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The Boletos page lets you issue boletos and follow their lifecycle. This section shows how to issue a boleto in the Lerian Console. It lists the required fields, the boleto states, and how to handle errors.

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Accessing the Boletos page

To open the Boletos page, click Payments → Boletos from the left-side menu. The page displays all boletos for the organization in a data table, with the following columns:
  • Boleto — the boleto identifier, plus the barcode and digitable line after issuance.
  • Payer — the party that you charge.
  • Amount — the boleto amount.
  • Due Date — the date the boleto is due.
  • Status — the current lifecycle state (see States).
  • Created At — the date when you issued the boleto.
  • Actions — action menu.
You can filter boletos by status, payer, or date range. Use the filter fields above the table.

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Issuing a boleto

To issue a boleto, click the + Issue new boleto button on the top-right of the Boletos page. A side panel opens with three tabs — choose the issuance type that fits your use case:

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Boleto types

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Registration type

All three issuance types include a Type field:
  • Traditional — a standard boleto that the banking provider registers.
  • Hybrid — a boleto with an embedded Pix QR code. The payer can pay by barcode or by QR code.

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Single boleto

1
From the Boletos page, click + Issue new boleto.
2
Select the Single tab.
3
Fill in the required fields:Boleto details
  • Amount (required) — the boleto value (R$).
  • Due date (required) — the date the payer must pay the boleto.
  • Account ID (required) — the Midaz account to associate with the boleto.
  • Type (required) — Traditional or Hybrid.
Payer details
  • CPF / CNPJ (required) — the payer’s tax document.
  • Full name (required) — the full name of the payer.
  • Street (required) — payer’s street address.
  • Number (required) — address number.
  • Complement (optional) — apartment, suite, or additional address info.
  • Neighborhood (required) — payer’s neighborhood.
  • City (required) — payer’s city.
Additional
  • Instructions (optional) — the text to print on the boleto (for example, interest or fines after the due date).
4
Click Issue boleto.
5
After the provider processes it, the boleto appears in the list. It shows the generated barcode and digitable line, ready to share with the payer.

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Installment series

Same fields as Single, with the following differences:
  • Total amount (required) — the full amount to split across all installments.
  • First due date (required) — the due date for the first installment. Lerian generates the later boletos automatically.
  • Installments (required) — number of boletos to generate (minimum 2).
  • Interval (days) (required) — number of days between each due date (default 30).
Click Issue installment series to confirm.

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Batch

The Batch tab lets you issue up to 10 boletos at once. Lerian sends each entry to the provider individually. For each entry, fill in: Amount, Due date, Account ID, CPF / CNPJ, and Full name. Use + Add entry to add more entries. The counter shows how many entries you queued (for example, 1 / 10 entries). Click Issue batch to submit all entries.
After you issue a boleto, copy the digitable line or download the boleto document. Share it with the payer.

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Boleto states

A boleto moves through the following states:
  • Registering — the provider registers the boleto after you submit the request.
  • Registered — the provider registered the boleto and the payer can pay it.
  • Paid — the payer paid the boleto.
  • Expired — the boleto passed its due date without payment.
  • Cancelled — a user cancelled the boleto before payment.
  • Failed — the boleto issuance did not complete (see Error handling).

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Available actions menu

The action menu () shows different actions for each boleto. The available actions depend on the boleto state:
  • View details — opens the boleto details: barcode, digitable line, and status history.
  • Download — downloads the boleto document.
  • Cancel — cancels a boleto before the payer pays it.

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Error handling

If a boleto issuance fails, it appears with a Failed status and an error reason in the details panel. Common causes include:
  • Invalid payer document — the CPF/CNPJ is malformed or fails validation. Correct the document and issue a new boleto.
  • Invalid amount or due date — the amount is zero or negative, or the due date is in the past. Adjust the values and try again.
  • Provider/registration error — the banking provider could not complete the registration. Issue the boleto again. If the error persists, contact support.
To issue boletos, you need the appropriate Payments permissions. If you cannot see the + Issue new boleto button, ask your administrator to check your role permissions.

Payments introduction

Bill Payments