> For the complete documentation index, see [llms.txt](https://invoice4u.gitbook.io/invoice4u-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://invoice4u.gitbook.io/invoice4u-docs/documents/document-types.md).

# Document Types

The `DocumentType` field on every document is a numeric enum:

| Value | Type                       | Hebrew            | Description                                                                                                                                               |
| ----- | -------------------------- | ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `1`   | Invoice                    | חשבונית מס        | Tax invoice.                                                                                                                                              |
| `2`   | Receipt                    | קבלה              | Payment receipt against invoices.                                                                                                                         |
| `3`   | InvoiceReceipt             | חשבונית מס קבלה   | Combined invoice + receipt (most common for immediate payment).                                                                                           |
| `4`   | InvoiceCredit              | חשבונית זיכוי     | Credit invoice (refund/cancellation). See the dedicated [Credit Invoices guide](/invoice4u-docs/documents/credit-invoices.md) for full & partial credits. |
| `5`   | ProformaInvoice            | חשבון עסקה        | Proforma invoice.                                                                                                                                         |
| `6`   | InvoiceOrder               | הזמנת עבודה       | Work order.                                                                                                                                               |
| `7`   | InvoiceQuote               | הצעת מחיר         | Price quote.                                                                                                                                              |
| `8`   | InvoiceShip                | תעודת משלוח       | Delivery note.                                                                                                                                            |
| `9`   | Deposits                   | הפקדה             | Bank deposit of collected payments.                                                                                                                       |
| `10`  | SupplierInvoiceToInventory | חשבונית ספק למלאי | Supplier invoice received into inventory.                                                                                                                 |
| `13`  | PurchaseOrder              | הזמנת רכש         | Purchase order (requires `SupplierId`/`SupplierName`).                                                                                                    |

### What each type requires

| Type                            | `Items`                        | `Payments`                                                                                                          | `Invoices` (referenced docs)                                                                         |
| ------------------------------- | ------------------------------ | ------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| Invoice (1)                     | **Required**                   | —                                                                                                                   | Optional (quote/order/ship/proforma refs)                                                            |
| Receipt (2)                     | —                              | **Required**                                                                                                        | Optional (invoice/proforma refs); payments total must match referenced amounts unless `CloseReceipt` |
| InvoiceReceipt (3)              | **Required**                   | **Required** — totals must match items total (see `AutoFixPaymentsMismatchItems`)                                   | Optional (proforma/order/quote/ship refs)                                                            |
| InvoiceCredit (4)               | Optional                       | Optional                                                                                                            | At least one of Items / Payments / Invoices — refs to Invoice or InvoiceReceipt                      |
| ProformaInvoice (5)             | **Required**                   | —                                                                                                                   | Optional (quote refs)                                                                                |
| InvoiceOrder (6)                | **Required**                   | —                                                                                                                   | Optional (quote refs)                                                                                |
| InvoiceQuote (7)                | **Required**                   | —                                                                                                                   | —                                                                                                    |
| InvoiceShip (8)                 | **Required** (price may be 0)  | —                                                                                                                   | Optional (order refs)                                                                                |
| Deposits (9)                    | —                              | **Required** — existing payment IDs, all of the same payment type, not previously deposited; `BankAccount` required | —                                                                                                    |
| SupplierInvoiceToInventory (10) | **Required** (inventory items) | —                                                                                                                   | —                                                                                                    |
| PurchaseOrder (13)              | **Required**                   | —                                                                                                                   | —                                                                                                    |

```mermaid
flowchart TD
    classDef step fill:#E7D9FC,stroke:#9B6DD6,color:#333
    classDef dec fill:#D2F0D2,stroke:#4CAF50,color:#333
    classDef err fill:#FFD9A0,stroke:#E8A33D,color:#333
    classDef cb fill:#BBDEFB,stroke:#42A5F5,color:#333

    subgraph R[Receipt — type 2]
        A[Payments required —<br/>PaymentsNotSpecified 45]:::step --> B{References to<br/>invoices?}:::dec
        B -- ✓ --> C{"Σ payments == Σ ReceiptAmount<br/>or CloseReceipt?"}:::dec
        C -- ✗ --> E1[PaymentAmountDoesntMatch<br/>ReffDocumentsAmount 55]:::err
        C -- ✓ --> D[Create]:::cb
        B -- ✗ --> D
    end
    subgraph P[Deposits — type 9]
        F[BankAccount required —<br/>BankAccountMissing 58 · BankAccountDoesntExists 59]:::step --> G[Payments = existing IDs —<br/>PaymentIDDoesntExists 60]:::step
        G --> H{Same payment type ·<br/>not already deposited?}:::dec
        H -- ✗ --> E2[CannotCreateDepositWithDifferentPaymentTypes 61<br/>CannotCreateDepositForAPaymentMoreThanOnce 62]:::err
        H -- ✓ --> I["Create — Total = Σ payments"]:::cb
    end
```

### Referenced-document rules (`DocumentReffType`)

When creating a document against existing documents (`Invoices` array), `DocumentReffType` must be one of the allowed source types:

| Creating           | Allowed `DocumentReffType`                                                         |
| ------------------ | ---------------------------------------------------------------------------------- |
| Invoice (1)        | InvoiceQuote (7), InvoiceOrder (6), InvoiceShip (8), ProformaInvoice (5)           |
| Receipt (2)        | Invoice (1), ProformaInvoice (5); Receipt (2) only when `CancelDocument` is `true` |
| InvoiceReceipt (3) | ProformaInvoice (5), InvoiceOrder (6), InvoiceQuote (7), InvoiceShip (8)           |
| InvoiceCredit (4)  | Invoice (1), InvoiceReceipt (3)                                                    |
| InvoiceOrder (6)   | InvoiceQuote (7)                                                                   |
| InvoiceShip (8)    | InvoiceOrder (6)                                                                   |

Violations return `DocumentReffTypeNotInRange` (53). Each referenced document must belong to your organization, match the customer, be in a valid status, and the `ReceiptAmount` per reference must not exceed the open balance — otherwise `DocumentReceiptAmountOutOfRange` (50) / `DocumentStatusInValid` (49).

### Document statuses (`StatusID`)

| Value | Status             |
| ----- | ------------------ |
| `1`   | Open               |
| `2`   | Closed             |
| `3`   | Fully credited     |
| `4`   | Partially credited |
| `5`   | Cancelled          |

### Lawyer accounts

For lawyer occupation accounts, `Items[0].LawyerIdentifier` set to `"1"` marks the document as Deposits (פקדונות) and `"2"` as Expenses (הוצאות); the API sets `LawyerDocType` accordingly.