{"id":1081,"date":"2020-01-06T09:42:52","date_gmt":"2020-01-06T12:42:52","guid":{"rendered":"https:\/\/www.pauta.me\/suporte\/?p=1081"},"modified":"2021-08-13T14:04:17","modified_gmt":"2021-08-13T17:04:17","slug":"15004486167-como-cadastro-um-titulo-de-recebimento","status":"publish","type":"post","link":"https:\/\/suporte.pauta.me\/?p=1081","title":{"rendered":"Cadastro de T\u00edtulo de Recebimentos"},"content":{"rendered":"\n<p><strong>M\u00f3dulo:&nbsp;<\/strong>Financeiro<br><strong>Menu:&nbsp;<\/strong>Recebimentos -&gt; T\u00edtulos<\/p>\n\n\n\n<p>Para inserir um t\u00edtulo de recebimento no Pauta.Me, voc\u00ea dever\u00e1:<\/p>\n\n\n\n<ol><li>&nbsp;No m\u00f3dulo financeiro, acesse o menu&nbsp;<strong>&#8220;Recebimentos&#8221;&nbsp;<\/strong>e selecione a op\u00e7\u00e3o<strong>&nbsp;&#8220;T\u00edtulos&#8221;<\/strong>. Ap\u00f3s a p\u00e1gina de pesquisa carregar, clique no bot\u00e3o <img class=\"wp-image-21\" style=\"width: 31px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoadd.png\" alt=\"\"> do lado superior direito da tela. <\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"449\" src=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2021\/08\/image-30-1024x449.png\" alt=\"\" class=\"wp-image-2018\" srcset=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2021\/08\/image-30-1024x449.png 1024w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2021\/08\/image-30-300x132.png 300w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2021\/08\/image-30-768x337.png 768w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2021\/08\/image-30.png 1106w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\"><li> Preencha os campos do&nbsp;<strong>Cadastro Base<\/strong>, dando import\u00e2ncia aos obrigat\u00f3rios, que s\u00e3o:<\/li><\/ol>\n\n\n\n<ul><li>&#8211; Benefici\u00e1rio;<\/li><li>&#8211; Pagador;<\/li><li>&#8211; Total Bruto;<\/li><li>&#8211; Compet\u00eancia;<\/li><li>&#8211; Vencimento;<\/li><li>&#8211; N\u00famero de Parcelas;<\/li><li>&#8211; Centro de Custos;<\/li><li>&#8211; Plano de contas.<br>Clique em <img class=\"wp-image-1037\" style=\"width: 96px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoinserir.png\" alt=\"\"> para salvar os dados e desbloquear as abas restantes. <\/li><\/ul>\n\n\n\n<ol start=\"3\"><li> Depois de inserir o t\u00edtulo ser\u00e3o habilitados o Plano de Contas e Apropria\u00e7\u00e3o por centro de custo. Ap\u00f3s preencher esses campos, salve a p\u00e1gina novamente clicando em <img class=\"wp-image-1083\" style=\"width: 112px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/botaoalterar.png\" alt=\"\"><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-59-1024x177.png\" alt=\"\" class=\"wp-image-1084\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>RETEN\u00c7\u00d5ES:<\/strong><\/p>\n\n\n\n<p>Caso o t\u00edtulo referente possua Reten\u00e7\u00e3o de Impostos na Fonte, acesse a aba&nbsp;<strong>\u201cReten\u00e7\u00f5es\u201d<\/strong>&nbsp;e clique no bot\u00e3o <img class=\"wp-image-21\" style=\"width: 31px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoadd.png\" alt=\"\">.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-68-1-1024x192.png\" alt=\"\" class=\"wp-image-1085\"\/><\/figure>\n\n\n\n<ol><li> Informe o imposto referente, sua incid\u00eancia na nota, al\u00edquota e o valor a ser retido ser\u00e1 calculado automaticamente. Clique em <img class=\"wp-image-1083\" style=\"width: 112px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/botaoalterar.png\" alt=\"\"> para salvar as inser\u00e7\u00f5es. <\/li><\/ol>\n\n\n\n<p class=\"has-text-align-center\"><strong>FATURAMENTO:<br><\/strong>Aqui ser\u00e3o registradas as cobran\u00e7as e realizado a emiss\u00e3o de notas. Para&nbsp;<strong>adicionar uma cobran\u00e7a<\/strong>, na parte de \u201c<strong>Parcelas<\/strong>\u201d voc\u00ea dever\u00e1:<\/p>\n\n\n\n<ol><li>Verificar se o Pagador, Vencimento e Valor est\u00e3o corretos. Depois clicar em <img class=\"wp-image-21\" style=\"width: 31px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoadd.png\" alt=\"\">.<br><strong>Obs:<\/strong>&nbsp;Caso voc\u00ea tenha cadastrado&nbsp;um n\u00famero errado de parcelas no cadastro base, n\u00e3o se preocupe! <br>Voc\u00ea poder\u00e1 informar o valor da primeira parcela nessa tela e clicar no bot\u00e3o <img class=\"wp-image-1086\" style=\"width: 94px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-69.png\" alt=\"\"> para que o sistema crie o n\u00famero desejado de parcelas. <\/li><li> Informe o valor, data de pagamento (vencimento) e o seu tipo de cobran\u00e7a. Ap\u00f3s isso clique no bot\u00e3o \u201cInserir\u201d para salvar as informa\u00e7\u00f5es e depois em <img class=\"wp-image-1087\" style=\"width: 40px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-72.png\" alt=\"\"> para visualizar a cobran\u00e7a rec\u00e9m adicionada.<br><strong>Obs:<\/strong>&nbsp;Para abrir um boleto, basta clicar em cima do link na coluna \u201cCobran\u00e7a\u201d. <\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-71-1024x239.png\" alt=\"\" class=\"wp-image-1088\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"> <strong>Emiss\u00e3o de notas:<\/strong> <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-78-1024x165.png\" alt=\"\" class=\"wp-image-1089\"\/><\/figure>\n\n\n\n<ol><li>Informe o pagador e clique no bot\u00e3o <img class=\"wp-image-21\" style=\"width: 31px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoadd.png\" alt=\"\">.<\/li><li>Verifique com cuidado se os dados do Tomador do servi\u00e7o est\u00e3o corretos, caso n\u00e3o esteja, feche a janela e clique em <img class=\"wp-image-186\" style=\"width: 27px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/edit.png\" alt=\"\"> para ter acesso \u00e0 edi\u00e7\u00e3o de alguns itens de cadastro. Ap\u00f3s salvar as altera\u00e7\u00f5es, voc\u00ea poder\u00e1 prosseguir com o processo; <\/li><li>Na tela \u201cGerar Nota\u201d informe o Tipo, Data de Emiss\u00e3o e selecione as parcelas que ir\u00e3o compor a nota.<br>Voc\u00ea tamb\u00e9m ter\u00e1 a sua disposi\u00e7\u00e3o, os campos \u201cInforma\u00e7\u00f5es Adicionais\u201d e \u201cInforma\u00e7\u00f5es Adicionais para o Rodap\u00e9 da Nota\u201d, por\u00e9m, n\u00e3o s\u00e3o itens de preenchimento obrigat\u00f3rio.<\/li><li>Clique em <img class=\"wp-image-27\" style=\"width: 92px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaosalvar.png\" alt=\"\"> para realizar a emiss\u00e3o da nota. <\/li><\/ol>\n\n\n\n<p class=\"has-text-align-center\"><strong>ATEN\u00c7\u00c3O:&nbsp;<\/strong><br>Para emiss\u00e3o de nota fiscal ou boletos, \u00e9 necess\u00e1rio que o cadastro para faturamento esteja completo.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>T\u00cdTULOS VINCULADOS:&nbsp;<br><\/strong>Caso esse t\u00edtulo gere algum retorno de tarifa banc\u00e1ria a pagar, eles ficar\u00e3o listados aqui. Para visualizar ele, basta clicar em <img class=\"wp-image-859\" style=\"width: 42px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaoview.png\" alt=\"\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-79-1024x188.png\" alt=\"\" class=\"wp-image-1090\"\/><figcaption> <strong>Obs:<\/strong>&nbsp;Poder\u00e1 variar de acordo com o banco emissor.<\/figcaption><\/figure>\n\n\n\n<p> <strong>BAIXAS:<\/strong><br>Ap\u00f3s receber a confirma\u00e7\u00e3o do pagamento, voc\u00ea dever\u00e1 registrar a baixa dessa parcela no Pauta.Me, para isso clique em <img class=\"wp-image-1091\" style=\"width: 116px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/botaoregistrarbaixa.png\" alt=\"\">.<\/p>\n\n\n\n<ol><li> Informe a conta qual foi efetuado o pagamento, Data, Juros + Multa (caso tenha), valor da baixa e clique em <img class=\"wp-image-27\" style=\"width: 92px\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/botaosalvar.png\" alt=\"\">.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-81-1024x179.png\" alt=\"\" class=\"wp-image-1092\"\/><\/figure>\n\n\n\n<p> Voc\u00ea tamb\u00e9m poder\u00e1 realizar a baixa das parcelas importando o arquivo de retorno do banco, para saber mais&nbsp;<a href=\"https:\/\/suporte.pauta.me\/hc\/pt-br\/articles\/115004650088\">clique aqui<\/a>. <\/p>\n\n\n\n<p class=\"has-text-align-center\"> <strong>ANEXOS:<\/strong>&nbsp;<br>Nessa aba voc\u00ea poder\u00e1 adicionar arquivos\/documentos referentes ao t\u00edtulo cadastrado. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/Screenshot-83-1024x182.png\" alt=\"\" class=\"wp-image-1093\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Neste artigo falamos de como inserir um t\u00edtulo de Recebimento no m\u00f3dulo financeiro. Esse processo inclui a emiss\u00e3o de boletos e notas fiscais.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":[],"categories":[76],"tags":[],"_links":{"self":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/1081"}],"collection":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1081"}],"version-history":[{"count":4,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/1081\/revisions"}],"predecessor-version":[{"id":2019,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/1081\/revisions\/2019"}],"wp:attachment":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}