{"id":906,"date":"2018-02-06T12:33:39","date_gmt":"2018-02-06T12:33:39","guid":{"rendered":"http:\/\/primam.com.br\/primamhelp\/?page_id=906"},"modified":"2025-09-01T15:37:43","modified_gmt":"2025-09-01T18:37:43","slug":"contas-a-receber","status":"publish","type":"page","link":"https:\/\/primam.com.br\/primamhelp\/contas-a-receber\/","title":{"rendered":"Contas a Receber"},"content":{"rendered":"<h2 style=\"text-align: center;\">Contas a Receber (CR)<\/h2>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-908 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber.png\" alt=\"\" width=\"224\" height=\"73\" \/><\/span><\/p>\n<p>O m\u00f3dulo do Contas a Receber oferece ao usu\u00e1rio um extenso rol de op\u00e7\u00f5es para o Controle Financeiro da Empresa<\/p>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Par\u00e2metros para Consulta de Contas a Receber (CR)<\/span><\/h4>\n<h4 style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6720\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-a-Receber.png\" alt=\"\" width=\"640\" height=\"562\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-a-Receber.png 727w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-a-Receber-300x263.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-a-Receber-50x44.png 50w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/h4>\n<p>Utilize os Atalhos para agilizar a sele\u00e7\u00e3o das op\u00e7\u00f5es dispon\u00edveis. Os Atalhos ir\u00e3o setar op\u00e7\u00f5es que poder\u00e3o ser alteradas aleatoriamente.<\/p>\n<p>&#8211; <span style=\"font-size: 14pt;\"><strong>Em Atraso:<\/strong><\/span> Ser\u00e1 selecionado o Per\u00edodo do in\u00edcio do ano corrente at\u00e9 um dia anterior a data atual, t\u00edtulos com vencimento ou programa\u00e7\u00e3o no per\u00edodo a Receber, Prorrogados, Liquida\u00e7\u00e3o Pendente.<\/p>\n<p><span style=\"font-size: 14pt;\">&#8211; <\/span><strong><span style=\"font-size: 14pt;\">A Receber<\/span>:<\/strong> Ser\u00e1 selecionado o Per\u00edodo do m\u00eas corrente, t\u00edtulos com vencimento ou programa\u00e7\u00e3o no per\u00edodo a Receber, Prorrogados, Liquida\u00e7\u00e3o Pendente.<\/p>\n<p><span style=\"font-size: 14pt;\">&#8211; <strong>Recebidos Semana:<\/strong><\/span> Ser\u00e1 selecionado como Per\u00edodo a semana corrente, t\u00edtulos Recebidos.<\/p>\n<p><span style=\"font-size: 14pt;\">&#8211; <strong>Recebidos M\u00eas:<\/strong><\/span> Ser\u00e1 selecionado como Per\u00edodo o m\u00eas corrente, t\u00edtulos Recebidos.<\/p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Per\u00edodo:<\/strong>\u00a0Parametrizar o in\u00edcio e t\u00e9rmino;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Selecionar por:<\/strong> O usu\u00e1rio pode pesquisar dentro do per\u00edodo defendido por: Emiss\u00e3o, Vencimento, Programa\u00e7\u00e3o, Recebimento, Cancelamento (podem ser marcados mais de uma op\u00e7\u00e3o), Ultima Movimenta\u00e7\u00e3o.<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Situa\u00e7\u00e3o:<\/strong> O usu\u00e1rio pode pesquisar pelos status de Situa\u00e7\u00e3o: Todos, A Receber, Prorrogado, Recebido, Liquida\u00e7\u00e3o Pendente, Agrupado, Desdobrado ou Todos (podem ser marcados mais de uma op\u00e7\u00e3o), Receb\u00edveis.<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Forma de Pagamento:<\/strong>\u00a0O usu\u00e1rio pode adiciona a pesquisa uma forma de pagamento utilizada: Dinheiro, Cheque, Cart\u00e3o Debito, Cart\u00e3o Cr\u00e9dito, Boleto, Credi\u00e1rio, Deposito ou Todos;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Carteira:<\/strong> O usu\u00e1rio pode pesquisar pelos status de Carteira especifico:Pendentes, Protestado, Cheque na Loja, Devolvidos, Em Transito, Reapresentados ou Todos;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Considerar Cancelados:<\/strong>\u00a0Adiciona os documentos que foram cancelados;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Ap\u00f3s parametriza\u00e7\u00f5es:<\/strong>\u00a0Clicar em Confirmar\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>\u00a0, para efetuar a consulta.<\/span><\/li>\n<\/ul>\n<h3 style=\"text-align: center;\">O Menu dispon\u00edvel oferece uma variada gama de op\u00e7\u00f5es para\u00a0 <a href=\"https:\/\/primam.com.br\/primamhelp\/cr-movimentacao\/\">movimenta\u00e7\u00f5es<\/a>:<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6785\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber.png\" alt=\"\" width=\"1063\" height=\"147\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber.png 1063w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-300x41.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-1024x142.png 1024w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-768x106.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-50x7.png 50w\" sizes=\"auto, (max-width: 1063px) 100vw, 1063px\" \/><\/p>\n<ul>\n<li>Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-862\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-novo.png\" alt=\"\" width=\"34\" height=\"34\" \/> para Incluir novo Documento.<\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-319\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot%C3%A3o-editar.png\" alt=\"\" width=\"46\" height=\"40\" \/> para altera\u00e7\u00e3o das informa\u00e7\u00f5es;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-430\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/botao-visualizar.png\" alt=\"\" width=\"36\" height=\"40\" \/>\u00a0para visualizar o documento selecionado;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-464\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot%C3%A3o-excluir.png\" alt=\"\" width=\"36\" height=\"40\" \/> para cancelar o documento selecionado. (N\u00e3o h\u00e1 exclus\u00e3o de documentos da Base somente altera\u00e7\u00e3o status);<\/span><\/li>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1874\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/05\/bot\u00e3o-altera\u00e7\u00e3o.png\" alt=\"\" width=\"45\" height=\"37\" \/> para acessar os Par\u00e2metros de Pesquisa;<\/li>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2413\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/botao-impressora.png\" alt=\"\" width=\"43\" height=\"41\" \/> para o <strong>Menu de Impress\u00e3o<\/strong>;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6788 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp.png\" alt=\"\" width=\"440\" height=\"337\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp.png 440w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp-300x230.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp-50x38.png 50w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/p>\n<ul>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1810\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/05\/botaoval.png\" alt=\"\" width=\"26\" height=\"41\" \/> para<a href=\"https:\/\/primam.com.br\/primamhelp\/cr-baixa-faturas\/\"> <strong>Baixar Fatura<\/strong>, <strong>Liquida\u00e7\u00e3o Pendente<\/strong>, <strong>Gerar Recebimento<\/strong>, <strong>Negociar em Lote<\/strong><\/a><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6790 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_bx.png\" alt=\"\" width=\"276\" height=\"196\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_bx.png 276w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_bx-50x36.png 50w\" sizes=\"auto, (max-width: 276px) 100vw, 276px\" \/><\/p>\n<ul>\n<li>Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2697\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2020\/10\/botao_engrenagem.jpg\" alt=\"\" width=\"47\" height=\"36\" \/> para<a href=\"https:\/\/primam.com.br\/primamhelp\/wp-admin\/post.php?post=6818&amp;action=edit\"><strong> Gerar Notas Fiscais de Servi\u00e7o<\/strong><\/a> a partir de um Recebimento.<\/li>\n<li>Copiar Contas a Receber\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-767\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/01\/bot\u00e3o-copiar.png\" alt=\"\" width=\"27\" height=\"34\" \/><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\">Copiar Conta a Receber<\/h4>\n<ul>\n<li>Selecione o(s) documento(s) desejado(s) <em>;<\/em><\/li>\n<li>Clique no Bot\u00e3o Copiar Conta(s) a Receber\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-767\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/01\/bot\u00e3o-copiar.png\" alt=\"\" width=\"14\" height=\"18\" \/>\u00a0;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-940 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber7.png\" alt=\"\" width=\"423\" height=\"161\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber7.png 423w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber7-300x114.png 300w\" sizes=\"auto, (max-width: 423px) 100vw, 423px\" \/><em>Preencha as novas datas e Clique no Bot\u00e3o Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/p>\n<p><em>Preencha os dados , clique em &#8220;Simular&#8221; para\u00a0gerar as parcelas. Fa\u00e7a a conferencia das mesmas e Clique em Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/p>\n<ul>\n<li><a href=\"https:\/\/primam.com.br\/primamhelp\/cr-gerar-parcelamento\/\"><strong>Gera\u00e7\u00e3o de T\u00edtulos Automatizada Parcelamento\u00a0<\/strong><\/a> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-327\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot\u00e3o-pedido.png\" alt=\"\" width=\"53\" height=\"51\" \/><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14pt;\">Novo Contas a Receber<\/span><\/h4>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Clique no Bot\u00e3o Incluir<\/strong>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-862\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-novo.png\" alt=\"\" width=\"37\" height=\"37\" \/>, para incluir uma nova conta a receber. Campos assinalados com &#8221; <span style=\"font-size: 14pt;\"><strong>* <\/strong><\/span>&#8221; s\u00e3o campos obrigat\u00f3rios.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-6722 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1.png\" alt=\"\" width=\"678\" height=\"532\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1.png 819w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-300x236.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-768x603.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-50x39.png 50w\" sizes=\"auto, (max-width: 678px) 100vw, 678px\" \/><\/p>\n<p>Na Aba Cobran\u00e7as teremos informa\u00e7\u00f5es sobre o endere\u00e7o para envio da Cobran\u00e7a, que poder\u00e1 ser diferente do endere\u00e7o da Venda.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6723 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2.png\" alt=\"\" width=\"763\" height=\"251\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2.png 818w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-300x99.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-768x253.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-50x16.png 50w\" sizes=\"auto, (max-width: 763px) 100vw, 763px\" \/><\/p>\n<p>Podemos integrar o Contas a Receber com opera\u00e7\u00f5es Cont\u00e1beis<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6724 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3.png\" alt=\"\" width=\"755\" height=\"312\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3.png 823w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-300x124.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-768x317.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-50x21.png 50w\" sizes=\"auto, (max-width: 755px) 100vw, 755px\" \/><\/p>\n<p>Clique no \u00edcone\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1326\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/09\/botao_hist_cliente.png\" alt=\"\" width=\"44\" height=\"37\" \/> para An\u00e1lise do Hist\u00f3rico do Cliente.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6725 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4.png\" alt=\"\" width=\"768\" height=\"380\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4.png 976w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-300x148.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-768x380.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-50x25.png 50w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Ap\u00f3s os lan\u00e7amento dos dados clique no Bot\u00e3o Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/span><\/p>\n<h3 style=\"text-align: center;\"><span style=\"color: #ff0000;\">Altera\u00e7\u00e3o Data Vencimento<\/span><\/h3>\n<p><em><span style=\"color: #ff0000;\">Aten\u00e7\u00e3o: Visando manter a integridade dos Dados Iniciais do Documento, a Data de Vencimento do T\u00edtulo n\u00e3o ser\u00e1 alterada ap\u00f3s a Confirma\u00e7\u00e3o, permitindo a qualquer momento de uma nova negocia\u00e7\u00e3o validar o vencimento inicial. Caso haja necessidade de uma Reprograma\u00e7\u00e3o dos vencimentos das Parcelas o Campo Programa\u00e7\u00e3o dever\u00e1 ser utilizado e poder\u00e1 ser alterado quantas vezes for necess\u00e1rio. <\/span><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3974 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber.png\" alt=\"\" width=\"787\" height=\"240\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber.png 787w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-300x91.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-768x234.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-50x15.png 50w\" sizes=\"auto, (max-width: 787px) 100vw, 787px\" \/><\/p>\n<p><span style=\"color: #ff0000;\"><em>Vale a pena salientar que todos os relat\u00f3rios ter\u00e3o como base o Campo Programa\u00e7\u00e3o caso o mesmo esteja preenchido para valida\u00e7\u00e3o do Vencimento do T\u00edtulo.<\/em><\/span><\/p>\n<h2 style=\"text-align: center;\"><span style=\"font-size: 14pt;\">Sistema \u00c1gil de Inclus\u00e3o de T\u00edtulos &#8211;\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6179\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2024\/10\/Botao_Super.png\" alt=\"\" width=\"55\" height=\"67\" \/>\u00a0<\/span><\/h2>\n<p>Informe uma data de vencimento, valor e o c\u00f3digo do cliente. Os T\u00edtulos ser\u00e3o relacionados na grid abaixo e automaticamente lan\u00e7ados no Contas a Receber. Caso haja necessidade de altera\u00e7\u00f5es, consulte os mesmos e os altere na tela principal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6727 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_5.png\" alt=\"\" width=\"741\" height=\"348\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_5.png 860w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_5-300x141.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_5-768x361.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_5-50x23.png 50w\" sizes=\"auto, (max-width: 741px) 100vw, 741px\" \/><\/p>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><span style=\"font-size: 14pt;\">Impress\u00e3o<\/span> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2413\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/botao-impressora.png\" alt=\"\" width=\"34\" height=\"32\" \/><\/span><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2414 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-Receber-Impressao.png\" alt=\"\" width=\"373\" height=\"296\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-Receber-Impressao.png 373w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-Receber-Impressao-300x238.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-Receber-Impressao-50x40.png 50w\" sizes=\"auto, (max-width: 373px) 100vw, 373px\" \/><\/p>\n<p>Clicando-se no bot\u00e3o impress\u00e3o<span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2413\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/botao-impressora.png\" alt=\"\" width=\"34\" height=\"32\" \/> teremos op\u00e7\u00f5es de relat\u00f3rios com o conte\u00fado da grade, Relat\u00f3rios Personalizados, Impress\u00e3o de Recibo do Contas a Receber, Impress\u00e3o de Duplicata Mercantil e Impress\u00e3o de Notifica\u00e7\u00e3o de Cobran\u00e7a.<\/span><\/p>\n<p>A Notifica\u00e7\u00e3o de cobran\u00e7a ser\u00e1 gravada em uma pasta para envio ao cliente por wats up<\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Preencha a data de pagamento e se possuir cadastrado, os dados da Conta Banc\u00e1ria. Clique no Bot\u00e3o Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/span><\/p>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Bot\u00e3o Agrupamento de T\u00edtulos\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-947\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-agrupamento.png\" alt=\"\" width=\"24\" height=\"24\" \/><\/strong><\/span><\/h4>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Fun\u00e7\u00e3o utilizada para gerar uma nova fatura a partir do agrupamento de <strong>dois ou mais t\u00edtulos<\/strong>.<\/em><\/span><\/p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Todos os t\u00edtulos dever ser do mesmo cliente;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Os t\u00edtulos devem estar com situa\u00e7\u00e3o &#8220;A Receber&#8221; ou &#8220;Prorrogado&#8221;;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Os t\u00edtulos n\u00e3o podem estar associados em uma Nota Fiscal.<\/span><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Bot\u00e3o Desdobramento de T\u00edtulos<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-948\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-desdobramento.png\" alt=\"\" width=\"24\" height=\"24\" \/><\/strong><\/span><\/h4>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Fun\u00e7\u00e3o utilizada para gerar duas os mais parcelas a partir de um t\u00edtulos.\u00a0<\/em>O t\u00edtulo devem estar com situa\u00e7\u00e3o &#8220;<strong>A Receber<\/strong>&#8221; ou &#8220;<strong>Prorrogado<\/strong>&#8220;;<\/span><\/p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Selecione o documento desejado\u00a0<em>;<\/em><\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o Desdobramento\u00a0<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-948\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-desdobramento.png\" alt=\"\" width=\"24\" height=\"24\" \/><\/strong>\u00a0;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o Simula\u00e7\u00e3o de Desdobramento\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-951\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-calc.png\" alt=\"\" width=\"17\" height=\"19\" \/>;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Lance o parcelamento;<\/span><\/li>\n<\/ul>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-952 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9.png\" alt=\"\" width=\"779\" height=\"121\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9.png 779w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9-300x47.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9-768x119.png 768w\" sizes=\"auto, (max-width: 779px) 100vw, 779px\" \/><em> Fa\u00e7a a conferencia das novas parcelas e Clique em Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/span><\/p>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><strong> Bot\u00e3o Gerar Recebimento\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-950\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-receb.png\" alt=\"\" width=\"24\" height=\"18\" \/><\/strong><\/span><\/h4>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Fun\u00e7\u00e3o utilizada para gerar um recebimento do(s) t\u00edtulo(s) selecionados. <\/em><\/span><\/p>\n<ul>\n<li style=\"text-align: left;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Somente para t\u00edtulos com situa\u00e7\u00e3o &#8220;A Receber &#8221; e &#8220;Prorrogado&#8221;;<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Os Recebimentos\u00a0efetuados\u00a0apareceram na movimenta\u00e7\u00e3o do caixa;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Essa op\u00e7\u00e3o \u00e9 um facilitador do: Aba Financeiro, op\u00e7\u00e3o &#8220;Recebimento&#8221;.<\/span><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Fun\u00e7\u00f5es Bancaria<\/span><br \/>\n<span style=\"font-family: arial, helvetica, sans-serif;\"> Bot\u00e3o Gerar Boleto\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-491\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot\u00e3o-boleto.png\" alt=\"\" width=\"21\" height=\"18\" \/><\/span><\/h4>\n<ul>\n<li style=\"text-align: left;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Somente para t\u00edtulos com situa\u00e7\u00e3o &#8220;A Receber &#8221; e &#8220;Prorrogado&#8221;;<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Os boletos apenas ser\u00e3o gerados ap\u00f3s parametriza\u00e7\u00e3o dos dados na &#8220;Empresa Emitente&#8221; ou utilizam m\u00f3dulo de cobran\u00e7a de m\u00faltiplos bancos;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Para enviar o boleto para o cliente, verificar se a aba &#8220;SMTP\/POP&#8221; em Empresa Emitente est\u00e1 parametrizada.<\/span><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Bot\u00e3o Gerar Arquivo de Remessa\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-961\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-remessa.png\" alt=\"\" width=\"18\" height=\"18\" \/><\/span><\/h4>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Somente para t\u00edtulos com situa\u00e7\u00e3o &#8220;A Receber &#8221; e &#8220;Prorrogado&#8221; e que contenham o &#8220;Nosso N\u00famero&#8221; ( Gerado pela fun\u00e7\u00e3o Boleto);<\/em><\/span><\/p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Selecione o(s) documento(s) desejado(s);<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o Gerar Arquivo de Remessa\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-961\" style=\"text-align: center;\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-remessa.png\" alt=\"\" width=\"18\" height=\"18\" \/>;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Escolha o local onde ser\u00e1 salvo o arquivo de remessa e pressione o bot\u00e3o &#8220;OK&#8221;.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-963 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber10.png\" alt=\"\" width=\"429\" height=\"285\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber10.png 429w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber10-300x199.png 300w\" sizes=\"auto, (max-width: 429px) 100vw, 429px\" \/><\/span><\/p>\n<p><span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-964 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber11.png\" alt=\"\" width=\"358\" height=\"158\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber11.png 358w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber11-300x132.png 300w\" sizes=\"auto, (max-width: 358px) 100vw, 358px\" \/><\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Ap\u00f3s salvar o arquivo de remessa, o sistema liberar\u00e1 a impressa do border\u00f4,\u00a0 pressione o bot\u00e3o &#8220;OK&#8221; para imprimir o arquivo. <em>(o border\u00f4 apenas \u00e9 impresso nesse momento, n\u00e3o existe op\u00e7\u00e3o de 2\u00aa via)<\/em><\/span><\/p>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Importa\u00e7\u00e3o do Arquivo de Retorno\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-962\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-retorno.png\" alt=\"\" width=\"24\" height=\"22\" \/><\/span><\/h4>\n<p style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\"><em>Fun\u00e7\u00e3o utilizada para importar o retorno do banco em rela\u00e7\u00e3o as remessas enviadas<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-969\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber12.png\" alt=\"\" width=\"860\" height=\"246\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber12.png 860w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber12-300x86.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber12-768x220.png 768w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><br \/>\n<\/em><\/span><\/p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o Importar Arquivo de Retorno\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-962\" style=\"text-align: center;\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-retorno.png\" alt=\"\" width=\"20\" height=\"18\" \/>;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-970\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-selecionar.png\" alt=\"\" width=\"13\" height=\"12\" \/>\u00a0e selecione o arquivo desejado;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Em seguida clique no Bot\u00e3o Importar Arquivos\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-962\" style=\"text-align: center;\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-retorno.png\" alt=\"\" width=\"20\" height=\"18\" \/>\u00a0;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Importados &#8211; Recebimentos Efetuados: <\/strong>Aba de verifica\u00e7\u00e3o dos t\u00edtulos efetivados;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Importados &#8211; Recebimentos Agendados:<\/strong>\u00a0Aba de verifica\u00e7\u00e3o dos t\u00edtulos registrados;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\"><strong>Importados &#8211; Ocorr\u00eancias:\u00a0<\/strong>Aba de verifica\u00e7\u00e3o dos t\u00edtulos com ocorr\u00eancia bancaria;<\/span><\/li>\n<li><span style=\"font-family: arial, helvetica, sans-serif;\">Clique em confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para finalizar a importa\u00e7\u00e3o.<\/span><\/li>\n<\/ul>\n<h4 style=\"text-align: center;\"><span style=\"font-family: arial, helvetica, sans-serif;\">Envio de e-mail <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-500\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot\u00e3o-email.png\" alt=\"\" width=\"25\" height=\"22\" \/><\/span><\/h4>\n<p>Esta op\u00e7\u00e3o possibilita ao usu\u00e1rio enviar mail para o Cliente do Boleto de Cobran\u00e7a ou de e-mails programados atrav\u00e9s de <a href=\"https:\/\/primam.com.br\/primamhelp\/layout\/\">Formul\u00e1rios de Layout<\/a>.<\/p>\n<p>Inicialmente selecione os t\u00edtulos a serem enviados. Clique no bot\u00e3o de envio de mail <span style=\"font-family: arial, helvetica, sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-500\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot\u00e3o-email.png\" alt=\"\" width=\"25\" height=\"22\" \/> e selecione uma das op\u00e7\u00f5es de layouts.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2411 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-a-REceber-envio-mail.png\" alt=\"\" width=\"303\" height=\"139\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-a-REceber-envio-mail.png 303w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-a-REceber-envio-mail-300x138.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/Contas-a-REceber-envio-mail-50x23.png 50w\" sizes=\"auto, (max-width: 303px) 100vw, 303px\" \/><\/p>\n<p>Ao clicar no Tipo de Layout ser\u00e1 enviado um mail para todos os itens selecionados.<\/p>\n<p><strong>Simula\u00e7\u00e3o de Juros e mora di\u00e1ria<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3807 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros.jpg\" alt=\"\" width=\"739\" height=\"318\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros.jpg 790w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros-300x129.jpg 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros-768x331.jpg 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros-50x22.jpg 50w\" sizes=\"auto, (max-width: 739px) 100vw, 739px\" \/><\/p>\n<p>Vamos tomar como exemplo um t\u00edtulo que teve vencimento em 16\/06\/22. Clique na op\u00e7\u00e3o Simula\u00e7\u00e3o <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-950\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-receb.png\" alt=\"\" width=\"24\" height=\"18\" \/> ou tecle F3.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3808 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_1.jpg\" alt=\"\" width=\"421\" height=\"369\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_1.jpg 421w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_1-300x263.jpg 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_1-50x44.jpg 50w\" sizes=\"auto, (max-width: 421px) 100vw, 421px\" \/><\/p>\n<p>Ser\u00e1 apresentado o Valor do t\u00edtulo, os Juros e a Mora di\u00e1ria baseados nas informa\u00e7\u00f5es configuradas dentro do Cadastro da Empresa Emitente aba Contas a Receber\/Boletos- Simula\u00e7\u00e3o.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3809 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_2.jpg\" alt=\"\" width=\"382\" height=\"330\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_2.jpg 382w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_2-300x259.jpg 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_2-50x43.jpg 50w\" sizes=\"auto, (max-width: 382px) 100vw, 382px\" \/><\/p>\n<p>Poder\u00e1 ainda dar descontos ou alterar a data de reprograma\u00e7\u00e3o do t\u00edtulo. Clique em Confirmar <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"24\" height=\"24\" \/>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3811 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_3.jpg\" alt=\"\" width=\"724\" height=\"322\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_3.jpg 794w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_3-300x133.jpg 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_3-768x341.jpg 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/08\/Juros_3-50x22.jpg 50w\" sizes=\"auto, (max-width: 724px) 100vw, 724px\" \/><\/p>\n<p>As informa\u00e7\u00f5es ser\u00e3o gravadas no Financeiro com os novos valores.<\/p>\n<h4 style=\"text-align: center;\"><strong><span style=\"font-size: 14pt;\">Bloquear Clientes em Atraso\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6735\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Botao_Cliente.png\" alt=\"\" width=\"54\" height=\"48\" \/><\/span><\/strong><\/h4>\n<p><em>Selecione um <strong>t\u00edtulo em atraso<\/strong> e clique no \u00edcone <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6735\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Botao_Cliente.png\" alt=\"\" width=\"36\" height=\"32\" \/>.\u00a0 Ser\u00e1 apresentada uma tela com os dados do Cliente. Clique em Confirmar\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"24\" height=\"24\" \/> para Bloque\u00e1-lo.<\/em><\/p>\n<h2 style=\"text-align: center;\">RECEB\u00cdVEIS<\/h2>\n<p>Caso um t\u00edtulo seja baixado com a op\u00e7\u00e3o de <a href=\"https:\/\/primam.com.br\/primamhelp\/recebimento\/\">Recebimento de T\u00edtulos em Carteira<\/a>\u00a0 para pagamentos em Receb\u00edveis, Cheques, Cart\u00e3o, PIX os T\u00edtulos no Contas a Receber estar\u00e3o com a Situa\u00e7\u00e3o Receb\u00edveis, informando que os dados do Pagamento se encontram na Administra\u00e7\u00e3o de Cart\u00f5es, Cheques ou Pagamentos Eletr\u00f4nicos.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6733 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_9.png\" alt=\"\" width=\"723\" height=\"240\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_9.png 723w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_9-300x100.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_9-50x17.png 50w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contas a Receber (CR) O m\u00f3dulo do Contas a Receber oferece ao usu\u00e1rio um extenso rol de op\u00e7\u00f5es para o Controle Financeiro da Empresa Par\u00e2metros para Consulta de Contas a Receber (CR) Utilize os Atalhos para agilizar a sele\u00e7\u00e3o das op\u00e7\u00f5es dispon\u00edveis. Os Atalhos ir\u00e3o setar op\u00e7\u00f5es que poder\u00e3o ser alteradas aleatoriamente. &#8211; Em Atraso: [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"class_list":["post-906","page","type-page","status-publish","hentry"],"wppr_data":{"cwp_meta_box_check":"No"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Contas a Receber - Manual do ERP Primam<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/primam.com.br\/primamhelp\/contas-a-receber\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Contas a Receber - Manual do ERP Primam\" \/>\n<meta property=\"og:description\" content=\"Contas a Receber (CR) O m\u00f3dulo do Contas a Receber oferece ao usu\u00e1rio um extenso rol de op\u00e7\u00f5es para o Controle Financeiro da Empresa Par\u00e2metros para Consulta de Contas a Receber (CR) Utilize os Atalhos para agilizar a sele\u00e7\u00e3o das op\u00e7\u00f5es dispon\u00edveis. 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