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NFS-e (Electronic Invoices)

SalesOS Pay issues NFS-e (Nota Fiscal de Serviço Eletrônica) for Brazilian companies directly from the platform, with no separate ERP login required.

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What is NFS-e?

NFS-e is the Brazilian electronic invoice for services, mandated by municipal tax authorities. When your company provides services to clients, you must issue an NFS-e for each transaction. SalesOS automates this end to end.

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How It Works

1

Client registration

When a new client needs an invoice, SalesOS registers them with their CNPJ/CPF, address and contact details.
2

Invoice issuance

When a deal is closed or a billing event occurs, SalesOS generates the NFS-e — service description, value and applicable tax rates.
3

Processing

The NFS-e is submitted to the municipal tax authority (Prefeitura) for authorization. This typically takes a few seconds to a few minutes.
4

Confirmation

Once authorized, the NFS-e number and verification code are stored in SalesOS. The invoice PDF is available for download.

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Managing Invoices

Go to Admin > Billing > NFS-e to access the invoice management panel.

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Invoice List

The list shows all issued NFS-e documents with:
ColumnDescription
NumberNFS-e number assigned by the Prefeitura
DateIssue date
ClientClient name and CNPJ/CPF
ServiceService description
ValueInvoice amount
StatusIssued, Processing, Cancelled, Error
ActionsView, download PDF, cancel

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Invoice Statuses

The NFS-e has been submitted to the tax authority and is awaiting authorization. This usually completes within minutes.
The NFS-e was authorized by the tax authority. The official NFS-e number and verification code are available.
The NFS-e was cancelled. Cancellation is only possible within the timeframe allowed by the municipal tax authority (varies by city).
An error occurred during submission. Check the error details and retry, or contact support if the issue persists.

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Issuing an NFS-e

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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 charge created via the Payments API is paid with tax_document.auto_issue: true

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Manual issuance

To issue an NFS-e manually:
  1. Go to Admin > Billing > NFS-e
  2. Click Issue NFS-e
  3. Select the client (or register a new one)
  4. Enter the service description and value
  5. Review the tax information
  6. Click Issue

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Cancelling an NFS-e

To cancel an issued NFS-e:
  1. Find the invoice in the list
  2. Click Cancel
  3. Enter the cancellation reason
  4. Confirm
NFS-e cancellation is subject to municipal regulations. Most cities allow cancellation within 30 days of issuance, but this varies. Contact your accountant if you need to cancel an older invoice.

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Tax Rates

The applicable tax 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 set up during initial onboarding. Consult your accountant to ensure tax rates are correctly configured before issuing invoices through SalesOS.

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Service Codes

When issuing an NFS-e, you need to select the correct municipal service code. Common codes include:
  • Software as a Service (SaaS)
  • Consulting services
  • Training and education
  • Technical support
Your administrator can configure default service codes in Admin > Billing > NFS-e Settings.

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Setup Requirements

To use NFS-e in SalesOS, you need:
  1. Your company registered with the municipal tax authority
  2. A valid digital certificate (if required by your municipality)
  3. The NFS-e module enabled in your SalesOS plan
Setup is handled during initial SalesOS configuration. Contact support if you need to enable or reconfigure NFS-e issuance for your tenant.

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Next Steps

Payments API

Issue charges and attach NFS-e via the API

Plans

See which plans include NFS-e