Billing and NFS-e
Each contract has its own billing rule. The system builds the invoice from the work order items, such as samples and parameters, with the prices from the proposal or contract. The due date follows the payment terms set in the proposal and contract.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Invoice with the work order items.
Samples and parameters analyzed become invoice lines, with the price from the proposal or contract. The team reviews the lines before billing.
Billing on proposal acceptance.
When the contract is set to bill on acceptance, the invoice is available for settlement as soon as the proposal is accepted and the work order is created. In other cases, items are released for billing according to the laboratory's setup, for example at technical inspection or when the work order is completed.
Contracts in installments.
Installment contracts are billed per installment, and the period's work orders show as detail on the installment invoice.
Measurement statement.
The statement comes out simple or with analytical parameters, as PDF or spreadsheet, one at a time or in bulk, with email delivery.
More than one tax ID.
Labs with more than one company choose which registered CNPJ (Brazilian tax ID) each invoice is billed from.
Due date from the payment terms.
The due date is calculated from the registered terms: after approval, after billing, after sampling or on a fixed day of the month.
NFS-e from the invoice.
NFS-e service invoices issued under Brazil's national standard, depending on the municipality joining it, an A1 digital certificate and the company's tax setup.
Tax documents: what goes out and what comes in
Tax document issuance depends on the document type, the location and the available integrations. Confirm coverage for your operation in the demo and in the proposal.
NFS-e for services.
Generated from the invoice under the national standard, depending on the municipality joining it, the A1 certificate and the company's tax setup.
NF-e for products.
Not part of the current version. Labs that also sell products should assess their case with our team.
Suppliers' NF-e XML files.
Imported into accounts payable to create the bill from the invoice received.
Frequently asked questions
Can I have different billing rules per client?
Yes. The rule sits in the proposal and the contract: billing per work order, per contract installment or with a measurement statement. Our team reviews the setup during onboarding.
Does the system generate tax invoices?
It generates the NFS-e, the service invoice. NFS-e service invoices issued under Brazil's national standard, depending on the municipality joining it, an A1 digital certificate and the company's tax setup. The NF-e for products is not part of the current version.
I have more than one tax ID. Can I choose which one bills?
Yes. The invoice can be billed from any of the CNPJs registered in the system.
Do I have to calculate the due date by hand?
No. The due date comes from the registered payment terms: after approval, after billing, after sampling or on a fixed day of the month.
See finance with your laboratory's routine
In the demo, we show a completed work order reaching billing, accounts receivable and the management view. We also check which tax routines and integrations apply to your case.