Why Tax Invoices Appear in Draft Status and How the System Determines Invoice Type

Clarification on why a sales invoice in draft status shows as a “tax invoice” and not as an initial invoice, since the system determines the invoice type (tax or simplified) based on customer data, not on the invoice status.

Steps

1. Determining Invoice Type

   • If the customer has a tax number
     → The system displays it as a “tax invoice”
     → The design follows the tax invoice template added in settings

   • If the customer does not have a tax number
     → The system displays it as a “simplified invoice”
     → The design follows the simplified invoice template

2. Determining Invoice Status

   • Draft
     → You can edit and update the invoice

   • Approved
     → It is considered final and tax-approved

   • Status does not change the invoice type

Important Notes

• There is no type called “initial invoice”

• The system only distinguishes between “draft” and “approved”

• Invoice type is determined automatically based on the presence of a tax number

• The design follows the invoice type

Keywords for inquiry:

Why does a sales invoice in draft status show as a tax invoice? Why doesn’t it show as an initial invoice?