Document types are a powerful helper when working with any document agenda. Whether you are dealing with invoices, orders, or cash documents, each of these agendas has its own document types and configuration options.
What is a document type?
A document type is a template for individually issued documents. It contains a number of values that are transferred to the document once the document type is filled in: for example, the document series, document kind, bank account, payment method, due date, accounting rule, or texts for the document.
A document type is also a handy tool for filtering. Document types let you divide the relevant agendas, which makes filtering by them easier in many areas. In the document list, simply use the Invoice type filter (in other agendas, Document type).
Issued invoices include the following document types by default:
FAKTURA: Invoice – tax document
ZÁLOHA: Advance – not a tax document
ZDD: Advance tax document
DOBROPIS: Corrective tax document
Even the default types show the basic division of the agenda. However, document types are a user-definable code list, so how you populate them is entirely up to you.
ℹ️ Each document type can have its own document series. As a result, individual document types can have a different format of the internal number.
In issued invoices, you can create additional document types based on various criteria, for example:
Invoice CASH: document types can also be divided by payment method,
Invoice EUR: a document type can have a prefilled currency, so for foreign-currency documents you can preset both the currency and the default posting,
Invoice GOODS SALES: a document type also includes an accounting rule, so you can create any number of document types with the corresponding accounting.
The possibilities are of course much broader; the examples above are for illustration and better understanding only.
How do you use a document type?
You can find document types in Settings in the Records group under Documents and Document types. For issued invoices, open Issued invoice types.
After opening a specific invoice type, you will see all the values that can be prefilled in the type. These values are then added to the documents you create (in this case, issued invoices). In the Document series field, you specify how documents of this type will be numbered.
If a new document type is similar to an existing one, the easiest approach is to create a copy: in the list of types, select the row and click the Create copy icon at the end of the row. Otherwise, create a document type using the New button in the top bar.
After filling in the required values, save the document type and you can use it when creating documents. In a new invoice, select it in the Invoice type field.
💡 How you divide your agendas is entirely up to you. The important thing to know is that document types are available in every document agenda and that a document type is a template for the specific documents you issue.
You can find descriptions of the fields for individual document types in these articles: