Specialized Guides by Document Type
These guides provide detailed information on how to work with each document type supported by the Invoice API.
📚 Available Guides
📝 Quotes Guide
Learn how to create commercial proposals for customers.
Key Features:
- Does not affect stock
- Base for conversion to invoices or orders
- Includes validity and commercial terms
📦 Orders Guide
Process customer orders with stock management.
Key Features:
- Optionally reserves stock
- Full or partial conversion to invoices
- Backorder management
🧾 Sales Invoices Guide
Issue definitive sales invoices.
Key Features:
- Official fiscal document
- Affects stock (outbound)
- Registered for accounting and tax purposes
💰 Receipts Guide
Register payment vouchers.
Key Features:
- Does not affect stock
- Treasury integration
- Supports multiple payment methods
↩️ Credit Notes Guide
Process returns and corrections.
Key Features:
- Affects stock (inbound/return)
- Different types (return, correction, cancellation)
- Refund management
📊 Quick Comparison
| Type | Affects Stock | Fiscal Document | Primary Use |
|---|---|---|---|
| Quote | ❌ | ❌ | Commercial proposals |
| Order | ⚠️ Optional | ❌ | Customer orders |
| Sales Invoice | ✅ Outbound | ✅ | Definitive sales |
| Receipt | ❌ | ✅ | Payment vouchers |
| Credit Note | ✅ Inbound | ✅ | Returns/Corrections |
🎯 Where to Start?
- First use: Start with the General Usage Guide
- Proposals: Check the Quotes Guide
- Sales: See the Invoices Guide
- Returns: Read the Credit Notes Guide
🔗 Related Resources
- API Reference - Complete OpenAPI documentation
- General Usage Guide - General information about the Invoice API
- Support Endpoints - Entities, Items, Taxes, Series, etc.
Last Updated: December 2, 2025