Issue an electronic invoice for a client's product return

If a client who is returning a product to your company does not issue invoices, you need to issue this document. 

To issue an electronic invoice for a product return, follow these steps.

  1. Do one of the following:
    • Add a customer return.
    • Open an existing client's product return for which you want to issue an invoice.
  2. In the NF Issued by field, select My Company.
  3. Enter the required information.
  4. Click Save. 
  5. Click the Issue Invoice button at the bottom of the screen.

    Note: If this button is not displayed, OnBalance is not yet configured to issue product invoices. See How to define which invoices I will issue through OnBalance for more information.

  6. OnBalance will open a window showing the next available invoice number, which you can change if necessary.
  7. Click Save.

After you request an invoice to be issued, OnBalance will send the request to SEFAZ and wait for up to five seconds for a reply.

If SEFAZ does not reply within five seconds, OnBalance will notify you that it will try again later to get a reply. You can continue to use OnBalance while you wait. The process to get a reply from SEFAZ will continue to run even if you close OnBalance or shut down your computer.

The possible responses from SEFAZ are the same as when you issue a sale invoice.

If OnBalance does not get a successful response from SEFAZ, you will see a notification the next time you open OnBalance or access the OnBalance home page.

Notes

  • After you request to issue an invoice, many fields in OnBalance will be disabled, except for fields related to installments and payments. To re-enable the fields, cancel the invoice.
  • The invoice will be exported for your accountant only after receiving the SEFAZ confirmation of acceptance with the invoice key.