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Manage NFEs

Access prerequisites

  • Permission (module): viewNFEs (to view the list) OR manageNFEs (to create/edit)
  • License/Feature: None.
  • Menu container: GENERAL → Accounting group

What it is / when to use

This screen manages the NFE (Electronic Service Invoice) configurations per operation type. Each record defines how an invoice should be issued when a user performs a given type of transaction (token purchase, contribution, service fee, etc.): what municipal service code to use, what description goes on the invoice, and whether issuance is enabled. This is not where the invoice is issued to the customer — it defines the fiscal template that the NFE issuer consults when generating the invoice. Invoices already issued to users can be found in Issued Invoices.

Prerequisites

  • Permission: viewNFEs to view; manageNFEs to create/edit (dual permission — CPM enum on the backend + dynamic module in the DB; both must be registered for the operator's role).
  • License/Feature: None.
  • Dependencies on other screens: the integration with the NFE provider must be configured for issuance to actually occur. This screen only stores the issuance parameters per type.

Step by step

  1. Open the Accounting → Manage NFEs menu.
  2. The table lists the existing configurations, identified by the operation type.
  3. Click the edit icon (pencil) to adjust a configuration, or view (eye) to open it in read-only mode.
  4. In the edit screen, fill in City service code and Invoice description, and use the Enabled toggle to turn issuance on or off for that type.
  5. Save. A bottom-sheet footer asks for confirmation before writing the changes.

Fields

FieldWhat it isRequired?System/backend effect
TypeOperation type to which the configuration applies (displayed in the list)Yes (set at creation)Key that links the configuration to the transaction type; writes type to the NFEConfigurations entity. It is the template identifier.
City service codeMunicipal service code (city service list) used on the invoiceYes (for valid issuance)Writes properties.cityServiceCode. Goes into the service code field of the NFS-e sent to the provider. 20-character limit.
Invoice descriptionDescriptive text of the service that appears on the invoiceYes (for valid issuance)Writes properties.description. Composes the service description on the invoice. 20-character limit.
EnabledTurns automatic issuance on/off for that typeNo (default off)Writes enabled. When off, transactions of that type do not trigger NFE issuance, even if all other fields are filled in.

WARNING

The form only enables the Save button when City service code and Description are filled in. Both have a 20-character limit — long descriptions must be shortened.

Actions and modals

  • New / Create: opens the blank form. Upon confirmation in the bottom-sheet, calls createNFE. If a configuration already exists for that type (unique-key violation), the system shows an "initials already exist" error — choose a different type or edit the existing one.
  • Edit: loads the configuration and saves via saveNFE (PUT). A confirmation bottom-sheet is displayed before saving.
  • View: read-only mode; the Edit button inside the screen leads to edit mode.
  • Cancel: if a creation/edit is in progress, asks for confirmation to discard before returning to the list.

Business rules / caveats

Attention

  • Type is the configuration key. It is not possible to have two configurations for the same type — the backend rejects it as a unique-key violation.
  • The Enabled toggle is the master switch for issuance of that type: turning it off suspends invoice generation without deleting the configuration.
  • Tax compliance: the service code and description must reflect the actual service provided and the company's municipal registration — incorrect fields produce invoices that are invalid before the city government.
  • Financial values: this screen does not handle values; the amounts on the invoice come from the originating transaction.