Document types

Every document in BillFlow has a type. The type decides which blocks the editor shows, whether the document carries amounts, how it is numbered and which statuses it can move through.

All document types#

What the columns mean#

Code is the short form BillFlow shows in filters and in search. Default prefix is the start of the document number a new organization receives for that type; change it under Settings › Numbering. Carries amounts separates the commercial documents from delivery notes, waybills and packing lists, which list goods without prices or totals. Due date by default marks the types whose Document Meta panel shows a due date on a new document. You can switch the due date on or off for any individual document.

Choosing a type#

• Use a quotation or estimate to propose prices. An accepted quotation converts into an invoice that records where it came from.
• Use a proforma invoice when the customer needs an invoice-shaped document before goods ship or a contract is final.
• Use an invoice to bill. Payments are recorded against invoices.
• Use a receipt to acknowledge money received.
• Use a purchase order or sales order to record an order before it is fulfilled.
• Use a credit note to reduce what a customer owes and a debit note to increase it.
• Use a statement to summarize a customer's position.
• Use a delivery note, waybill or packing list to accompany goods. A delivery note addresses its customer block "Deliver To" rather than "Bill To".