Document types
Which documents you can issue and when to use each — mainly the difference between a transaction invoice (305) and a tax invoice-receipt / receipt (400).
The documents you can issue
Mekusheret issues Morning's common document types. The two main ones you'll use are the transaction invoice (type 305) and the tax invoice-receipt / receipt (type 400). The difference is where you are in the payment flow.
Transaction invoice (305) — before payment
A transaction invoice is a request for payment: it shows the customer what they owe, before the money has arrived. It isn't proof of payment and isn't reported as income.
- Use it to send a customer a payment request or a binding quote
- Issued before the money is actually received
- Does not act as a receipt and does not close the payment
Tax invoice-receipt / receipt (400) — on payment
When the money arrives, you issue the document that confirms payment. A tax invoice-receipt combines the invoice and receipt into one document, and a receipt confirms payment for an invoice already issued.
- Issued when payment is actually received
- Serves as legal proof of payment
- Closes the payment and updates the balance
Which document to choose
- 1
Still waiting for payment?
Issue a transaction invoice (305) to request it.
- 2
Money received?
Issue a tax invoice-receipt or receipt (400) to confirm the payment.