration
When a new client needs an invoice, SalesOS registers them in Omie ERP with their CNPJ/CPF, address, and contact details.
Invoice issuance
When a deal is closed or a billing event occurs, SalesOS generates the NFS-e through Omie, including the service description, value, and applicable tax rates.
Processing
Omie submits the NFS-e to the municipal tax authority (Prefeitura) for authorization. This typically takes a few seconds to a few minutes.
Managing Invoices
Go to Admin > Billing > NFS-e to access the invoice management panel.Invoice List
The list shows all issued NFS-e documents with:| Column | Description |
|---|---|
| Number | NFS-e number assigned by the Prefeitura |
| Date | Issue date |
| Client | Client name and CNPJ/CPF |
| Service | Service description |
| Value | Invoice amount |
| Status | Issued, Processing, Cancelled, Error |
| Actions | View, download PDF, cancel |
Invoice Statuses
Processing
Processing
The NFS-e has been submitted to the tax authority and is awaiting authorization. This usually completes within minutes.
Issued
Issued
The NFS-e was authorized by the tax authority. The official NFS-e number and verification code are available.
Cancelled
Cancelled
The NFS-e was cancelled. Cancellation is only possible within the timeframe allowed by the municipal tax authority (varies by city).
Error
Error
An error occurred during submission. Check the error details and retry, or contact support if the issue persists.
Issuing an NFS-e
Automatic Issuance
When configured, SalesOS can automatically issue NFS-e invoices when:- A deal is marked as Closed Won
- A recurring billing cycle triggers
- A manual billing event is created
Manual Issuance
To issue an NFS-e manually:- Go to Admin > Billing > NFS-e
- Click Issue NFS-e
- Select the client (or register a new one)
- Enter the service description and value
- Review the tax information
- Click Issue
Cancelling an NFS-e
To cancel an issued NFS-e:- Find the invoice in the list
- Click Cancel
- Enter the cancellation reason
- Confirm
Tax Rates
SalesOS Pay uses the tax rates configured in your Omie ERP account. The applicable rates depend on:- Your company’s municipal registration
- The type of service provided (CNAE code)
- ISS rate defined by the municipality
- Federal taxes (PIS, COFINS, IR, CSLL) based on your tax regime
Tax configuration is managed in Omie ERP. Consult your accountant to ensure tax rates are correctly configured before issuing invoices through SalesOS.
Service Codes
When issuing an NFS-e, you need to select the correct service code. SalesOS retrieves available service codes from Omie. Common codes include:- Software as a Service (SaaS)
- Consulting services
- Training and education
- Technical support
Setup Requirements
To use NFS-e in SalesOS, you need:- An active Omie ERP account with NFS-e module enabled
- Your company registered with the municipal tax authority
- A valid digital certificate (if required by your municipality)
- Omie API credentials configured in SalesOS