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
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Determining Invoice Type
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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
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Determining Invoice Status
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Draft
→ You can edit and update the invoice -
Approved
→ It is considered final and tax-approved -
Status does not change the invoice type
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Important Notes
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There is no type called “initial invoice”
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The system only distinguishes between “draft” and “approved”
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Invoice type is determined automatically based on the presence of a tax number
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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?
