Invoice documents

Manual — NF-e and material receiving · chapter 6 of 11

The Documents tab keeps the receiving papers, in three columns: NF-e Photos (the DANFE), Order Photos (the purchase order or the supply order) and Quality Certificates (test reports, test, calibration or conformity certificates). All three go into the inspection PDF, each in its own section.

Figure 9. The Documents tab of invoice 4128, Receiving: the DANFE attached and the Add of each column.

1. 1NF-e Photos, Order Photos and Quality Certificates — the number beside the name counts the column’s documents (it shows only when there is at least one).
2. 2A document: click to enlarge the image or open the PDF (the PDF shows its first page as a thumbnail).
3. 3Add — one file at a time, image or PDF.

Attaching and removing

• Add, at the foot of each column, opens the file picker: an image (JPEG, PNG, WEBP, GIF) or a PDF. Document added appears.
• To remove a wrong document, hover over it and click the X: the question is Delete this document?, and then Document removed.
• A column with nothing shows Empty. The tab counts the documents, and the invoice list shows the same number in the Docs column.
• From the app, the documents can be scanned: the scanner straightens the sheet and crops the edges, and each page becomes an image on this tab (chapter 10).

Action	Right	Until
Add	Edit	Awaiting Engineering
remove (X)	Trash	Awaiting Engineering
view and open	Read	always

System rule

When engineering approves, the invoice goes to the client with the documents closed: in Awaiting Client and after, nothing is attached or removed — the server answers Invoice (NF-e) already sent to the client — documents are locked., also for photos and documents coming from the app. If a document is missing, the invoice must go through Return for adjustment (chapter 7).