Document Types
Every document your business needs, one platform.
Different business situations call for different documents. Invoify supports five document types, each with the correct legal fields, numbering scheme, and workflow. Issue a standard invoice, correct an error with a credit note, request additional payment with a debit note, send a proforma quote, or generate a receipt — all from the same editor.
Why your business needs this
Legal compliance built in
Each document type includes the fields required by HMRC and the VAT Act 1994. No guesswork about what to include.
Separate numbering per type
Invoices, credit notes, and other documents maintain independent numbering sequences with configurable prefixes and formats.
Linked audit trail
Credit notes reference the original invoice automatically. Debit notes link to the source document. Every correction is traceable.
Proformas that convert
Create a proforma to share pricing with a client, then convert it to a full invoice with one click when they approve.
Step by step
Select your document type
Choose from Invoice, Credit Note, Debit Note, Proforma, or Receipt at the top of the editor. The form adapts to show the correct fields.
The editor adapts automatically
Credit notes add a reference field and reason selector. Proformas show validity dates. Receipts adjust the layout for payment confirmation.
Numbering follows your scheme
Each document type uses its own prefix and counter. INV-2026-0001 for invoices, CN-2026-0001 for credit notes, and so on.
Issue and track separately
Each document type has its own status workflow and appears with the correct type badge in your invoice list.
Everything included
Invoice
Standard commercial invoice with all required fields for UK VAT compliance.
Credit Note
Correct overcharges or issue refunds with automatic VAT adjustment and source invoice reference.
Debit Note
Request additional payment for under-billed amounts with full documentation.
Proforma Invoice
Share quotes and pricing before committing — includes expiry date tracking.
Receipt
Confirm payment received with a professional, printable receipt document.
Type-specific validation
Each document type validates its required fields — credit notes need a reference, proformas need an expiry.
Complete document coverage
Having all five document types in one platform eliminates the need for separate tools or manual Word documents for credit notes and receipts, reducing admin time and ensuring every document meets HMRC standards.
Configuration Tips
- 1Set up a separate invoice prefix for each document type (e.g. INV- for invoices, CN- for credit notes) in Invoice Numbering.
- 2When issuing a credit note, always use the reference field to link it to the original invoice for a clean audit trail.
- 3Use proformas to share quotes with clients before creating the final invoice — it keeps your numbering sequence clean.