What this means

Upstorr keeps different document types because they describe different events.

Tax invoice

The main GST invoice for a taxable sale when tax collection is on.

Bill of supply

A GST sale document that does not show tax being charged. Upstorr uses this document where the order's GST treatment calls for it.

Payment receipt

Proof of the sale or payment used for new orders when store tax collection is off. It is not a GST tax invoice.

Credit note

A numbered adjustment that reduces an amount connected to an earlier GST document, such as an eligible return adjustment.

Debit note

A numbered adjustment that increases a previously issued GST invoice. In Upstorr, it can record an increase in taxable value or an upward GST-rate correction.

Refund receipt

A receipt for a refund when store tax collection is off.

Packing slip

A document for the package and its items. It helps fulfil the order and is not a payment or tax document.

Custom document

A reusable document designed by the merchant. It can use order information, but its name and purpose are chosen by the merchant.

Simple example

You sell and ship a taxable kurta. The customer receives a tax invoice, while the person packing the parcel can use a packing slip. If an invoiced value later has to increase, an authorized staff member can issue a separate debit note without rewriting the original invoice.

What you need to know

  • Tax collection on makes tax invoice, bill of supply, credit note, debit note, and packing-slip designs available.
  • Tax collection off makes payment receipt, refund receipt, and packing-slip designs available.
  • A document already issued is a historical record. Later template edits do not rewrite it.
  • A debit note does not edit the order, change stock, or collect money.
  • Ask your accountant before issuing a legal adjustment document when you are unsure which type applies.