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Guide
Invoice, proforma, tax document, correction: when to use which
A tour of the document types in Olvano and when to issue each — from a plain invoice through advances to a correction.
Olvano doesn't only know the word "invoice." Different situations call for different document types so the numbers and the legal details line up. Here's when to reach for which.
Document types
| Document type | When to use it |
|---|---|
| Invoice | A regular tax document for goods or services delivered. |
| Proforma | A request for payment up front; not a tax document, not counted in VAT. |
| Partial proforma | A request to pay part of an amount (e.g. a deposit on a large job). |
| Tax document for a payment | Issued after a deposit arrives — records the received payment for VAT. |
| Final invoice | Settles the whole job and deducts deposits already paid. |
| Correction | Fixes a previously issued document (discount, refund, error). |
A typical flow with a deposit
- Send the client a proforma as a request for payment.
- Once the money arrives, issue a tax document for the payment.
- After everything is delivered, close the job with a final invoice that deducts the deposits.
And if you make a mistake?
An issued, booked document isn't edited — instead you issue a correction that adjusts the original amount. Your history stays clean and auditable.