Configuring Invoicing

A common requirement among Power Embedded customers is to change the due date of invoices, billing emails, and some registration data for invoicing, such as providing the purchase order.

To simplify this process and allow users to be self-sufficient in managing invoicing data, a screen has been made available where the system administrator can edit all these details.

Para saber mais sobre isso, acesse a tela de Configurações de Faturamento.

On the Invoicing Settings screen, you will be able to register and modify:

• The Power Embedded billing CNPJ or CPF

• Country

• Municipal and State Registration (optional fields)

• Billing Emails (who will receive the monthly payment)

• Due Date and Billing Recurrence

• Additional invoicing information, such as purchase order (if necessary)

After entering or modifying the CNPJ, the system will fill in all your company's data, such as the corporate name, trade name, and address, as shown in the image below:

If the value entered in the CNPJ/CPF field is a CPF number, the Individual option will be automatically activated. If your company is classified under the MEI regime, i.e., opting for Simples Nacional, simply activate these options.

Billing Settings

Types of Billing Recurrence

1. Days after the first day of the payment month: Number of days counted from the 1st day of the month. For example, if you configure 45 days, the billing due date will be 45 days from the 1st day of the billing month. Valid values: Between 1 and 90 days.

2. Specific day of the payment month: This recurrence indicates that the billing will be generated on a specific day of each month. For example, if you configure 15 days, the invoicing will always be generated on the 15th day of the billing month, regardless of the day the invoicing was generated. Valid values: Between 1 and 30 days.

3. Specific day in the month following billing: Similar to the previous option, this recurrence indicates that the billing will be generated on a specific day of the next month. For example, if you configure 15 days, the invoicing will always be generated on the 15th day of the month following the billing performed. Valid values: Between 1 and 30 days.

4. Days from the billing date: Number of days counted from the date the invoice is generated. For example, if you configure 15 days, the due date will be 15 days from the day the billing was performed, which usually occurs within the first 5 business days of the month. Valid values: Between 1 and 90 days.

When you click "SAVE", the system will synchronize the data with Power Embedded's invoicing system.