Getting started
From an empty organisation to the first authorized invoice, in the order the product asks for things.
- 1 Register the issuer in Issuer: CNPJ, corporate name, municipal registration, tax regime and address. The city code (IBGE) of the address picks the route, as described in Issuer and municipalities.
- 2 Upload the A1 certificate of the issuer. The password is used during the upload and never stored in readable form.
- 3 Register your services (LC 116 item, 6-digit national tax code, and the municipal code where the city requires it, such as Rio de Janeiro) and your clients.
- 4 With the issuer in restricted production, issue one invoice and check it on the government portal and on the DANFSe.
- 5 Switch the issuer to production. Issue one real invoice before any batch.
Who can do what
| Role | Can |
|---|---|
| accountant | Read everything and download XML and DANFSe. Does not issue or cancel. |
| member | Issue invoices, delete drafts, upload and confirm batches, register clients. |
| admin | Everything above, plus issuer, certificate, services, recurrences, cancellation, and inviting and managing members. |
| owner | Everything an administrator can, plus making someone else an owner. An organisation always keeps at least one owner. |