Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

💡 Visibility of payments with Paga


PAYMENTS

 Module Payment

The Payment is a Nimbi application that permits a greater visibility of the flow of payment, process of measurement, and issuance of NF-e.

 Verify my company's payments

To check the payments registered, navigate to My Historic > Payments.

Locate the desired payment through the search area or through the list of registered payments.

 What does each payment status in Payment mean.
  • Expected: Payment is expected to be made, but not yet scheduled.

  • Scheduled: Payment has been scheduled by your customer.

  • Confirmed: The payment was made by your customer.

 Check the payment schedule

To check the schedule, go to My Historic> Payments > Select the desired payment.

When accessing the payment, navigate to the Dates panel.


INVOICES

 Download the .XML file or the .PDF of the invoice in Payment

To download the desired invoice, navigate to My Historic > Invoice > Access the desired invoice.

When accessing the invoice, in the General panel, click Download to get the .XML file or click Export PDF to get the PDF document.

 Register invoices for payment

Navigate to My Historic > Invoices > + Actions > Upload Invoices, then select the invoice you want to upload;

In the window that will appear, select which type of note you want to upload and click Confirm;

Important: If the user is not a Nimbi customer, the option to upload notes as a recipient will not be enabled.

Then, on the IMPORT - INVOICES screen, insert the .XML file of the desired invoice by dragging it to the demarcated area or by clicking Add file.

Note: In the case of a service invoice or an international invoice, the panels Identifiers, Invoice Data and Supported Orders will be displayed with mandatory completion ( * ) according to the country in question.

When creating a new service or international invoice, there is a new required field. Due date.

This field must be completed with a date greater than the invoice issue date.

In the case of a service invoice:

In the case of an international invoice:

After inclusion, check the import process in Import Status.

To consult the imported invoice, return to the My Historic tab > Invoice and select the desired document.

Important: Making the Invoice available for consultation may take up to 15 minutes after importation.

 Check my unpaid invoices

To check the invoices registered, go to My Historic > Invoice.

In the side menu, it is possible to filter the notes by Status, Type or by the search field located at the top of the page.

Still needs help?

Our Support channels:

Our support is from Monday to Friday from 9am to 6pm - Brasilia Time (Except weekends and holidays).


  • No labels