Invoices and records

Required

• Number invoices in one unbroken sequence

  Required

  Give each invoice and credit note a unique number from a sequence with no gaps and no reuse. Take it in the transaction that issues the invoice.

• Put every required field on the invoice

  Required

  Build invoices from one template that holds every field the law requires where you are registered, and test that each field is present.

• Correct invoices with credit notes

  Required

  Never change or delete an issued invoice. Correct it with a credit note that refers to the original, then issue a new invoice when needed.

• Send e-invoices where the law requires them

  Required

  Keep a list of the countries where you must send structured e-invoices, and send them in the required format before each rule starts.

• Keep payment records for the legal period

  Required

  Keep invoices, credit notes and ledger rows for the longest bookkeeping period of the countries you report in, and keep them out of account deletion.

• Log every staff action on money

  Required

  Log every manual refund, credit, price change, discount and subscription change with who did it, when, why and the values before and after.