Document Types

instellix creates the following document types:

  • Invoice
  • Credit note — subtypes: default, goodwill, warranty
  • Deposit invoice — plus deposit invoice correction
  • Self-billing invoice — plus self-billing invoice correction

Corrections & reissue: In terms of content, finalized documents are unchangeable. To change one, create a correction (1–20 items) referencing the original document — no cancellation needed — or reissue it: the document is updated with corrected data (e.g. a wrong invoice or shipping address); a reissue always leads to a credit note. See the Documents API reference.