{"id":162593,"date":"2025-06-13T11:03:05","date_gmt":"2025-06-13T11:03:05","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&#038;p=162593"},"modified":"2025-09-01T13:28:46","modified_gmt":"2025-09-01T13:28:46","password":"","slug":"162593","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/162593\/","title":{"rendered":"Nota Fiscal Issuance Rules for Payments via Loyalty and Client Account Top-Ups"},"content":{"rendered":"\n<p>\ud83c\udde7\ud83c\uddf7 This feature is available for Brazilian accounts only and works with the eNotas integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>To help Brazilian business owners avoid double taxation when clients pay using client account top-ups, gift cards, or loyalty balances, <strong>Altegio<\/strong> now supports flexible rules for issuing <strong>Nota Fiscal<\/strong>. You can now choose <em>when<\/em> the NF should be created based on your specific needs and tax setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where to Find It<\/h2>\n\n\n\n<p>To configure your NF issuance rule:<br>Go to <strong>Integrations \u2192 eNotas \u2192 Connect \u2192 Settings<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de5780d9291&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de5780d9291\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2522\" height=\"1432\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.17.01.png\" alt=\"\" class=\"wp-image-166993\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.17.01.png 2522w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.17.01-300x170.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.17.01-1024x581.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.17.01-768x436.png 768w\" sizes=\"auto, (max-width: 2522px) 100vw, 2522px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>There, you&#8217;ll find the new section called <strong>Issuing setup.<\/strong> where you can configure the rules for your business.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de57812c2f3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de57812c2f3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"581\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-1024x581.png\" alt=\"\" class=\"wp-image-167008\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-1024x581.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-300x170.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-768x436.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-1536x872.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-2048x1163.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-360x204.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/06\/Screen-Shot-2025-07-01-at-16.18.33-1568x890.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Issuance Rule Options<\/h2>\n\n\n\n<p>You can choose one of the following options:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Option 1 (Default):<\/h3>\n\n\n\n<p><strong>\u201cI want to issue Nota Fiscal only after I performed service or sold a product\/gift card\/membership and my client paid for it\u201d<\/strong><\/p>\n\n\n\n<p>With this rule:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NF is created <strong>after<\/strong> the service is delivered or the product is sold.<\/li>\n\n\n\n<li>Top-up or gift card payments do <strong>not<\/strong> trigger NF issuance immediately.<\/li>\n\n\n\n<li>Helps avoid double taxation.<\/li>\n\n\n\n<li>Best suited if you use <em>Lei do Sal\u00e3o Parceiro (Lei n\u00ba 13.352\/2016)<\/em>.<\/li>\n<\/ul>\n\n\n\n<p><strong>Example:<\/strong><br>Client prepays R$500 to their account \u2192 no NF issued at this stage.<br>Later, they book a R$300 service \u2192 NF is issued only for R$300.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Option 2:<\/h3>\n\n\n\n<p><strong>\u201cI want to issue Nota Fiscal when I receive money from my client, even if I didn\u2019t perform service or sell a product (e.g., client account top-ups or gift cards)\u201d<\/strong><\/p>\n\n\n\n<p>With this rule:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NF is created <strong>as soon as you receive the money<\/strong> \u2014 even if it&#8217;s a deposit, gift card, or loyalty credit.<\/li>\n\n\n\n<li>Ensures all income is documented up front.<\/li>\n\n\n\n<li>Useful if you want tax documentation for every incoming payment.<\/li>\n<\/ul>\n\n\n\n<p><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client buys a R$500 gift card \u2192 NF is issued immediately for R$500.<\/li>\n\n\n\n<li>Later uses R$300 from the gift card to pay for a service \u2192 no NF is issued again (since it was already issued for the top-up).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What If a Service is Paid Partially with Loyalty or Credit?<\/h2>\n\n\n\n<p>If the service is partially paid using account client account top-ups, gift cards, or loyalty, the NF will only cover the unpaid amount. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A R$300 service paid with R$200 from account balance \u2192 NF is issued for <strong>R$100 only<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Loyalty Payments and Split Logic<\/h2>\n\n\n\n<p>When <strong>Enable NF split<\/strong> is turned <strong>on<\/strong>, Altegio will automatically:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Apply <strong>Option 1<\/strong> (NF issued only after service\/product is delivered).<\/li>\n\n\n\n<li>Disable Option 2.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Recurring Memberships<\/h2>\n\n\n\n<p>If you&#8217;re using <strong>Recurring  Memberships<\/strong>, and Option 2 is active, then:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NF will be <strong>automatically saved<\/strong> and issued <strong>for every recurrent payment<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How It Looks in the System<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">If NF should <strong>not<\/strong> be saved for top-ups and gift cards:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You won\u2019t see the &#8220;Issue Nota Fiscal&#8221; button during payment.<\/li>\n\n\n\n<li>&#8220;NF saved&#8221; message is also hidden after payment.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">If NF should be saved (Option 2):<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All received funds, including prepaid ones, will trigger NF creation.<\/li>\n\n\n\n<li>System calculates NF amounts by subtracting prepaid values used for services to prevent double-counting.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best Practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use <strong>Option 1<\/strong> if you follow <em>Lei do Sal\u00e3o Parceiro<\/em> or want to reduce tax base.<\/li>\n\n\n\n<li>Use <strong>Option 2<\/strong> if you want all incoming money (including top-ups) to be documented immediately.<\/li>\n\n\n\n<li>Avoid enabling Option 2 if you plan to split payments using loyalty, to prevent tax over-reporting.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>If you need help adjusting these settings, please reach out to <strong>Altegio support.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83c\udde7\ud83c\uddf7 This feature is available for Brazilian accounts only and works with the eNotas integration. Overview To help Brazilian business owners avoid double taxation when clients pay using client account top-ups, gift cards, or loyalty balances, Altegio now supports flexible rules for issuing Nota Fiscal. You can now choose when the NF should be created&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/162593\/\">Continue reading <span class=\"screen-reader-text\">Nota Fiscal Issuance Rules for Payments via Loyalty and Client Account Top-Ups<\/span><\/a><\/p>\n","protected":false},"author":44,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[100],"doc_tag":[1564,1534,2071,1522],"class_list":["post-162593","docs","type-docs","status-publish","hentry","doc_category-integrations","doc_tag-client-account-en","doc_tag-gift-card-en","doc_tag-integrations-en","doc_tag-membership-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":539,"total_views":"124","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"lilit.m@alteg.io","author_nicename":"lilit-malteg-io","author_url":"https:\/\/alteg.io\/en\/author\/lilit-malteg-io\/"},"doc_category_info":[{"term_name":"Integrations","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/integrations\/"}],"doc_tag_info":[{"term_name":"Client Account","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-account-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Integrations","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/integrations-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=162593"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162593\/revisions"}],"predecessor-version":[{"id":167023,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/162593\/revisions\/167023"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=162593"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=162593"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=162593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}