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Billet

Step by step to generate bank slip in the Efí API


Currently, we offer two procedures for creating a bank slip transaction. In the first one, the title is created in a single step, thus conventionally known as One Step. The second option for creating the transaction is in two steps, thus conventionally known as Two Steps.

Creating of Billet (Bolix) in One step

In this option, the request body must contain all the mandatory minimum attributes for issuing the title.

It allows creating a transaction already associating a payment method, which can be a bank slip or credit card, in just one step.

Important!

To ensure that the creation of transactions via One Step occurs without problems, it is necessary to update your SDK. All necessary files for this update are available through our repository and in our documentation.


How to define automatic debiting of bank slips after due date

Now you can define the deadline for debiting overdue bank slips according to your needs. Previously, the deadline was fixed at 89 days and did not allow changes, now you can choose a deadline ranging from 0 to 120 days.

To set the deadline, just define the number of days in the days_to_write_off attribute. For example, if you indicate 0 and the charge expires on 02/28/2024, payment will no longer be possible from 02/29/2024.


Set monthly or daily interest

You can define whether interest will be calculated monthly or daily, according to your specific needs and preferences. Just inform the desired interest type at the time of the transaction as monthly.

If you choose not to specify the interest type, interest will be calculated daily by default.


Hierarchical structure of Schema attributes that can be used:
"items"  
"name"
"value"
"amount"
"marketplace"
"payee_code"
"percentage"
"shippings"
"name"
"value"
"payee_code"
"metadata"
"custom_id"
"notification_url"
"payment"
"banking_billet"
"customer"
"name"
"cpf"
"email"
"phone_number"
"birth"
"address"
"street"
"number"
"neighborhood"
"zipcode"
"city"
"complement"
"state"
"juridical_person"
"corporate_name"
"cnpj"
"expire_at"
"discount"
"type"
"percentage",
"currency"
"value"
"conditional_discount"
"type"
"percentage",
"currency"
"value"
"until_date"
"configurations"
"days_to_write_off"
"fine"
"interest"
"value"
"type"
"message"
POST /v1/charge/one-step
Requires activation of the Billing API in your application


Request

{
"items": [
{
"name": "Meu Produto",
"value": 5990,
"amount": 1
}
],
"payment": {
"banking_billet": {
"customer": {
"name": "Gorbadoc Oldbuck",
"cpf": "94271564656",
"email": "[email protected]",
"phone_number": "5144916523",
"address": {
"street": "Avenida Juscelino Kubitschek",
"number": "909",
"neighborhood": "Bauxita",
"zipcode": "35400000",
"city": "Ouro Preto",
"complement": "",
"state": "MG"
}
},
"expire_at": "2023-12-15",
"configurations": {
"fine": 200,
"interest": 33
},
"message": "Usando o atributo message, este conteúdo é exibido no campo OBSERVAÇÃO da cobrança emitida via API
e também no campo OBSERVAÇÃO DO VENDEDOR nos e-mails de cobrança enviados ao cliente
É possível utilizar até 4 linhas de conteúdo, com no máximo 100 caracteres por linha
Essa mensagem poderá ser vista nos e-mails relacionados à cobrança, no boleto ou carnê"
}
}
}

Responses

The responses below represent consumption Success.

{
"code": 200, // HTTP return code "200" indicating the request was successful
"data": {
"barcode": "00000.00000 00000.000000 00000.000000 0 00000000000000", // bank slip's line code
"pix":{
"qrcode": "00020101021226990014BR.GOV.BCB.PIX2577qrcodes-pix.gerencianet.com.br/bolix/v2/cobv/0000000000000000000000000000GERENCIANET SA6010OURO PRETO62070503***63047CB1", // BRCode or copy and paste
"qrcode_image": "data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmc vMjAwMC9zdmciIHZpZXdCb3g9IjAgMCA0NSA0NSIgc2hhcGUtcmVuZGVyaW5nPSJjcmlzcEVkZ2VzIj48cGF0aCBmaWxsPSIjZmZmZmZmIiBkPSJNMCAwaDQ1djQ1SD..." // QR Code image
},
"link": "link_https_to_access_bolix", // responsive Bolix link generated
"billet_link":"link_https_to_access_bolix", // generated Bolix link
"pdf": {
"charge": "link_https_to_bolix_pdf" // Bolix PDF link
},
"expire_at": "2023-12-15", // due date of the bank slip in the following format: 2022-12-15 (equivalent to 15/12/2022)
"charge_id": charge_id_number, // ID number referring to the generated transaction
"status": "waiting", // selected payment method, waiting for payment confirmation ("waiting" equals to "waiting")
"total": 5990, // value in cents. For example: 5990 (equivalent to R$ 59.90)
"payment": "banking_billet" // payment method associated with this transaction ("banking_billet" equals to "bank slip")
}
}

Information

When using the message attribute, you should use the \n operator to perform line breaks. We have already included this operator in the provided code.


Creating of Billet in Two Steps

In this option, you need to follow two steps, sending the request body with all the mandatory minimum attributes for issuing the charge.

  1. Create the transaction, providing the item/product/service, value, quantity, etc;
  2. Associate it with the payment method via bank slip, providing the transaction's charge_id and the customer's data.

The remainder of this page presents detailed procedures, but you need to install one of our libraries on your server to execute the example codes. Make sure the Efí SDK is installed.

1. Create Transaction

To start, the first step is to generate the transaction, also known as "charge". At this moment, you will provide the name of the item, product, or service, the transaction amount, quantity, and other relevant information.

After creating the charge, you will receive a charge_id which is a unique identifier for this transaction. This will be used to associate the payment method.

Initially, the transaction will have the new status, which means that the charge has been generated and is awaiting the definition of the payment method. The status will be updated only when the payment method is chosen by the integrating party.

To generate a transaction, you should send a POST request to the /v1/charge route.

Hierarchical structure of Schema attributes that can be used:
"items"  
"name"
"value"
"amount"
"marketplace"
"payee_code"
"percentage"
"shippings"
"name"
"value"
"payee_code"
"metadata"
"custom_id"
"notification_url"
POST /v1/charge
Requires activation of the Billing API in your application


Request

{
"items": [
{
"name": "Meu Produto",
"value": 8900,
"amount": 1
}
]
}

Responses

The responses below represent consumption Success.

{
"code": 200, // HTTP response "200" indicating the request was successful
"data": {
"charge_id": charge_id_number, // ID number corresponding to the generated transaction
"status": "new", // charge generated, awaiting payment method definition
"total": 8900, // total amount of the transaction (in cents, where 8900 = $89.00)
"custom_id": null, // optional custom identifier
"created_at": "2021-06-01 14:58:46" // date and time of transaction creation
}
}


2. Associate to payment method via bank slip

After successfully generating the transaction, the next step is to associate it with the desired payment method - in this case, it will be the banking_billet (bank slip). To do this, you will need to provide the charge_id obtained when creating the transaction.

When selecting the bank slip as the payment method, the transaction status will change from new to waiting. This change indicates that the payment method has been chosen and is awaiting payment confirmation.

To associate with the payment method, you should send a POST request to the /v1/charge/:id/pay route.

Hierarchical structure of Schema attributes that can be used:
"payment"  
"banking_billet"
"customer"
"name"
"cpf"
"email"
"phone_number"
"birth"
"address"
"street"
"number"
"neighborhood"
"zipcode"
"city"
"complement"
"state"
"juridical_person"
"corporate_name"
"cnpj"
"expire_at"
"discount"
"type"
"percentage",
"currency"
"value"
"conditional_discount"
"type"
"percentage",
"currency"
"value"
"until_date"
"configurations"
"days_to_write_off"
"fine"
"interest"
"value"
"type"
"message"
POST /v1/charge/:id/pay
Requires activation of the Billing API in your application


Request

{
"payment": {
"banking_billet": {
"customer": {
"name": "Gorbadoc Oldbuck",
"cpf": "94271564656",
"email": "[email protected]",
"phone_number": "5144916523",
"address": {
"street": "Avenida Juscelino Kubitschek",
"number": "909",
"neighborhood": "Bauxita",
"zipcode": "35400000",
"city": "Ouro Preto",
"complement": "",
"state": "MG"
}
},
"expire_at": "2023-12-30",
"configurations": {
"days_to_write_off": 40,
"fine": 105,
"interest" : {
"value": 330,
"type": "monthly"
}
},
"message": "Pague pelo código de barras ou pelo QR Code"
}
}
}

Responses

The responses below represent consumption Success.

{
"code": 200, // HTTP response code "200" indicating the request was successful
"data": {
"barcode": "00000.00000 00000.000000 00000.000000 0 00000000000000", // boleto's barcode
"pix": {
"qrcode": "00020101021226990014BR.GOV.BCB.PIX2577qrcodes-pix.gerencianet.com.br/bolix/v2/cobv/0000000000000000000000000000GERENCIANET SA6010OURO PRETO62070503***63047CB1", // BRCode or copy and paste
"qrcode_image": "data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmc vMjAwMC9zdmciIHZpZXdCb3g9IjAgMCA0NSA0NSIgc2hhcGUtcmVuZGVyaW5nPSJjcmlzcEVkZ2VzIj48cGF0aCBmaWxsPSIjZmZmZmZmIiBkPSJNMCAwaDQ1djQ1SD..." // QR Code image
},
"link": "link_https_para_acesso_o_bolix", // responsive link to Bolix generated
"billet_link": "link_https_para_acesso_o_bolix", // link to Bolix generated
"pdf": {
"charge": "link_https_do_pdf_da_cobranca" // link to Bolix's PDF
},
"expire_at": "2023-12-30", // boleto's expiration date in the following format: 2022-12-15 (meaning 15/12/2022)
"charge_id": charge_id_number, // transaction's ID number
"status": "waiting", // selected payment method, awaiting payment confirmation ("waiting" equals to "awaiting")
"total": 8900, // value in cents. For example: 8900 (equals to R$ 89.00)
"payment": "banking_billet" // payment method associated with this transaction ("banking_billet" equals to "banking billet")
}
}


Payment made as a Juridical person (PJ)

The customer associated with the transaction can be a Juridical person. In this case, it is necessary to provide the Corporate Name and CNPJ of the paying company in the juridical_person attribute.


List of all possible transaction statuses

All transactions have a status that represents their "situation". It is important to know the possible statuses of transactions in the API to handle them properly in your system.

Check here for all the details of the possible transaction statuses.


Callbacks (notifications) from API transactions to your system

Notifications allow you to be informed when a transaction has its status changed. This way, you can identify when a billet is paid, for example.

Check here for all the details on how to implement your notification URL.


Return Charge Information

To retrieve information about a transaction (such as a billet, for example), you need to send a GET request to the route /v1/charge/:id.

GET /v1/charge/:id
Requires activation of the Billing API in your application


Request

Input parameter: enter the "charge_id" of the desired transaction

Responses

The responses below represent consumption Success(200).

{
"code": 200, // HTTP response "200" indicating the request was successful
"data": {
"charge_id": 1234567, // ID number corresponding to the generated transaction
"total": 8900, // total amount of the transaction (in cents, where 8900 = $89.00)
"status": "waiting", // selected payment method, awaiting payment confirmation ("waiting" is equivalent to "awaiting")
"custom_id": null, // optional custom identifier
"created_at": "2022-10-31 10:18:21", // date and time of transaction creation
"notification_url": null,
"items": [
{
"name": "My Product", // name of your item, product, or service
"value": 8900, // value, in cents. For example: 8900 (equivalent to $89.00)
"amount": 1 // quantity of the item or product
}
],
"history": [
{
"message": "Charge created",
"created_at": "2222-10-31 10:18:21"
},
{
"message": "Payment via bank slip awaiting confirmation",
"created_at": "2022-10-31 10:19:05"
}
],
"customer": {
"name": "Gorbadoc Oldbuck",
"cpf": "94271564656",
"email": "[email protected]",
"phone_number": "5144916523",
"address": {
"street": "Juscelino Kubitschek Avenue",
"number": "909",
"complement": null,
"neighborhood": "Bauxita",
"city": "Ouro Preto",
"state": "MG",
"zipcode": "35400000"
}
},
"payment": {
"method": "banking_billet", // payment method of the charge (banking_billet corresponds to bank slip)
"created_at": "2022-10-31 10:19:05",
"message": "Using the message attribute, this content is displayed in the OBSERVATION field of the charge issued via API and also in the SELLER'S OBSERVATION field in the billing emails sent to the customer You can use up to 4 lines of content, with a maximum of 100 characters per line This message will be seen in emails related to the charge, in the slip or booklet",
"banking_billet": {
"barcode": "00000.00000 00000.000000 00000.000000 0 00000000000000",
"pix": {
"qrcode": "00020101021226990014BR.GOV.BCB.PIX2577qrcodes-pix.gerencianet.com.br/bolix/v2/cobv/0000000000000000000000000000GERENCIANET SA6010OURO PRETO62070503***63047CB1",
"qrcode_image": "data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmc vMjAwMC9zdmciIHZpZXdCb3g9IjAgMCA0NSA0NSIgc2hhcGUtcmVuZGVyaW5nPSJjcmlzcEVkZ2VzIj48cGF0aCBmaWxsPSIjZmZmZmZmIiBkPSJNMCAwaDQ1djQ1SD..."
},
"link": "link_https_to_access_the_bank_slip",
"pdf": {
"charge": "link_https_to_the_pdf_of_the_charge"
},
"expire_at": "2023-12-30", // due date of the charge in the following format: 2022-12-30 (which corresponds to 30/12/2022)
"configurations": {
"days_to_write_off": 40, // days for automatic write-off of the bank slip after the due date
"interest_type": "daily", // interest type - daily if daily or monthly if monthly
"interest": 33, // amount charged in interest per day after the due date (in this case, 33 corresponds to 0.033%)
"fine": 200 // amount charged in fine after the due date (in this case, 200 corresponds to 2%)
}
}
}
}
}



Return List of Charges

To retrieve information on charges issued in an application, send a GET request to the /v1/charges route.

This endpoint includes various filters to refine your search, such as CPF/CNPJ and status. Among all available filters, the charge_type, begin_date and end_date filters are mandatory and specify the type of transaction and the date range for the charges you wish to retrieve.

Important!

This feature is currently in beta. We are excited to provide you with this tool, but please note that it is still under active development and changes may apply during this period.

Your feedback is incredibly valuable to us during this phase. We invite you to share your experiences and suggestions to help us improve. Feel free to reach out through our Discord community or other support channels.



GET /v1/charges
Requires the scope API de Emissão de cobranças in your Efi Bank application


Request

Query params:  
"charge_type"
"customer_document"
"status"
"custom_id"
"value"
"date_of"
"begin_date"
"end_date"
"limit"
"page"
"offset"

Responses

The responses below represent consumption Success.

{
"code": 200,
"data": [
{
"id": 711008222,
"total": 500,
"status": "paid",
"custom_id": null,
"created_at": "2024-04-30 20:23:31",
"customer": {
"name": "Gorbadoc Oldbuck",
"phone_number": "5144916523",
"cpf": "94271564656"
},
"payment": {
"payment_method": "banking_billet",
"received_by_bank_at": "2025-05-26 20:24:20",
"paid_at": "2024-04-30T20:24:20.000Z",
"paid_value": 1
"banking_billet": {
"barcode": "36490.00027 00030.200908 00000.042101 1 00000000000500",
"link": "https://visualizacao.gerencianet.com.br/emissao/302309_557_CORSER1/A4XB-302309-4210-CORCO7",
"expire_at": "2024-06-30T15:00:00.000Z",
"configurations": {
"days_to_write_off": 90,
"interest_type": "daily"
},
"pdf": {
"charge": "https://download.gerencianet.com.br/302309_557_CORSER1/302309-4210-CORCO7.pdf"
}
},
"pix": {
"qrcode": "000201010226940014BR.GOV.BCB.PIX2572qrcodespix.sejaefi.com.br/bolix/v2/cobv/46796ab467b84cab3619437c11d0b0f5204000053039865802BR5905EFISA6008SAOPAULO62070503***63045730",
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}
}
}
],
"params": {
"begin_date": "2024-05-01T00:00:00.000Z",
"end_date": "2024-05-30T00:00:00.000Z",
"pagination": {
"limit": 3,
"offset": 0,
"page": 1
}
}
}

Usage Limit

As with all endpoints in our API, the charge listing endpoint is subject to a daily usage limit. You can find detailed information about these limits on this page.

If your queries exceed these limits, we recommend submitting a support ticket to request an increase for your account.


Include "notification_url" and "custom_id" in an existing transaction

You can define or modify the information sent in the metadata property of the transaction at any time. This endpoint is of extreme importance for updating the notification URL associated with transactions or modifying the previously associated custom_id.

To change the notification_url and/or custom_id of a transaction, you must send a PUT request to the route /v1/charge/:id/metadata.

Use cases of this endpoint:
  1. The integrating party changed the IP of the server associated with the notification URL of the transactions;
  2. The integrating party updated the notification URL for new transactions created (createCharge), but needs to update the previous transactions (updateChargeMetadata) that were generated and are associated with the incorrect/outdated URL;
  3. SSL (https) was installed on the client's server and even if the client sets up a 301 or 302 redirection rule, it will be necessary to define the new URL in transactions that are using the "old" URL;
  4. The integrating party generated charges without informing the notification URL when sending the transaction creation request;
  5. Modify or add information to the custom_id attribute associated with previously generated transactions;
  6. Among other possible scenarios.
PUT /v1/charge/:id/metadata
Requires activation of the Billing API in your application


Request

{
"notification_url": 'http://your_domain.com/notification',
"custom_id": 'REF0001'
}

Responses

The responses below represent consumption Success(200).

{
"code": 200 // HTTP return "200" stating that the request was successful
}

Change expiration date of an existing transaction

Allows changing the due date of a transaction whose payment method is banking_billet (banking billet) and has not been paid yet.

To do so, you need to provide the charge_id of the desired transaction and the new due date in the format YYYY-MM-DD within the expire_at attribute. You must send a PUT request to the route /v1/charge/:id/billet.

Important!

The new due date must be at least greater than the current date.


PUT /v1/charge/:id/billet
Requires activation of the Billing API in your application


Request

{
"expire_at": "2023-12-30"
}

Responses

The responses below represent consumption Success(200).

{
"code": 200 // HTTP return "200" stating that the request was successful
}

Cancel an existing transaction

A transaction can be canceled only if it has the status new, waiting, unpaid, or link.

When a transaction is canceled, there is only one condition for the status to be changed again: if the customer prints the billet before the integrator cancels the transaction, they can make the payment normally at a bank branch. In this case, both the integrator and the payer will receive the payment confirmation as usual, and the status of the charge will be changed from canceled to paid.

To cancel a transaction (for example, cancel a billet), you must send a PUT request to the route /v1/charge/:id/cancel.

PUT /v1/charge/:id/cancel
Requires activation of the Billing API in your application


Request

Input parameter: enter the "charge_id" of the desired transaction

Responses

The responses below represent consumption Success(200).

{
"code": 200 // HTTP return "200" stating that the request was successful
}

Resend the bank slip to the desired email address

If the transaction is a bank slip banking_billet and it has the status waiting or unpaid, it's possible to resend the billet via email.

Just send the charge_id of the transaction and the valid email address to which you want to send the billet.

To resend a billet via email, you must send a POST request to the route /v1/charge/:id/billet/resend.

POST /v1/charge/:id/billet/resend
Requires activation of the Billing API in your application


Request

{
"email": "[email protected]"
}

Responses

The responses below represent consumption Success.

{
"code": 200 // HTTP return "200" stating that the request was successful
}

Add a description to a transaction history

The history of a transaction shows all the actions that have occurred so far, but custom messages do not affect the transaction itself; they only appear in the history. You can view the transaction history in the interface or by using the transaction details endpoint.

To do this, simply send the charge_id identifier and the message you want to add to the transaction history. The description should be between 1 and 255 characters.

To add custom messages to the history of a transaction, you must send a POST request to the route /v1/charge/:id/history.

POST /v1/charge/:id/history
Requires activation of the Billing API in your application


Request

{
"description": "Camisa Polo tamanho G cor azul, cobrança Bolix, pix com boleto."
}

Responses

The responses below represent consumption Success.

{
"code": 200 // HTTP return "200" stating that the request was successful
}

Define that the transaction will be of the balance sheet type

After creating the transaction, it will be time to define that the generated boleto will be of the balance-sheet type.

To do this, you must send a POST request to the route /v1/charge/:id/balance-sheet.

NOTE
It is important to note that there is no fixed standard for the items displayed on the balance-sheet boleto. The integrator can define, through the appropriate attributes, the number of columns (up to 4), lines, texts, and values that will be shown on the boleto. In summary, the integrator works with a table built in HTML but in JSON format.

POST /v1/charge/:id/balance-sheet
Requires activation of the Billing API in your application


Request

{
"title": "Balancete Demonstrativo - Periodo 25/06/2018 a 25/07/2018",
"body": [{
"header": "Demonstrativo de Consumo",
"tables": [{
"rows": [[{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Despesa de condomínio:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Total lançado",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "bold",
"text": "Rateio",
"colspan": 1
}],
[{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Vigilância Contratado:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 300,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 75,00",
"colspan": 1
}],
[{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Zeladoria Contratado:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 130,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 32,00",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Jardinagem:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 80,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 20,00",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Tarifa Bancária:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 10,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 2,50",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Despesa condomínio:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 800,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 320,00",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Reforma de prédio:",
"colspan": 2
},
{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 350,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "normal",
"text": "R$ 140,00",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Investimentos:",
"colspan": 1
},
{
"align": "center",
"color": "#000000",
"style": "bold",
"text": "Total:",
"colspan": 1
},
{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "R$ 1320,00",
"colspan": 1
},
{
"align": "right",
"color": "#000000",
"style": "bold",
"text": "R$ 450,00",
"colspan": 1
}], [{
"align": "center",
"color": "#000000",
"style": "bold",
"text": " ",
"colspan": 1
},{
"align": "center",
"color": "#000000",
"style": "bold",
"text": "Total:",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "R$ 350,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "R$ 140,00",
"colspan": 1
}]]
},
{
"rows": [[{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Despesas de Consumo",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de gás:",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Data: 25/11/2017",
"colspan": 3
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Anterior",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Atual Consumo",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "g/l",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "Total",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "49,000000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "63,000000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "14,000000",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "R$ 53,50",
"colspan": 1
}]]
},
{
"rows": [[{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de água:",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Data: 25/11/2017",
"colspan": 3
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Anterior",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Atual Consumo",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "m³",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "Total",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "112,500000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "114,900000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "2,400000",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "R$ 43,00",
"colspan": 1
}]]
},
{
"rows": [[{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de esgoto:",
"colspan": 1
},
{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Data: 25/11/2017",
"colspan": 3
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Anterior",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Atual Consumo",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "m³",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "Total",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "0,000000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "0,000000",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "0,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "R$ 34,40",
"colspan": 1
}]]
}, {
"rows": [[{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "Resumo do rateio",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Despesas de condomínio",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 450,00",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Investimento",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 140,00",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Fundo de reserva 10%",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 79,59",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de gás",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 53,50",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de água",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 43,00",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Leitura de esgoto",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 34,40",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Garagens",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 5,00",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Taxa de administradora",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 25,00",
"colspan": 2
}], [{
"align": "right",
"color": "#DC143C",
"style": "bold",
"text": "Total geral:",
"colspan": 2
}, {
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "R$ 823,49",
"colspan": 2
}]]
}]
},
{
"header": "Balancete Geral",
"tables": [{
"rows": [[{
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "RECEITAS",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "RECEITAS DE CONDOMÍNIO",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "bold",
"text": "R$ 2.090,12",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "100,00%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Taxa de Condominio",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 1.030,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "49,28%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Investimentos",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 280,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "13,40%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Gás",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 50,73",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "2,43%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Garagens",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 23,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "1,10%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Reserva Técnica",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 183,19",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "8,67%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Água",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 249,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "11,91%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Esgoto",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 199,20",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "9,53%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Taxa Administradora",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 75,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "3,59%",
"colspan": 1
}]] }, {
"rows": [[{
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "DESPESAS",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "DESPESAS DE CONDOMÍNIO",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "bold",
"text": "R$ 1.670,12",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "100,00%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "DESPESAS DE AQUISIÇÕES",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Despesas de condomínio",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 800,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "47,90%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Reformas do prédio",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 350,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "20,96%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": " ",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "bold",
"text": "R$ 1.150,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "68,86%",
"colspan": 1
}]] } , {
"rows": [[{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "DESPESAS COM SERVIÇOS",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Vigilância Contratado",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 300,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "17,96%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Zeladoria Contratado",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 130,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "7,78%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Serviço de Jardinagem",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 80,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "4,79%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": " ",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "bold",
"text": "R$ 510,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "30,54%",
"colspan": 1
}]]} , {
"rows": [[{
"align": "left",
"color": "#000000",
"style": "bold",
"text": "DESPESAS BANCÁRIAS",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Tarifa Bancária",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "normal",
"text": "R$ 10,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "0,60%",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": " ",
"colspan": 2
}, {
"align": "center",
"color": "#000000",
"style": "bold",
"text": "R$ 10,00",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "bold",
"text": "0,60%",
"colspan": 1
}]] } , {
"rows": [[{
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "Resumo de Prestação de Contas",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "RECEITAS",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 2.090,12",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "DESPESAS",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "R$ 1.670,00",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": " ",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "(Receitas - Despesas)R$ 420,12",
"colspan": 2
}]]} , {
"rows": [[{
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "Resumo de Saldos",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Conta",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Saldo Anterior",
"colspan": 1
},{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Entradas Saídas",
"colspan": 1
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "Saldo Atual",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "BANCOS",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "21.816,28",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "2.090,12 1670,00",
"colspan": 2
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "22.236,40",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Banco do Brasil",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "21.816,28",
"colspan": 1
}, {
"align": "left",
"color": "#000000",
"style": "normal",
"text": "2.090,12 1670,00",
"colspan": 2
}, {
"align": "right",
"color": "#000000",
"style": "normal",
"text": "22.236,40",
"colspan": 2
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": " ",
"colspan": 2
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "(Bancos + Caixa)R$ 22.236,40",
"colspan": 2
}]] } , {
"rows": [[{
"align": "left",
"color": "#DC143C",
"style": "bold",
"text": "Contas a Receber",
"colspan": 4
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Contas a Receber até 30/09/2017",
"colspan": 3
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "R$ 2.271,27",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Contas a Receber no Período de 01/10/17 até 30/10/2017",
"colspan": 3
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "R$ 549,31",
"colspan": 1
}], [{
"align": "left",
"color": "#000000",
"style": "normal",
"text": "Total de Contas a Receber",
"colspan": 3
}, {
"align": "left",
"color": "#000000",
"style": "bold",
"text": "R$ 2.820,58",
"colspan": 1
}]]
}]
}]
}

Responses

As a result of consuming the boleto balancete code, you can see an example of a balance sheet layout, as shown in the image:

banner


Important!

The information contained in the balance sheet is not used by Efí. We receive the content of the request from your system/application and only assemble the cobrança the way the integrator expects, following the example layout above. In other words, Efí does not validate the information or perform calculations on the balance sheet; it only processes and organizes the data within the layout specified by your request to the route POST /charge/:id/balance-sheet.


Important!
The requests to the balance sheet endpoint must not exceed 300 KB (request body).

Marking a specific transaction as paid (manual settlement)

Sometimes, customers pay invoices in other ways, such as with cash or bank transfer. In the Efí account, it is only possible to manually confirm payments made by boleto or installment payment. Payments made through payment links, even if paid by boleto, cannot be manually confirmed.

Important!
When a transaction is marked as paid, no payment value is returned via API. Discounts, fines, and interest will not be applied automatically.

Here are two ways to manually confirm payment for an invoice in Efí:

1. Through the Efí dashboard:

  • Log in to your Efí account;
  • Access the "Receber" menu, then "Gestão de cobranças";
  • Select the "Boletos" option;
  • Choose the invoice you want to confirm;
  • Then, click on the blue "Marcar como pago" button.

This operation does not incur any fees.

Note
It is not possible to manually confirm payment for invoices that have been canceled.

2. Via API request:

Only transactions with the status waiting or unpaid can be manually confirmed. There are two endpoints responsible for manual payment confirmations:

  • settleCharge: allows marking a specific transaction as paid (manual settlement);
  • settleCarnetParcel: allows marking a specific installment of a carnê as paid (manual settlement).
Note

Payment confirmations can be:

  • Automatic Confirmations: this is the default mechanism offered by the API through the notification URL. In other words, we send a POST to your notification URL as soon as there is a change in the transaction status, your system receives this information and performs the necessary actions for which it was designed. In this case, the status paid will be contained in the notification we send. Therefore, the transaction status will be paid.
  • Manual Confirmations: represented by the settleCharge and settleCarnetParcel endpoints. This is when the payment was made through alternative payment methods (e.g., cash payment), and the integrator manually confirmed it through the Efí dashboard, via API request, or through their own management system. In this case, the transaction status will be settled.

  • Marking a specific transaction as paid

    Allows marking a specific transaction as paid (manual settlement).

    To mark a transaction as paid (manual settlement), you should send a PUT request to the route /v1/charge/:id/settle.

    PUT /v1/charge/:id/settle
    Requires activation of the Billing API in your application


    Request

    Input parameter: enter the "charge_id" of the desired transaction

    Responses

    The responses below represent consumption Success(201).

    {
    "code": 200 // HTTP return "200" stating that the request was successful
    }

    Attention!
    Transactions marked as paid do not generate financial movements in an Efí account, as the financial flow does not occur under Efí's control.