Sales Documents
Document types
Every sales document Billing supports, where it lives, and its default prefix.
Supported documents
Billing supports these sales document types, each with its own list and default numbering prefix:
| Document | Where it lives | Default prefix | Counts as sales? |
|---|---|---|---|
| Tax invoice | Invoices | INV- | Yes (revenue) |
| Quotation | Quotes | QT- | No (non-revenue) |
| Proforma invoice | Proformas | PI- | No (non-revenue) |
| Credit note | CN / DN | CN- | Reduces net sales |
| Debit note | CN / DN | DN- | Increases sales |
| Retainer invoice | Other docs | RET- | No (non-revenue) |
| Sales receipt | Other docs | SR- | Yes (revenue) |
| Delivery challan | Other docs | DC- | No (non-revenue) |
| Custom operational type | Other docs | your prefix | Never posts to books/GST |
Revenue vs non-revenue
- Revenue documents (tax invoices, sales receipts, debit notes) contribute to sales, tax, and receivables.
- Non-revenue documents (quotations, proformas, retainer invoices, delivery challans) never count toward sales, tax, or receivables.
- Credit notes reduce net sales; debit notes increase sales.
Custom operational documents
You can define your own operational types (for example job cards or gate passes) under Document numbering. They get their own series, appear under Other docs, and never post to books, GST, e-invoice, or e-way.