Document Types
Document types are the kinds of billing documents instellix creates — each with its own purpose, its own API endpoint, and, if configured, its own number sequence.
For example, an invoice bills your customer for delivered goods and services, while a credit note credits an amount back — as a regular credit, a goodwill gesture, or a warranty case. Deposit documents cover agreed advance payments, and self-billing documents support the self-billing procedure, in which the recipient of a supply issues the billing document. All finalized documents appear in the document overviews under Billing > Documents.
instellix supports the following document types. Check the respective page based on your business case:
- Invoice
- Credit Note — subtypes: default, goodwill, warranty
- Deposit Invoice
- Deposit Invoice Correction
- Self-Billing Invoice
- Self-Billing Invoice Correction
In terms of content, finalized documents are unchangeable — there is no deleting or editing. To change one, create a correction referencing the original document (in the webportal via Correct items; the corrected amounts are credited via a credit note) — no cancellation needed — or reissue it with corrected data (for example a wrong invoice or shipping address); a reissue always leads to a credit note. A reissue is possible only once per document.
Related information: Manage documents · Document numbers · Documents API reference