> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# NFS-e (Electronic Invoices)

> Issue and manage Brazilian NFS-e electronic invoices through SalesOS Pay.

# 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.

## 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.

## How It Works

<Steps>
  <Step title="Client registration">
    When a new client needs an invoice, SalesOS registers them with their CNPJ/CPF, address and contact details.
  </Step>

  <Step title="Invoice issuance">
    When a deal is closed or a billing event occurs, SalesOS generates the NFS-e — service description, value and applicable tax rates.
  </Step>

  <Step title="Processing">
    The NFS-e is submitted to the municipal tax authority (Prefeitura) for authorization. This typically takes a few seconds to a few minutes.
  </Step>

  <Step title="Confirmation">
    Once authorized, the NFS-e number and verification code are stored in SalesOS. The invoice PDF is available for download.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="Processing">
    The NFS-e has been submitted to the tax authority and is awaiting authorization. This usually completes within minutes.
  </Accordion>

  <Accordion title="Issued">
    The NFS-e was authorized by the tax authority. The official NFS-e number and verification code are available.
  </Accordion>

  <Accordion title="Cancelled">
    The NFS-e was cancelled. Cancellation is only possible within the timeframe allowed by the municipal tax authority (varies by city).
  </Accordion>

  <Accordion title="Error">
    An error occurred during submission. Check the error details and retry, or contact support if the issue persists.
  </Accordion>
</AccordionGroup>

## 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 charge created via the [Payments API](/api/integrations/payments) is paid with `tax_document.auto_issue: true`

### 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**

## 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

<Warning>
  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.
</Warning>

## 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

<Note>
  Tax configuration is set up during initial onboarding. Consult your accountant to ensure tax rates are correctly configured before issuing invoices through SalesOS.
</Note>

## 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**.

## 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.

## Next Steps

<CardGroup cols={2}>
  <Card title="Payments API" icon="plug" href="/api/integrations/payments">
    Issue charges and attach NFS-e via the API
  </Card>

  <Card title="Plans" icon="credit-card" href="/admin/billing/plans">
    See which plans include NFS-e
  </Card>
</CardGroup>