Issue electronic invoices for products

When you work with electronic invoices for products (NF-e), issuing an invoice is a complex process that provides automatic communication between OnBalance and the SEFAZ application. You do not actually issue an invoice but request SEFAZ to issue it for you.

To proceed with this request, follow these steps.

  1. Do one of the following.
    • Add a sale.
    • Open an existing sale for which you want to issue an electronic invoice.
  2. 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 to know how to proceed.

  3. OnBalance will open a window suggesting the next invoice number, which you can change if necessary.
  4. Click Save.

After you request an invoice issuance, 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, allowing you to keep using the solution.

The process to get a reply from SEFAZ will continue to run even if you close OnBalance or shut down your computer.

There are four possible responses from SEFAZ regarding a product invoice issuance request.

Success The process finished successfully, and the invoice is officially issued. In this situation, the invoice status will be set to OK.
Error SEFAZ did not accept the request to issue the invoice. In this situation, the invoice status will be set to Error. To know how to proceed in this situation, see Identify and resolve invoice problems.
Try again OnBalance had a connection problem with SEFAZ and is asking you to try one more time before issuing a contingency invoice. While in this situation, the invoice status will be To Issue.
Contingency issuance OnBalance is in Contingency mode, which happens when you have tried unsuccessfully to issue an invoice two times due to connection problems between OnBalance and SEFAZ. See Contingency invoice for more information.

If OnBalance does not get a successful response from SEFAZ, a notification will be generated for you to view the next time you open OnBalance or access the OnBalance home page.

As soon as you request an invoice issuance, you can continue to work in OnBalance without waiting for a response from SEFAZ, because you will be notified if your request fails.

Notes

  • To issue electronic invoices in OnBalance, you need to provide some additional information. If any information is missing, OnBalance will not send the request to SEFAZ and will prompt you to enter the missing information.
  • 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.