# Finance: overview

_What the Finance & Billing area of TecPet is: where you track your customers' invoices, settle payments and understand each invoice in detail._

> **💡 Tip**
>
> Start your day on the **Billing** screen: filter by **Overdue** invoices and use the **WhatsApp** button to remind the customer. Charging early is the fastest way to get paid and **cut down on late payments**.

**Finance & Billing** is the area of TecPet where your **business's money** gets organized. Almost everything you do in the system turns into an **invoice**: a completed appointment, a counter sale, the purchase of a plan or package. All those invoices come together in one place — the **Billing** screen — so you can see what's open, what's been paid and what's overdue.

This is where you **settle payments**, **send the charge over WhatsApp**, **print** and **reverse** a payment entered by mistake. This section gathers the articles that explain how to track that list day to day and how to read an invoice in detail.

## In this section

- [**Track billing**](/en/operacao/financeiro/cobrancas/) — the screen that holds **all your invoices**: how to filter, settle a payment, pay several at once, send/print in bulk and reverse.
- [**The invoice in detail**](/en/operacao/financeiro/a-fatura-por-dentro/) — what you see and do when you **open an invoice**: items, discounts, note, totals, status and the footer buttons (including how to create a **standalone sale**).

## Invoice types

Every invoice has a **Type** that shows where it came from:
- **Appointment** — generated by a completed appointment (tied to it);
- **Plan/Package** — related to buying or using a plan;
- **Standalone** — a charge created manually, without an appointment (a product sale, for example);
- **Voucher** — related to a voucher/credit.

The type affects what you can edit inside the invoice — see the details in [The invoice in detail](/en/operacao/financeiro/a-fatura-por-dentro/).

## What changes with your system (ERP)

If your store uses an integrated management system (ERP), the **Billing** screen gains an **ERP Items** column showing each invoice's fiscal/financial status in the ERP's wording. In those stores, each invoice is paid **one by one** (batch payment doesn't appear) to keep the items in sync with the external system. Without an ERP, settling simply marks the invoice as **paid** in TecPet. See how invoices turn into fiscal notes in [What integrations are](/en/configuracao/integracoes/o-que-sao-integracoes/).

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_feature: financeiro-overview · atualizado em 2026-06-11 · fonte: https://help.tec.pet/en/operacao/financeiro/visao-geral/ — TecPet Central de Ajuda_