OverviewRegister suppliersTrack invoicesCreate an invoice with AITrack due dates in the calendarCreate contractsCreate a contract with AITrack terms and renewalsControl who can access contractsTrack spendContract status and lifecycleTroubleshooting
TASKGuide

Track invoices

Record each supplier's invoices to feed the Calendário de faturas (invoice calendar) and the Analytics chart.

Create an invoice

  1. 1

    Open the supplier and click `Nova fatura` (New invoice).

    Shortcut: in the Meus fornecedores (my suppliers) list, the receipt-icon button next to each row opens the same dialog without opening the supplier page.

  2. 2

    Fill in `Identificador/numero da fatura` (invoice identifier/number), `Data de emissão` (issue date), `Data de vencimento da fatura` (invoice due date), and `Valor da fatura` (invoice value).

    Both dates come pre-filled with today.

  3. 3

    Click `Criar fatura` (Create invoice).

    result
    Message: Nota fiscal criada com sucesso (invoice created). The invoice joins the supplier's list.
An SRM supplier page showing the Faturas section and the Nova fatura and Nova fatura com IA buttons.
Invoices linked to the supplier.

Fatura and nota fiscal are the same record

The interface calls the record a fatura (invoice), but the confirmation messages say nota fiscal. It is the same data.

Edit or delete an invoice

  1. 1

    Click the `…` button on the invoice row.

    The menu shows Editar (Edit) and Excluir (Delete).

  2. 2

    To fix data, click `Editar`, adjust the fields, and click `Salvar` (Save).

    result
    Message: Nota fiscal atualizada com sucesso (invoice updated).
  3. 3

    To delete, click `Excluir` and confirm with `Deletar fatura` (Delete invoice).

    result
    Message: Nota fiscal excluída com sucesso (invoice deleted). The invoice leaves the list.

Deletion is final

As the confirmation warns, the action cannot be undone and all of the invoice's data will be lost.

Attach files to the invoice

  1. 1

    Click the paperclip button (`Anexos`) on the invoice row.

    The Anexos (attachments) panel expands below the row.

  2. 2

    Click `Adicionar arquivo` (Add file) and select the file.

    It accepts PDF, images, documents, spreadsheets, JSON, and XML.

    result
    Message: Arquivo enviado com sucesso (file uploaded). The file appears in the Anexos panel.
  3. 3

    To download an attachment, click the `Baixar arquivo` (Download file) icon on its row.

Invoice attachments cannot be deleted

Once uploaded, the file stays on the invoice permanently — check it before uploading. Contract attachments, by contrast, can be deleted.

Browse the list

The list shows the most recent invoices first, 10 per page — use the pagination at the end of the list. To record from a PDF or image, see Create an invoice with AI.

Next

Create an invoice with AITrack due dates in the calendarTrack spend