The NFS-e module issues the company's Brazilian electronic service invoice without leaving Finances. You pick the client, describe the service, the invoice goes to the city hall and you follow it until it is authorized. Then you download the DANFSE and the XML, send it to the client and, if needed, replace or cancel it.
The invoice is a final tax document, and the city hall is who validates the data. When it rejects something, Finances shows its message as it came. If you are unsure about a tax field, check with your accountant before issuing.
Marina is going to issue the invoice for the first stage of the Café Serra Azul project: R$ 3,000 in design services, already billed through the receipt.
Who can issue and how many invoices
- NFS-e is included in the Enterprise plan at no extra cost, and it is not available during the trial: an issued invoice is a real document at the city hall.
- The plan includes 20 invoices per subscription cycle in each company. The screen shows how many were used and when the quota renews. An invoice rejected by the city hall at issuance does not count; a replacement invoice does, because it is a new issuance.
- The module only appears for companies registered as Brazilian.
- Turning it on and configuring it is for the Owner and Admin. Issuing, sending, replacing, cancelling, building fiscal groups and automations is available from Member up. A Viewer follows the invoices and downloads the files.
Turn on issuance
First, complete Settings › Company Data: CNPJ, legal name, municipal registration, tax regime, email, phone and the full address. While something is missing, the NFS-e screen lists it and takes you there.
Then, in Settings › NFS-e:
- Issuance mode — ABRASF (city hall standard), National, via the city hall or National, via the National Environment. It sets how invoices are issued and which fields the form asks for. If you do not know which one your city hall accepts, ask your accountant.
- Digital certificate (A1) — the .pfx or .p12 file, up to 200 KB, and its password. The certificate is passed on to the tax service and is not stored in Finances. If the company already has a valid certificate there, you can leave it blank.
- Company logo — optional, a PNG up to 200x200 pixels. It shows on the DANFSE when the city hall allows it.
Click Activate issuance. The Issuer status shows whether the company Can issue or Has pending items, such as an expired certificate or incomplete address. It also shows the mode, the DPS numbering and the environment. Fixed a pending item? Use Refresh status. Later changes to Company Data flow to the issuer on their own.
Issue an invoice
In Tax › NFS-e, click Issue NFS-e. The form is split into sections, and which ones appear depends on the mode:
- Issuance data — competence, ISS liability or taxation and special regime.
- Service recipient — chosen from Clients and suppliers. Document and address come from the record; if something the city hall requires is missing, the form tells you what. For a foreign recipient, country and foreign ID are used.
- Service identification — description, the service list item with search, the company's CNAE and, when the city requires it, the municipal tax code. In the national standard, also the national tax code and the NBS.
- Amounts and ISS taxation — amount, deductions, discounts, rate and withheld ISS. The ISS amount is calculated automatically.
- Tax reform — required data — national standard only. What can be inferred from the service comes pre-filled.
- Federal withholdings and, when applicable, Construction, Real estate operation, Event, Intermediary, Place of service and Additional information.
The Invoice summary shows the tax base, ISS, withholdings and net amount. Review it and issue. Marina picks Café Serra Azul, the design service item and the city's rate. At 2%, the R$ 60 ISS shows up calculated.
Follow your invoices
The list shows number, recipient, amount, status, mode and date, with search and a status filter. The status changes as the city hall responds:
- Processing — the invoice is with the city hall.
- Authorized — the invoice is valid. From here you download, send, replace or cancel.
- Issuance error — the city hall rejected it. Open the invoice, read the response, fix it and issue again. That attempt does not use quota.
- Cancelling, Cancelled, Cancellation error and Replaced — the outcomes of cancellation and replacement.
After it is authorized
- Download DANFSE, the invoice PDF, and Download XML.
- Send by email — up to 10 addresses, separated by commas. For manual issuance, Finances does not send this email on its own.
- Reissue — opens the form filled in with the invoice's data, to issue another one like it.
- Replace — issues a new invoice in place of the original. In the national standard, the city hall requires the Reason for the replacement. The original only becomes Replaced when the city hall confirms; if the city does not apply it, the detail warns that both remain valid.
- Cancel — asks for a 15 to 255 character justification, sent to the city hall. If it refuses, the invoice stays authorized.
Invoices issued before the current integration show as history, without cancellation, replacement or reissue through Finances.
Fiscal groups
In Tax › Fiscal Groups, New group saves the tax fields that repeat, such as service list item, codes, ISS rate and tax reform data, under a name like "Design — brand identity". When issuing, pick the group and the fields fill in. Amount, recipient, description and place stay on the invoice. Editing or deleting a group does not change invoices already issued.
Automations: recurring invoices
For the client who gets the same invoice every month, use Tax › Automations › New automation:
- Customer (recipient) and Base invoice (NFS-e to clone) — an invoice already issued to them, copied exactly at each issuance. That is why only clients who already have an invoice appear.
- Issuing schedule — Monthly, Quarterly or Yearly, day of the month, start and end: no end, on a date or after a number of issuances. In a month shorter than the chosen day, the invoice goes out on the last day.
- Automatic delivery — by email and WhatsApp to the client, after authorization, if the contact is in their record. Notify managers on each issue sends an email for every invoice.
If the cycle's quota runs out, that run is skipped and the schedule continues. After two consecutive failures, or if the client is deleted or the issuer becomes inactive, the automation is Paused and managers get an email. The Execution history shows each attempt and the invoice produced. You can pause, resume, deactivate and reactivate.
Where this shows up in the rest of the system
- Clients and suppliers — where the recipient comes from.
- Company Data — where the provider's details come from.
- Invoices and Revenue — the NFS-e does not record revenue or settle a receipt. Payment is still recorded on the receipt or on the revenue entry.
- Wisebot — answers how many invoices you issued in the cycle, how much quota is left and which automations are active.
- AI integration (MCP) — Claude or ChatGPT can issue and cancel invoices and pause automations, always with a preview before sending to the city hall.
Where to go next
- Clients and suppliers — complete the recipient's record before the first invoice.
- Invoices and billing — bill the client and record the payment.
- Taxes — track ISS and the other taxes due.
In short: complete the company data, pick the mode and send the certificate, issue the invoice with a recipient from your records and follow it until it is authorized. For repeated services, use fiscal groups; for monthly contracts, an automation. Enterprise includes 20 invoices per cycle.