Invoice the sale with an NF-e

Before you start

The issuing company has a digital certificate and the NF-e series. The customer has state registration and the Taxpayer tax profile, and the product has NCM, tax type and stock balance, so the delivery comes out reserved. The user needs the Brazilian fiscal details (popup) group, which opens the item window when a product is added: the administrator ticks it in the user, on the Access Rights tab, in the Brazilian Tax section. This applies in Brazil with configuration: the tax rule fills in the operation, the line and the CFOP, and calculates ICMS, IPI, PIS and COFINS on the order line.

Step by step

1. Create the quotation and check the tax rule

In the Sales app, click New and choose the customer. Click Add a product and enter the product, the quantity and the price. The tax rule fills in the Sale operation, the Resale line and the CFOP. On the ICMS tab, check the base and the rate. Example: Guatambu Móveis sells 10 swivel office chairs at 500.00 to Canjerana Móveis, an ICMS taxpayer in São Paulo: CFOP 5102, base of 5,000.00 and ICMS of 12%, 600.00. For Timbaúva Móveis, in Porto Alegre (RS), the rule chooses CFOP 6102 and the interstate rate of 12%, also 600.00.

2. Add the IPI of an industrialized product

When the company manufactures what it sells, the product has the Finished Product tax type and an NCM with the IPI rate. The rule picks the Sale line and the CFOP 6101. On the ICMS tab, check the base and the interstate ICMS. On the IPI tab, check the CST, the rate and the value: the IPI is added to the total of the note. Example: Garapeira Indústria de Móveis, in Jundiaí (SP), sells 10 wooden workstations at 750.00 to Bracatinga Móveis, in Curitiba, Paraná: products of 7,500.00, ICMS of 12%, 900.00, IPI CST 50 at 3.25%, 243.75, and a total of 7,743.75.

3. Confirm, validate the delivery and create the invoice

Click Save & Close and Confirm: the quotation becomes a sales order. Open the delivery with the Delivery button and click Validate. Back on the order, from the Orders menu, click Create Invoice and, in the creation window, Create Draft. Check the total, 5,000.00 in the example, and click Confirm. Click Fiscal Details: NF-e no. 101 is ready to transmit to SEFAZ. Check in the XML the access key, the CFOP 5102, the ICMS of 600.00 and the total, and in the DANFE preview the same access key and the total of 5,000.00. To invoice from the delivery instead, click Marked to be invoiced on the completed delivery, then Create Invoice and Create. Example: 2 steel office desks at 1,000.00 to Canjerana Móveis, total of 2,000.00, ICMS of 240.00, NF-e no. 109.

4. Sell in installments with duplicates

In the quotation, in Payment Terms, choose 30/60/90 days. The payment mode brings the NF-e payment method. After the invoice is confirmed, click Fiscal Details and check in the XML the three duplicates and the installment payment by bank slip, and in the DANFE preview the three installments in Invoice / Duplicates. Example: 6 steel office desks at 1,000.00 to Canjerana Móveis, total of 6,000.00, ICMS of 720.00. For an issue on 10/25/2026, the duplicates 001, 002 and 003 are 2,000.00 each, due 11/24/2026, 12/24/2026 and 01/23/2027. This is NF-e no. 108.

5. Issue the NF-e with the operation date

When the invoice of a sale closed a few days ago is still a draft, open it in Invoicing > Customers > Invoices. In Invoice Date, enter the day of the sale. Click Fiscal Details: the document is in Draft. In Document Date, enter the day of the sale and, in Entry/Exit Date, today, when the goods leave. Go back to the invoice and click Confirm. Check in the XML the nature of the operation, the issue date, the exit date and the total, and in the DANFE preview the two dates. Example: Guatambu Móveis closed 10 swivel chairs at 500.00 with Canjerana Móveis three days ago, total of 5,000.00, NF-e no. 115, issued on the day of the sale and leaving today.

6. Ship goods as a bonus

In the quotation, on the Other Info tab, choose the Bonus Fiscal Operation. In the item window, enter the product, the quantity and the price, and check the Bonus operation and the CFOP 5910. On the ICMS subtab, check the ICMS of the operation. Validate the delivery, create the invoice and confirm: the invoice is 0.00, with nothing to collect, and the total of the note is the value of the goods. Check the nature of the operation, the CFOP 5910 and the total in the XML and in the DANFE preview. Example: 2 swivel chairs at 500.00 to Canjerana Móveis, goods of 1,000.00, ICMS of 12%, 120.00, with PIS and COFINS on CST 49, NF-e no. 116.

7. Transfer a fixed asset to a branch

Create the quotation for the branch registered as a contact and, on the Other Info tab, choose the Transfer Fiscal Operation. In the item window, enter the asset, 1 unit, the value and the fixed asset transfer line. Check the operation Transfer and the CFOP 5552. On the Taxes tab, ICMS subtab, check the CST 41: no ICMS on the transfer of the asset. Validate the delivery, create the invoice and confirm: the invoice is 0.00 and the total of the note is the value of the asset. Check the nature of the operation, the CFOP 5552 and the total in the XML and in the DANFE preview. Example: Guatambu Móveis transfers a steel service counter, valued at 3,200.00, to the Campinas branch, NF-e no. 124.

Expected result

The order is confirmed, the delivery is validated and the invoice is posted, with the NF-e ready to transmit: right CFOP, taxes calculated, and the XML and the DANFE preview with the same access key and the same total.

If something goes wrong

If the order line comes out without a fiscal operation or CFOP, fill in the tax type in the product and the tax profile in the customer, then add the item again. If Confirm on the invoice asks for the fiscal payment mode, in Invoicing > Configuration > Payment Modes, enter the NF-e payment method of the customer's mode (for example 15, bank slip). If the issue date comes out as today, the Document Date was entered after Confirm: click Back to draft on the invoice, enter the date in Fiscal Details and confirm again. If Add a product edits the line in the list without opening the item window, tick the Brazilian fiscal details (popup) group in the user and open the order again.

Odoo 18 manual

Standard Odoo 18 features used in this task, from the official manual.

• Create quotations
• Invoicing policies

Continue the process

• Charge freight and report the volumes on the NF-e
• Check the taxes and the CFOP before issuing