确认 boletim de medição 并开具本期发票

Record the contract, its the contract payment terms under Lei 14.133 payment regime and the dates it turns on, so every later step reads the same terms instead of somebody's memory of them.

原因: A payment regime that lives in a PDF nobody opens is a regime that gets applied differently by each person who applies it. Registered once, the deadlines below are computed rather than argued about.

Record what was executed against each item da planilha for the period as a percentage of its contract quantity. The earned quantity follows from that percentage and the design quantity, and the earned amount from the same percentage and the position total, so one honest number per line produces the whole valuation.

原因: A boletim de medicao built from a single project percentage cannot be checked and therefore cannot be approved without a conversation. Measured line by line, the disagreement is about one item da planilha rather than about the whole month, and the rest of the money moves while that one is settled.

Read the valuation back against the bill and check the rates it used are the contract rates. Where an item da planilha has been measured past the quantity the contract carries, deal with it as a change to the position with an order behind it rather than as a larger figure on the same line.

原因: A termo aditivo certified quietly is one the client can refuse at the final account, months after the work was built and paid for down the chain. Raising it as a change while it is small is the only version of that conversation where you are not asking to be paid for work already done. Quantity measured beyond what the contract carries has to become a termo aditivo before it is measured, not after it is paid. A public body that pays for it the other way round is asking its own audit to find the difference.

Route the boletim de medicao to the fiscal do contrato, and to whoever the contract adds after them. Keep the approval date, because the nota fiscal follows the approval and the payment clock runs from there, so an approval that slips moves everything behind it.

原因: Approval sitting in an inbox is the most common reason a payment is late, and it is invisible while it is happening because nobody has refused anything. A route with a date on each hop turns that into a question with an owner instead of a monthly complaint.

Raise the nota fiscal against the approved boletim de medicao, carrying retencao contratual and any deduction the contract provides for, and reference the boletim de medicao on it. Reference the attested boletim on the nota fiscal itself. The accounts match the two by that reference, and an invoice carrying no reference is one a clerk has to chase somebody to explain.

原因: A demand for a figure nobody approved is one that will be returned, and the clock does not start on a returned document. Matching it to the boletim de medicao also means the accounts and the valuation tell the same story at year end without anybody reconciling them by hand.

Put the approved figure next to the figure you asked for and carry the difference forward. What is unpaid, and how long it has been unpaid, belongs in the accounts as a number rather than in a conversation.

原因: The gap between applied and certified is the health of the commercial relationship expressed as money, and it is only visible if somebody puts the two numbers side by side every period. Cumulatively it is also the single best predictor of a final account fight.