What it is for
This is where the agency issues service invoices (NFS-e) for its clients. Invoices are issued in your agency’s name, through your own NFE.io account. STChat only asks NFE.io to issue the invoice using your key and does not keep the invoice on your behalf.Who can do it
Only the Owner sets up invoices. Issuing and canceling stay with the Admin.Where to click
In the portal, open Invoices (NFS-e) (/notas). The Configure button takes you to Set up invoices (/notas/configurar).
Step by step: set up
1
Connect the NFE.io account
Under NFE.io account, paste the API key (in NFE.io, under Account, Access keys) and the Company ID at NFE.io. Click Test connection.
2
Enter the service and the tax
Fill in Service code (LC 116), ISS rate (%) (from 0 to 5), the Invoice description and, if it applies, ISS withheld by the client.
3
Choose when to issue
Automatic on payment: the invoice is issued when Stripe confirms the payment of the statement. Manual: you issue it in Invoices, with the Issue invoice button.
4
Copy the notification address
Under NFE.io notification address, copy the address and paste it in the NFE.io dashboard. This way the city’s response comes back to STChat.
5
Save
Click Save and turn on invoices. After that, the button becomes Save.
Step by step: issue and follow up
1
Click Issue invoice
Under Choose the client, select the month’s statements. The statement must be paid.
2
Follow the status
Use the filters All, Issued, Processing, With error, and Cancelled. Each invoice has a PDF and an XML.
3
Fix an invoice with an error
If the city rejects it, fix the document in the organization’s record (Open organization) and click Issue again.
What happens next
The invoice goes from Processing to Issued. If you disconnect NFE.io, new invoices stop being issued, and the ones already issued stay at NFE.io.Common errors
- “This statement cannot generate an invoice yet (it must be paid).”
- “Paste the NFE.io API key.”
- “Enter the company, the service code and an ISS from 0 to 5%.”
- “NFE.io did not accept this key.”
- “We did not find this company in your NFE.io account.”
- “The company exists in NFE.io, but it has no municipal registration (inscrição municipal) for NFS-e.”
- “NFE.io did not respond. Try again shortly.”