Document type settings

Document types (offer, pro-forma, invoice and so on) are defined by Bilify for each country. On the Document types page you decide which of them your company uses and which numbering series each one takes its numbers from.

Open the page#

Go to Documents > Configure > Document types. You need the Document types permission, which owners and admins have.

What you see#

Every active type for your country is listed with:

• its name, for example Invoice,
• a Fiscal badge on types that count as fiscal documents (invoices that go to the tax authority),
• its category underneath (offer, pro-forma invoice, advance invoice, invoice),
• the Enabled switch.

For North Macedonia the list has Offer, Pro-Forma Invoice, Advance Invoice, Invoice and Invoice (Article 32 reverse charge). Credit notes and debit notes exist in Bilify but are not active yet, so they do not appear. See Credit and debit notes.

Turn a type on and bind a series#

1. Switch Enabled on for the type. The setting is saved straight away.
2. In the panel that opens, choose a Numbering series.
3. If you have no suitable series yet, click the + button next to the list. Type a Name and a Pattern and click Create. The new series starts at 1, never resets, and is selected for this type.
4. Click Save in the panel.

How many types you can switch on depends on your package. When you reach the limit you see You have reached your plan's document type limit, with the number. See Usage limits.

You can also bind types from the other side, in the series window on the Numbering page. Both screens edit the same setting. See Numbering series.

Turn a type on from the document form#

When you create a document, owners and admins see a + button next to Document type. It opens a small window with every type for your country and a switch for each, so you can turn a type on without leaving the draft. Binding a series still happens on this page or on Numbering.

Turning a type off#

Switch Enabled off when you no longer want to create that type. Documents you already issued with it stay exactly as they are; nothing is deleted or renumbered.

Default footer notes#

Each enabled type has Default footer note (MK) and Default footer note (EN). You can type and save them here.

What you cannot change#

The rest of a document type is part of its definition, which the Bilify team maintains per country so that your documents follow local rules:

• the line columns and required fields,
• the calculation method (standard VAT, reverse charge or advance payment) and the rounding,
• the legal notes printed at issue, such as the Article 32 note,
• which types can be converted into which (for example an offer into an invoice),
• whether a due date is required and whether the type reduces stock when issued.

You cannot create your own document types. If you need a type that is missing for your country, open a support ticket. See Open a ticket.