1. Country-Specific Features
  2. Brazil Help Topics
  3. Brazil-specific SuiteApps
  4. Brazil Banking Integration
  5. Accounts Receivable Automation for Brazil
  6. Viewing Bank Slip and Pix Information

Viewing Bank Slip and Pix Information

When you process your receivables with Brazil Banking Integration, NetSuite creates A/R payment instrument records for each installment in the transaction.

Note:

When the transaction doesn't have installments, the system treats it as having one installment.

An A/R payment instrument records represents the bank slip or the Pix payment with which you intend to receive a payment. Throughout the banking integration process, NetSuite updates these records according with the operations you select for integration and with the status updates from the bank.

You can access the payment instrument records to verify the payment status or to review the information associated with it.

To view bank slip and Pix information:

  1. Go to Transactions > Sales > Create Invoices > List.

  2. Next to the invoice you want, click View.

  3. Click the Brazil Banking Integration subtab.

  4. Click the ID of the payment instrument record.

    The A/R payment instrument record opens.

  5. In the Status field, review the current status of the bank slip or Pix payment.

    Tip:

    For more information about the meaning of each status, verify the Status Details field.

  6. For bank slips, do the following:

    1. In the Bar Code field, review the characters that make up the bar code of the bank slip.

    2. In the Numeric Representation field, review the numbers that represent the bar code of the bank slip.

    3. If you chose to generate bank slip files, in the PDF File field, click View to open the bank slip or Download to download the bank slip to your local device.

  7. For Pix, do the following:

    1. In the QR Code field, review the QR code alphanumeric and pictorial representations.

    2. To copy the QR code alphanumeric representation, click the Copy QR Code.

    3. To copy or save the QR code pictorial representation, right-click the QR code and choose the option to copy or save the image.

  8. For the history of operations performed with the payment instrument:

    1. Click the Operations subtab.

    2. Review the operations associated with the payment instrument and their status.

    3. Click the ID of the operation to open the corresponding operation for A/R automation record.

      This record contains additional details about the operation.

Related Topics

General Notices